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Data:2009-12-12 2:34
"Key Theory" The core is the "remedy" for the stock taken by the different mode of operation, investment strategy and position control is different. Take the recent market, financial, real estate and machinery in terms of these three hot spots, each stock's investment strategy is all not the same.
We know that the current Shanghai and Shenzhen A total of 11 financial stocks, divided into banking stocks, shares of brokerage stocks and the Trust three categories.
Investment banking unit of state-owned banks to be listed when you need to focus on the impact of interest rate hikes and the impact of changes in interest rates, the central bank raising interest rates will help increase the performance of banking stocks; concerned about the impact of RMB appreciation, it would be to a certain extent, create a profitable bank shares impact. In addition, market factors and the fundamentals of listed companies, banks and other conditions also have an important impact on the plate. Investors also need to pay attention to are: the choice of bank shares can not pursue low-cost, such as the recent market, the lowest price the Bank of China, the trend is the weakest. Investors should be more concerned about the involvement of incremental funding as well as the development trend of stock prices and other market factors.
Investment bank stocks will also be required to understand: At present, the trust listed on three categories of listed companies in transition and the transition period due to operating results are not very good, but there is no doubt that the trust that listed companies are now in the early stages of recovery operation the bottom, its performance in the a turning point in the turning point phase, such as love built to achieve profitability in the first half of shares, from a loss of 2.207 yuan per share, last year's annual report to the profit of 0.129 yuan this year's mid-year report, the Trust Unit's future ability to provide the market with high profitability of the imagination of the subject and the expected investment opportunities. As the same financial sector, so the timing involved in the Trust Unit to consider the market impact of bank shares and trusts shares market performance, observe the process up with the volume and price is more desirable.
Investment brokerage stocks, when he pays careful attention, performance is the fundamental, with the stock market take a good makes the performance of such companies will also gradually turn for the better. The performance on the outstanding performance of the brokerage unit would be supporting the long-term strength of the underlying factor. Brokerage stocks are pocket-sized plate, as long as the message surface slightly transaction, the stock will be quickly reflected in such characteristics are beneficial to investors in short-term operation. Strong explosive force brokerage unit, in coordination with the good is often able to form a strong upward trend. Relatively small number of financial stocks, there is a strong linkage between sex, in the analysis of brokerage stocks, the need to focus on the movements of the entire financial sector, so that in the interest of the brokerage unit of opportunities to grasp.
Investment in machinery stocks these days, should pay attention to the scope of large machinery industry, including listed companies are more in the investment process, we need the specific distinction between the development prospects of the various sub-sectors and the economic cycle different. Should focus on the machinery sub-sectors are: the large marine engineering and ship port equipment, marine exploration, mining and processing of complete sets of equipment; large-scale mining of energy equipment, including large-scale environmental equipment and resources, comprehensive utilization of equipment; new type of textile machinery, including the polyester staple fiber complete sets of equipment, complete sets of high-performance modern cotton spinning equipment, electromechanical integration, computers and air-jet loom weaving, imitation cotton manufactory production lines, computer jacquard machine, high speed knitting machine and other high-quality precision energy-efficient environmentally friendly products and equipment; CNC machine tools, including major engineering automation control systems and precision measuring instruments, etc.; new railway equipment, including high-speed trains and new subway cars.
Investment in real estate stocks, when the main points to note are: attention to the selection with large land reserves of real estate companies; attention to the selection of anti-risk ability of real estate companies; attention to the selection performance of steady and continuous growth, or a significant reduction in Yu Ying Real estate stocks; attention to the selection of real estate financing channels for multi-listed companies; starting from market factors, select the volume is larger, more obvious signs of money involved in individual stocks
