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Data:2009-12-12 2:34
The week this week is very common, especially the Shanghai Composite hit Wednesday the biggest decline in more than four years, so that investors feel the chill of the bull market in the slightest. Although a slight rebound Thursday, but weakened again Friday indexes, Zhou K line Changyinpowei trend that the market has begun to weaken. After a continuous drop in stock index this week, after the manic atmosphere of the market slowdown, short-term market panic dominant. Faced with this trend, in the face after the market, investors should do?
From the time point of view, about to enter the period of mid-year report disclosed. Based on experience, the next period of time is the release of the risk of underperformance as stocks stage, this time blue chip stocks will be outstanding performance. Previous CIMC, as well as gains among the forefront of Friday Hongdu Aviation, Chongqing beer, Suning Appliance, G Changyu and so on, these shares a common characteristic of blue-chip stocks Whitehorse. We can say that the current market, these stocks are an important haven for the broader market appears to adjust precisely for these stocks offer the best time to buy.
Plunge is an important feature of a bull market. If the index showing a slow Suliang of Yindie state (such as the 2005 "51" after the trend), then the afternoon to let us really worried, because Yindie tended to extend the time to adjust. But now the crash occurred, but since the date of the stock market in December last year, almost every time after the rapid decline have become a new starting point for an offensive, recall in the current round Quotes of the February 16, March 7, April 13 have experienced a great Yinxian entities, as well as April 28 morning due to bad after opened low interest rates, observing the day of the disk can be found, there are many stocks, even in the higher price of the day, as is still in there are no small benefits.
Currently on the market for the decline in general agreement that start with the IPO, the central bank tightening and the Bank of China and other relevant issuing and listing. However, we believe that, rather than attributed to these external reasons, it would be more objectively understood as the market itself changes. From a market point of view, does not constitute a sharp reduction in the top of the features, there must be repeated afternoon space. In addition, China Unicom, G Long electricity species which is a record of the movements, but also implies that successive stock index will not be a significant sell into.
From 2006 full-year trend of capital-driven bull market trend can not be shaken. This adjustment, for the entire bull market run, should belong to the sub-amendment to the trend. Since December last year, the market experienced a hot real estate, banking, non-ferrous metals, commerce and trade, alcohol, military, machinery, etc. of a "super cycle." Early in June, the market focused on hot spots to the overall market and re-stocks, while the new high-quality listed companies, IPO will be the original company have a "crowding out" effect, while the share reform will be gradually limited to sale of shares in circulation in circulation, but also reflects the continuing rise in the index come to an end. Investors can take advantage of such an adjustment to convert investment products, optimize the investment structure.
The adjustment of the current trend, investors need to focus on defensive strategies to deal with. The so-called defensive strategies, the first in the position control to maintain the average level, followed by stock selection is the most critical issues. Abandoned the initiative of the attack strategy, does not mean the weakening operation and timid. We believe that, in the current market conditions, the defensive nature of species is not our traditional understanding of the port, high-speed and so on, but the attacking force with a midline species, blue-chip stocks Whitehorse. Usher Center Daily News revealed in the upcoming time period, the mediocre performance of the company's mid-year report will focus on the release of market risk, while the blue-chip stocks while the market choose a better chance.
From the blue-chip point of view, has been basically shut down the space G of the long-electricity is a good choice huge amounts of capital, plummeted after the indexes Fanchou momentum and market stability has mainly come from a similar G long electric blue chips. Resources stocks plunge in the index during the first rebound, some of which stocks have the potential of the center line up, some with their own pricing, real mineral reserves, market share and so have the performance guarantee, and the pre-adjustment, resource stocks worthy of attention. As the Bank of China's high-profile market, making the center line of bank shares is expected to relatively clear, choose a good variety of assets, more appropriate texture. And usher in the car industry recovery section is also worthy of attention focus on tracking direction. Overall, value-investing perspective afternoon choosing a relatively stable and secure blue-chip stocks is relatively safe White Horse strategy.
In investment opportunities, particularly noteworthy is the overall market implied in gold. Wuhan Iron and Steel and the listing of TCL as a whole has been favorable for the market, represented by two different methods listed as a whole, TCL Group's overall market model is the overall absorption of the merger, while Wuhan Iron and Steel shares listed as a whole model is directed issuance. At present the integration of large state-owned enterprises listed on the company's overall market to stimulate the globe. G listed on the Hong Kong as a whole has brought great wealth effect of real short-term trigger market hot spots, its overall program for the convertible market to absorb the combined company to achieve the purpose of the overall market. Its program for the circulation of the shareholders of great temptation to power and wealth effects, for retail investors generally speaking, can be taken to shareholders to wait for convertible and enjoy the new shares of the premium.