|
|||||||||||||||
|
||||||||||||||||||
Data:2009-12-12 2:34
Source: Zhang Hongguo Hai Securities
The market every day, the thrill of the emergence of a substantial and diving, but they often pull through, despite the risk out of last weekend prompted the Commission, so that once opened lower today, but the market still closed out the Yang Xian, but there are still many stocks appear limit - , then how should they respond to complex market?
First of all, no bull market to do more to deny the atmosphere is still occupying the top of the daily performance of stocks is still a lot of daily limit, so that the short-term full of temptation. But it is a huge increase, the current average price-earnings ratio has two high technical indicators continue to occur is still top of divergence, coupled with management's intention to cool the stock market, so the operation is necessary to remain cautious. Of course, the bull market run at high speed train inertia, no doubt to make short-term opportunities. In this case, the midline, or of unknown investors wait to see if could not help but lonely, but also a spirit of adventure investors can be a good stop-loss basis, you can make a profit this year, first out, lock Profit before the fruits of not more than half of positions involved in speculation, then how should track the market hot spots and grasp the operation of individual stocks do?
Recently, conversion hot spots quickly, is indeed very difficult to grasp, mainly to grasp the following points: First, the appreciation of the compensatory growth stocks lagged, and second, significant increase in performance of the concept of three is in line with national policy hot stocks, if mishandled , with a little vision and themes midline stock picking this year, expanding domestic demand, stimulate consumption and economic policies, is expected to make the concept of a consumer business unit at this year's most persistent hot spot! The second round of the Sino-US economic strategic dialogue around the corner, the market expectations, the RMB exchange rate recently soared again, May 14 high of RMB exchange rate once again: 1 U.S. dollar against 7.6739 yuan, and then a new high since the foreign exchange reform, and support of this great bull market yuan long-term potential for substantial appreciation of one of the largest power! Business Unit had with appreciation of the renminbi and the new accounting standards as the past one or two years, repeated speculation hot topic this year, the country's policy to stimulate consumption, as well as the re-accelerate the appreciation of the yuan will no doubt make a commercial unit with large shop once again faced with the opportunity. Stock in the proposed focus of attention to Xi'an Minsheng (000,564). Xi'an Minsheng is the result of the Northwest's business giants, which in recent years, relying on "people's livelihood Store" brand to take merger and reorganization, commercial + real estate tied up by means of the rapid expansion of development. One-quarter net profit rose as high as 48%, so the concept of a significant increase in performance. And its owned by a number of shops in the yuan appreciate more rapidly and the new accounting standard, has greatly increased appreciation of the potential of the revaluation, but the White Hainan Airlines will also make the concept of a Soros. As a subsidiary of international speculators, George Soros Quantum Fund with its impressive performance in recent years by the international community almost to the Phi millet, its a lot of Wensheng pointing its sword towards commodity prices have soared more than 10 years ago, Hainan Airlines and the leader Chen Feng Zengyin successfully persuaded Soros to make investment in Hainan Airlines and Hainan Airlines Barghouti's reputation soared! way through the equity transfer HNA successfully entered the Xi'an the people's livelihood, it makes the theme of the Unit also has to imagine
