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Data:2009-12-12 2:34
Source: Chen Shi
Shen Chengzhi this week hit a record high of 10136 points, and stand firm on Friday to close at 10000 points. But late Friday, when markets have a certain degree of shock, indicating the market divergence again. We understand that in when the market is to create a new history, the mentality of funds will fluctuate.再加上目前已公布?月份金融运行数据显示?月份人民币各项贷款增?417亿元? Although less year on year increase of 95.8 billion, but the first three months of this year, an increase in the amount of RMB loans have been as high as 1.42 trillion yuan, an increase of 167.8 billion yuan year on year, which is in the macro-control policies introduced in the context of progress. This shows that the economy remains overheated, the future of the central bank will likely take further tightening, raising interest rates once again become the market consensus expectations. In this case, the market shock in a very normal Friday.
But we also can see that since the blue-chip stocks this week, the annual report and quarterly Quotes are being unfolded, a group with good performance and growth of blue-chip companies, especially with a high proportion of the annual distribution of blue-chip companies, such as Chihong Zinc and Germanium, Zoomlion, Connecticut United States and medicine, and so out of the stock's share price continued to rise sharply to enter the main Sheng Lang. In the meantime, there is a number of performance improvement is expected (mainly due to asset injection and the overall market growth opportunities and the implementation of endogenous extrinsic incentives to release the equity value of the performance of restorative opportunities) of the blue-chip stocks, including those such as Wuliangye, Tong Ren Tang, etc. are also out of stock a sustained rise.
We previously mentioned that the blue-chip stocks will enter the main Shenglang. The reason is that three aspects, first, adjust the time before the blue-chip stocks have long been a very good technology poised; second is the market's blue-chip stocks annual report and quarterly earnings forecasts were amended ahead of their valuation of the ceiling; third, The high proportion of blue-chip stocks allocation policy, market investors, was approved.
We believe that the market for some time it will be possible with the index up and getting more and more frequent shocks, but because of the current market liquidity is still abundant, coupled with big city change hands before the full ownership cost of the average market higher Therefore, future trends are not likely to completely transition, while the Stock Quotes will be likely to be wheeled. We also foresee the future will likely enhance market supervision, theme stocks and cheap stocks because of the lack of significant underperformance as the valuation of benefits, stock price volatility are more vulnerable to the impact of market sentiment holding at higher risk. The blue-chip stocks current valuation levels, even higher, but the majority of the company's future performance because of continuing strong growth can be expected a higher degree, so after buying the long-term holders of the risk is not high.
At the same time, we are concerned with the overall market to remind investors to bring investment opportunities, the whole market to find a large probability events, this week Gezhouba, Ningxia Orient Tantalum Industry trends such as the stock market as a whole has proven that substantial investment opportunities with the investment attraction. From the stock-picking point of view, investors can select some enterprises with a central background, the parent company of assets large and profitable companies with strong hold, while shares of listed companies may be concerned about the reform package, the major shareholder of the assets into the commitment.
Five markets this week, a major characteristic is that in the last year, had outstanding performance of consumer stocks started again, the leader is mainly Wuliangye, Shanxi Fenjiu, Luzhou and other national brands wine stocks, these stocks have been in the first quarter of this year, adjustment, then the current rise should be the main Shenglang to come.
