Senpachi total operating strategy after the light-heavy index stocks Money Tips

Category: Money tips Release Date: 2007-04-20

Forward-looking analysis of the market once again be verified, will be up again yesterday that Hu Zhi hit a new high today, breaking both pointed out that the blue-chip opportunity to do more today, the largest power; last Thursday that the full pursuit of compensatory growth stocks, this week, compensatory growth Low stocks remained active.

In the index stocks, large capitalization stocks, driven by the two cities today, a new high index of easy to refresh, Hu Zhi peak at 1799.29 points, breaking the Senpachi around the corner, Shen Chengzhi also hit a five-year high, breaking the pattern of Jin Xian, although the turnover degree of amplification of the amount of less than satisfactory, but the major hot spots vigorous growth of other plates hot start, inspired long the popularity, Hu Zhi short-term success will break up Senpachi integer mark, but will not be much room for upward, However, we believe that investors at this stage it is light-tape re-stocks, increase the intensity of the operation of individual stocks the best time to gain a huge hot spot in the mainstream context, focus on those funds had just been dug out of the new themes, new hot spots, but the To avoid the risk of underperformance as stocks.

Focus 1: ICBC issuing carrier end, agencies will fund large-scale return to the market.

Today is the first super-carrier with eight stocks, Industrial and Commercial Bank of China issued offline and online purchase date. Given its good quality, to become the focus for corporate treasurers to purchase the target, according to estimates, ICBC's A share issue would be the freezing of funds 6000-7000 billion H shares issued at the international level is also an eye-popping hot yesterday, over-subscribed funds to reach 2190 100 million U.S. dollars, exceeding the rate at over 26 times, setting a historical record of the Hong Kong market, it is likely to be the highest in the global market. For institutional investors, the Unit became the main objective of asset allocation, and the relevant data, according to estimates, the ICBC listing will require 500 billion yuan, increasing pressure on the market expansion, then it will lead to changes in market trends . From the recent market analysis, last week's narrow oscillation, Hu Zhi briefly fell below the 10-day moving average, indicating that outflow of funds into the purchase market force in, but from now on the market stock funds perspective, ICBC has been able to a smooth landing, so wait for ICBC's listing of thwarting the aspirations of a low approach investors, or even that the ICBC listing may also lead to the emergence of a short-term grab plate Quotes. This is evident from the market yesterday and today, a breakthrough point of view, the possibility of such a trend is growing. And we also can see that the current trend and the trend of the Bank of China is very similar to before the listing, we believe that the recent cloning of the market is expected early in July of the market, it can be concluded, whether or not there will be a high stage it, no matter high point in turn to what point and for the investors, still be able to continue to increase operational efforts to obtain adequate profit.

Focus 2: Old hot spots to stimulate new industries, compensatory growth plate to face large-scale outbreak of stocks.

As noted in this column Monday in line Senpachi crossing is very ordinary, do not have special significance, as long as large-cap stocks, index shares a little fat can easily force a breakthrough. In particular, as pointed out yesterday that in the upcoming ICBC against the backdrop of blue chips will continue to be popular funds, today's North Star, Sinopec, Yangtze Power, China Unicom, and so super-large-cap stocks have a strong and effective promotion of the index rose, and the the old hot spots such as banking, real estate once again strong, but also inspired the long on popularity, attracting incremental funding approach, and because the old hot spots or large, the value of the huge stock market index can not appear or explosive, but also a great limits the extent of incremental funding chase this part of the home loans to borrowers of the interest in this market environment, the incremental funding selected compensatory growth type of tectonic units within the industry, the operation of big operation strategy, pharmaceutical stocks across the board to start, a substantial increase in stocks daily limit Some textile stocks Jedi back, the media, such as stocks advance by higher, you can find this part of the new hot spot, the new compensatory growth stocks generally fall into category types, we believe that the recent market environment, investors need to shift investment objectives of the compensatory growth species, this is the biggest feature of the recent market.

Focus 3: went to re-stocks index of operation time of light, increase the intensity of mining stocks.

From the beginning in July, investors feel the market will be operational difficulty of a significant increase in differentiation trend of individual stocks become more serious, not only in the index was down only 10% of cases, many individual stocks fell more than 30%, even in the index create the case of a new high, there are still a lot of stocks are not up against down, like today, a new high index refresh, but the intraday cities Change ratio of 1:1, meaning that half of the stocks are still down, we believe that such phenomenon in the future market will become increasingly apparent that there will be a significant number of investors to make the index does not make money, so we believe that the current market has to re-light the broad market stocks time to individual stocks at this stage is crazy hype the timing, but also the timing of risky stocks, which requires investors to tap the tremendous efforts of the individual stocks, we believe that as more and more of the aircraft carrier stock market, blue chips of the impact will be an increasingly large share underperformance The theme stock split will become a common phenomenon, and with the margin trading, stock index futures and other new business forward, the key blue-chip will be the protagonist of the market outlook, so investors in the future of the stock market, we must hold large blue-chip of the the direction of the vision of a structured look at the market, individual stocks can be divided out of position, in order to avoid the risk of not making money making index.