Category: Money tips Release Date: 2007-03-02
Source: Precision Industry Shenglong
Whenever the broader market after a rise in stock prices has already deviated from the center of gravity value investing, the market focus will shift to the concept of speculation. This is a relatively high medium-term tape-specific phenomenon, the concept of pre-early June in Tianjin Binhai speculation has continued for a month in mid-June by the G GSI-led military concept of speculation has continued for a month past few days, the concept of Beijing Olympic Games was again financial speculation, the Beijing Olympic theme unit has only just begun, the future still has room to rise.
Because of the whole plate speculation are often the results of group fund a joint attack, so the concept of plate relatively long duration, is better than speculation Single stock is relatively safer.
Note: The concept of operations, in order to short-term speculation in the main! Overweight the majority of the Fund's stock investment is the main center line, in particular, the Fund's stock holdings substantially in the second quarter, will be the future market "speculation" of the main varieties, but also the future of the medium-term rise in the main varieties.
The data from the second quarter, the fund's holdings bulletins found that: the fund subject to a substantial reduction of the impact of macro-control real estate and financial sector; and affected by the impact of oil price increases of the transport sector; as foster the future will be subject to national policy, so machinery and equipment have been Fund Masukura, food and beverage, wholesale and retail, medical and other daily consumer goods is the second-quarter fund holdings species.
Therefore, the medium-term concern about the fund's stock holdings, in the broad market or individual stocks, when adjusted in place, they may be appropriately carried out in batches Jiancang, midline of both; the short-term attention to the market hot spots, use a small amount of funds for operation, Kuaijinkuaichu. This Zuo Gupiao will not passive.
Differentiated non-ferrous metals, gold tends to unknown
Today, tape Tiaokonggaokai, led the vanguard of non-ferrous metals play a role. We may once again have investors itch of mind.
LME Composite Index plummeted 10.40 percent last week. Which, LME copper prices dropped 12.93 percent in March to 7035 U.S. dollars / ton, zinc also declined 10.89% to 3070 U.S. dollars / ton. Meanwhile, the international price of gold plummeted to basic payments and profit-taking, drive and also last week dropped 6.69 percent, to close at 619.75 U.S. dollars / ounce.
Copper prices have more than 2% of yesterday's rebound, but the trend, it seems that did not stop decline. In the medium term, due to concerns about a slowing U.S. economy, the international market price of copper plummeted. Last week, the Fed stated that the U.S. economy may be slowing down in the next two years, which would reduce the world's second-largest copper consumer countries (the U.S.) for brass, copper demand.
China to expand aluminum exports, the international aluminum fear of being cold. China Business Network, according to sources, China's aluminum exports could increase significantly this year, 34%, to fulfill the increasing backlog of orders, which could lead to another Yigu the international aluminum cold.
The current situation, the medium-term trend may be regarded as the best stocks to make a nickel. The three-month nickel prices stabilize, the cycle of the sharp decline in nickel prices have been low nickel stocks Monday again declined to 5488 tons, of which 3678 tons are canceled warrants, available inventory remaining 1770 tons. Global demand for nickel is about 3,500 tons per day. Therefore, the future demand for nickel price gap may cause the effective support.
The weekend profit-taking set, gold down 6.69%. Last week, gold in the Middle East and North Korea who have been worried about the situation in promoting the rise, but by Friday it difficult to sustain. Monday, the New York Mercantile Exchange (COMEX) gold futures open interest in the fund have a strong dollar fell to a three-week low in the background. COMEX benchmark August gold futures contract closed down seven U.S. dollars to 613.20 U.S. dollars an ounce. But some analysts said the armed conflict in the Middle East, still constitutes a support for gold, and the weaker U.S. dollar gold price has also developed a positive right.
Non-ferrous metals already divided, although from time to time intraday transaction, pre-investment trend should understand the mind to remain calm.
