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Data:2009-12-12 2:34
First, we must adhere to long thinking.
1, it is necessary for the future rise in the stock market there is sufficient space for the imagination, dare to long-term cover their shares. China's sustained and rapid economic growth and upgrading the industrial structure and consumption structure, upgrading, promoting the integration of the industry against the backdrop of mergers and acquisitions, the future of China's A-share market will have a lot to rise more than 10 times the long-term Niugu. Since we are facing a long-term bull market, we must improve the earnings outlook.
2, it is necessary to overcome the "beef short-bear long" the inertia of thinking, to long-term investments and to reduce the number of short-term operation. The trend has continued to decline in the market to continue to rise, the optimistic way to look up the adjustment of Zhencang phenomenon, in no hurry to "escape-top", so as to share the bull market brought huge profits.
3, with the QFII, QDII implementation and expansion of opening up to a global vision for corporate valuation and asset allocation. International mature market, a large spread in absolute share price, once the domestic market to international investment philosophy investment philosophy convergence, A-share market price structure will be a large-scale adjustment, high-quality listed companies will receive a higher price, poor quality of listed companies stock price will be further down, high and low stock price drops exponentially larger. Therefore, I say bull is actually referring to "structural bull market," investors to pay attention to the fundamentals of listed companies and development potential, abandoning the weak strong choice.
4, can not just point of view from the index of awareness of Quotes. ICBC, PetroChina, China Mobile and other blue chip companies will be listed, they will improve the overall quality of listed companies, consolidating the bull market basis. Investors also need to gradually adjust the position structure, appropriately increasing the proportion of blue chip companies to hold.
5, 1650 points at the top of the main daring inroads into blue chips, there is no room for a certain rise, they can come into and out have to go?
Second, to keep up with hot spots, selecting individual stocks. The current hot spot the most obvious is that the concept of yuan appreciation of financial, real estate; and futures-related constituent stocks in Shanghai and Shenzhen 300; to 3G and digital TV as the theme of technology stocks. These three are the main line. Of course, there will be some temporary hot spots such as the concept of the Olympic Games and so on. In addition to keep up with hot spots, the key is to choose the right stocks. Because the current market on plate effect has been stronger than before, and the same plate stocks trends vary widely, the main ideas are functioning according to their own stocks.
Thirdly, there must be a good method of operation. Operation, the correction in the stock when the Optional Shares held by stock selection should be more concerned about the short-term consolidation of adequate stocks, select the type of individual stocks can take from three aspects: First, attention to individual stocks hot topics consistent with the market pay more attention to a number of opportunities for small-cap stocks; the second is the recent strength has been the main order, the stock is not an effective rise, with a strong compensatory growth requirements; three short-term trading to become more active, there is to build a form of short-term upside to start trends; Fourth to "Cat" in the stock where more time to hold, not do short-term.
Based on the above ideas, let us recommend two stocks, one is just G China, the other is G Fosun. Both subjects, but also is a hot topic, there is tremendous room for growth.