Category: Money tips Release Date: 2005-12-27
Source: Beijing in the first place
Bad news in the cash rate hike after the Monday after the stock opened at low, bargain-hunting set was quickly pushed up separate ways, especially the Shanghai Pudong Development Bank, Industrial and Commercial Bank and other banking, insurance stocks rose, pushing price points on the 3,000-point mark. So, how should understand the current market, the market opportunities, there was where?
First, interest rates make short-term advantage of this opportunity, heavyweight once again active, will drive the stock index to launch a new offensive a new high. Mobility abnormalities in the context of the spread of the bull market, from foreign experience, once, twice, or even N rate increases simply can not stop the pace of the bull market high-spirited, in fact, low interest rates caused stock index opened often become smart investors bargain hunters grab stocks disk potential, excellent opportunity to open lower Monday after the first rose is a very typical example. From the interest rates on the market and the plate, the impact of individual stocks trend point of view, interest rates on banks and insurance companies constituted an absolute positive, the relevant company's future earnings growth is expected to further bullish, giving rise to Shanghai Pudong Development Bank, Industrial and Commercial Bank and other bank shares rose heavy volume, become the key to promoting the broader market up blue-chip power. On the other hand, an increase of RMB exchange rate hike another record-high expectations, and thus funds are sought after aviation, paper, etc. benefit from the yuan concept stocks, has become a key market hot spots. For the real estate section, the interest rate although bad, but the appreciation of the RMB is expected to constitute the medium-term bullish, long-short factor in the collision, in the context of the bull market, short-term market is still bullish factors are reflected on the positive, reflecting the impact of factors on the bad cold, causing some property stocks also gained a certain extent.
News of interest rates in Canada, the stock index futures regulations will be implemented in the April 15, stock index futures will be launched in the first half is almost a foregone conclusion, resulting in a number of shares of stocks futures companies active in class. However, as these stocks has risen over the previous period have been substantial and difficult to continue soaring, investors blindly chasing the concept of subject matter, there may be some chasing high risk. On the whole point of view, hike the short-term advantage of this opportunity to make a strong flavor, whether it is up to the first break up further by Ye Hao, or if you really want to break higher, short, short-term advantage of this opportunity as an opportunity to banks and other heavyweight active again and will push to launch a new offensive in the short-term index.
Second, heavyweight high upside trend directly determine the broader market, the market short-term speculation has four clues worthy of attention.
Banking, insurance and other heavyweight directly determine the broad market trend of a high degree of upside again, that banks and other heavyweight upside intensity, magnitude large, then the index of the intensity and magnitude of upside will be greater the contrary, highly limited. Taking into account the 3000-point at the top of the policy regulating sensitive areas, in the broad market strength again, we should also pay close attention to subtle changes in the policy side to prevent the risk of unnecessary shocks. Market speculation on the short-term perspective, the four leads are likely to be hot spots of local speculation:
First, the appreciation of the renminbi-related stocks, including banks, insurance, and paper plate, midline point of view, banks, insurance companies with the greatest potential, it is worth the long-term concern, paper, real estate belonging to the possibility of short-term active greater focus of attention should be focused on In the banking, insurance stocks.
Second, adjust the full blue-chip stocks with low price-earnings ratio, in particular, are excellent performance, price-earnings ratio is only about 20 times the level of varieties, in all kinds of junk stocks repeated violence, the investment value of outstanding short midline Investment Safe.
Third, the international natural gas prices skyrocketing, the future pressure on Chinese imports of natural gas prices expected to greater domestic gas price reform curtain has been opened, our country has entered a rising cycle of natural gas prices, related to benefit species, highlighted investment opportunities in the middle lane.
Fourth, the "State Council approved in principle large aircraft development technology special project", for the two cities with substantial aerospace, military concepts, while the rate of increase in both prices and the potential of smaller species, such as the small plates concept of aerospace defense stocks, constitutes a substantial middle of good. In the small plate Niugu emerging against the backdrop of the potential of stock-related cause for concern.
