Category: Money Tips Date: 2006-09-24
The market volatility to adjust to run smoothly, thanks to two factors, one investment philosophy of the mature, even if there is a significant shock, high-quality chips of enterprises has not been selling huge amounts of capital, telecommunications, railway and machinery and equipment in independent innovation high-growth varieties still retain the characteristics of the mainstream investment products. The current market began to show clearly defensive and offensive are two different investment styles; looking for high-growth companies are optimistic about the next five years or more room for development and sustained profitability, while the defensive is to find the company's margin of safety, as well as some hot money Game underperformance shares desperate reversal, the three forces into short-term market forces to do more, and there began to appear in Tuesday rotation, the fund became active species, should be due to the second factor, the central bank Governor Zhou Xiaochuan of the statement expressed China's stock market long-term operation of the market optimism. In the short term, long-short-3 alternating movements in the market forces, forms of development more conducive to multi-party, especially in market sentiment tends to be cautious in all circumstances, the broad market can maintain such a steady trend, it is not easy.
Can not ignore the short-term rise, and a lot of macroeconomic data to be released after the end of the two sessions, from the law of historical evolution, the market only in early 2000 to August 2000, when the network trend appeared for 7 months, Yang Xian's trend, followed by 7 consecutive months of shock trend in February this year, the broader market for 7 months line is yang, the laws of history is often the way, do not rule out the end of March on the upside trend in the cabinets start to adjust , when the effect of seeing the money, we also need to configure the conservative company, conservative and steady style of offense to defense agencies funds will be looking on the highway, port, road and bridge construction of a class of defensive industries, countries continue to increase investment in infrastructure, power plate is relatively defensive, and the power industry, economy recovery is mainly due to coal prices stabilized, leading to price increases coal linkage, as well as the rapid phase out the old units and assets into the expansion of production capacity and supply .
