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Data:2009-12-12 2:34
Source: Zhu Handong Wuhan Rand
In news: regulatory non-speculative operation of the Fund
Recently, individual fund companies received regulatory authorities "About effectively strengthen the Fund's investment risk management and related issues" which called for the fund to firmly establish the value of investment philosophy is strictly prohibited Fund's involvement in speculative operations, the rational allocation of assets, and effectively strengthen liquidity risk management, strengthen personnel management and investment monitoring, adhere to fair trade and prevent the transfer of benefits. In this regard, we believe that there is a certain transfer funds or warehouse behavior to deal with this "notice."
Yesterday, by allowing banks to direct investment in QDII products outside the stock market news, most of the H shares have emerged Tiaokonggaokai. Insiders pointed out that the CBRC choose this time to relax the QDII investment scope and far-reaching. Directly under the influence of investment in shares, H shares will be subject to the Department of QDII banks focus of attention. At the same time, QDII direct investment in stocks, will also serve to digest foreign exchange reserves, ease the excess liquidity as well as cool the A-share market supporting role.
Financial side: Nishajuxia shares of financial setback
Today, Bank of successfully log A-share market opening 14.20 to close at 13.54, or 71.39 percent, basically in line with market expectations. Deep rate tumbled yesterday, the Moutai JCP1 rebounded sharply today, and ended up 21.05% of the gains at close. Today, nearly 20 stocks daily limit, but the plate effects are more obvious weakening of the strong hint of compensatory growth stocks, such as the Century Plaza Hotel, Silver Star Energy, Power and other Galaxy shares were at 10 yuan. This part of the low-priced stocks afternoon we can still properly recognized. ST plate very crazy, * ST Tat, * ST long steel, * ST Luo cattle, * ST Oriental A were all limit-plate usher in a turbulent ST speculation space, the two cities daily limit of nearly 50 ST. While their profit margin is large, but the risk was relatively large, investors should pay attention to guard against. Fall standings of view, shares of financial stocks across the board diving, Hubei, Miami, Eastern Group, Jinfeng Investment, Liaoning Fushun, Huamao shares Huazishiye, China stocks rise more than limit down shares, etc. In addition, the Chinese University of shares, public transportation, tomorrow, science and technology, also have relatively large adjustments to circumvent this section we should note, do not blindly bargain-hunting.
Technical side: the possibility of things to cover the gap
Tuesday Shenzhen and Shanghai stock index showing a decline in the trend of unilateral, Hu Zhi kill broke a 10-day moving average, the overall pattern of relatively weak market. From the morphological point of view, there are currently covering the gap Hu Zhi requirements, but continued after covering the gap likely upside. Technical indicators, MACD indicators in the beginning of the current high level, "Sicha" while Hongzhu shrunk dramatically and the pattern of short-term market bearish. KDJ indicator shown clear short order, but K, D, J value is slightly low, short-term rally is expected to occur at any time.
More bad news is relatively recent, further increasing the market unrest, a slight sign of trouble has caused panic sell into this, we must keep a clear head, not blindly chase sell into. Afternoon is expected to maintain upward trend shocks. Concerned about the low price-earnings ratio of steel plate.
Xining Special Steel stocks concerned (600,117)
Xining Special Steel (600,117): The company is China's special steel industry leader, technical strength, with significant scale advantages. Will be the world's advanced "ultra-high power electric furnace - Refining - bloom continuous casting - high-speed rolling" four in one short-flow process to introduce into the Northwest. The company has formed an annual output of coking coal 1.2 million tons, 350,000 tons of coke, iron ore mining 3.2 million tons, Tie Jingfen 1 million tons, producing one million tons iron, excellent steel 1.3 million tons, 1.2 million tons of steel Eutech Comprehensive capacity. In 2007 a quarterly disclosure, the company expects the next reporting period between the beginning of the end of the cumulative net profit year-over-year increase over 50%. Technical point of view, contrarian stock up Tuesday, afternoon will be the best hedge varieties.