Category: Money tips Release Date: 2007-04-29
Source: Zheng Li Ting Northeast Securities
Tuesday market, a strong rebound in banking stocks, driven by individual stocks effects prominent, but the hot spot is not obvious. Was mainly due to capital in the market was fairly abundant, QFII has also tried every means to expand the quota, although the expression of Zhou does not rule out the interest rate band to increase its potential, the central bank raise interest rates has never ruled out the possibility of rate hikes can be implemented at any time; but at the same time means that the current level of interest rates is still relatively fit, savings into the stock market is a normal behavior of the shunt. For the previous stage on the market was overheated stir the recovery of liquidity does not re-emphasize attitude. Many experts from the central bank announced in recent months come to judge the financial statistical data, the stock market triggered a financial job-hopping phenomenon of hot. Management believes that there is no need to worry about the so-called decline in savings, Zhou also noted that "commercial banks point of view and we do not, we proceed from the overall point of view, from the perspective of the total normal, because investors the right to choose. "he said, household savings is still growing, but still relatively fast growth rate.
The conduct of international capital had to draw our attention to domestic investors, foreign capital on the one hand to sing the empty our stock market, talk about a bubble, but on the other hand, trying to achieve an investment amount, adjusted to the current location of the A-share market sights, while peripheral co-ordination as well as the impact of the market, making adjustments to further deepen the domestic stock market, foreign long-term capital beach landing one after another, to share the future growth of China's economic cake, China's domestic capital should be sufficient for such an act of attention to the entry for private savings City should be given full encouragement of the growth of the fruits of China's market should give priority to domestic capital share, and should not be an appropriate adjustment to avoid holding the attitude of fear.
With the domestic market, abundant funds, a new high after the rebound in the market once again put on the agenda, recently a number of institutions adjusted to give a certain high predictions, views, mostly concentrated in 3300 point to 3500 or thereabouts. Judging from the recent short-term investment security, or some protection, ranging from watching the recent market climate is still strong, an unprecedented Yinxian enable the market to pick up investors in the market outlook is not much confidence in this period, Lock the market has become a body pulled an opportune time, excessive fear of investors is likely to see empty at this stage Ta Kong market, missed a valuable opportunity to shock the bull market.
CSRC Chairman Shang Fulin, the first time yesterday to respond to: national stock markets mainly influenced by domestic factors, but also different from each other according to the degree of international influence. But China's stock market is now relatively small size, degree of internationalization is also not high enough, is virtually impossible to not have such an effect. Shang Fulin was yesterday morning to attend the opening ceremony of the Fifth Session of the Tenth National People's Congress before the interview made the above remarks. February 26, 3000 Shanghai Composite Index for the first time a firm point of an integer mark, 27, Shanghai and Shenzhen stock markets plunge heavy volume, both single-day record since 1997, the largest decline, followed by Asia, Europe and the United States major stock markets have tumbled, when the media says as "Black Tuesday." But the mainstream view, this decline was just a normal operation of the market characteristics, Shanghai and Shenzhen stock prices may be just a fuse, not the main reason for decline of international stock markets. For "regulatory departments are considering doing away with H shares," saying, Shang Fulin made it clear, "has never gone." Shang also said that is actively preparing for stock index futures, and great efforts to develop corporate bonds, etc. are also actively study. Management will seek to launch stock index futures in the first half of this year.
Individual stocks, the concern for financial intervention has not pulled in a strong demand for the industry leading variety of compensatory growth. Key attack - Industry University first (600,857) pre-Hai Tong Securities backdoor has brought the starting price, shareholders Ningbo firm, and brokerage concept, the other owner may keep backdoor. Company together the world's largest management software company CA, in high-performance computing and information processing products, telecommunications and government solutions and the field of software product development, expand cooperation; company as a good texture, Software Park concept stocks, software, network security, etc. Product development prospects are rather broad; the secondary market, the stock's recent stock price has been oscillating, the market outlook is still room to rise, it is recommended attention.
