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Data:2009-12-12 2:34
Source: Chen Lin Chin-triple consultancy
Do more based on:
1, the red chips return to the beginning, the banks rose orientation.
The scale of development from China's stock market perspective, a large number of red chips is bound to return in order to act on behalf of construction of H-shares and to CNOOC, China Mobile, China Netcom, represented by red-chip return to the mainland on the A shares will be the general trend. OK, now that the return has been formally on the agenda, given their current resources listed on the Main Board of the drop in the bucket, nearly dried up, just the use of 4000 points, both large cap and the time that the so Haiwaichizi to go home, can also stabilize the overheated stock market, kill two birds with the function. The Monday the rise of the financial sector can be described as a comprehensive, China Merchants Bank rose 8.02 percent, Shanghai Pudong Development Bank to continue spiraling 3.01%, in particular the two high-priced insurance stocks has risen sharply in China's Ping An daily limit, while China Life rose by 8.97%, the financial sector's strength fully driven sentiment.
Second, blue-chip across the board to start the broader market directed at a new high.
From Monday to see the disk to tape, led by heavyweight blue-chip play an important role and contribution of the index is also the largest individual stocks such as China Merchants Bank, Ping An of China, Shanghai Pudong Development Bank, Sany Heavy Industry, deep into the source of other blue-chip blue-chip company highs. As the implementation date of the implementation of stock index futures grew farther and nearly occasion will be the decisive large capitalization blue-chip index futures tools, and broad market of blue-chip panel is also expected to become the main investment products, but once the broad market of blue-chip Zaixian market, will lead the broader market advance to a new high, therefore, the current investors are thinking the bull market should be established to seize the market convert hot blue-chip strategic vision concerned about investment opportunities.
Short based on:
First, fill a vacancy sooner or later, the advent of the day, pre-formed high resistance.
Monday stock index rose, but the disk read up a bit too fast, from the opening situation, the broader market opened higher with 4195 points, making tape and last Friday to form a nearly 40-point gap from the tape prior to the formation of gaps in the trend of looking after the , regardless of the size of the gap in the future must be covering short-term gap in 2-3 trading days to cover, the mid-gap is also 4-5 weeks to cover, so investors tape covering the gap caused by the callback Risk should be a high degree of vigilance. In addition, from today's volume of view, although somewhat larger, but not enough to reach over 200 billion the amount of advance, especially in the face of high pre-break 4335-point moments, such as the volume does not quite tie in with the lack of sufficient new multi - funding boost would be difficult to go beyond 4335, which investors should be aware of Xianjihangshi.
Second, high transaction costs, capital side is being tested.
Can the stock market to maintain the high level operation is the most fundamental protection of the adequacy of funding. But authorities Guotai Junan's findings, the current available funds are "living beyond their means," worries: Because just from the outflow, the current stock market, margin balances, 13 ~ 14 months after the basic exhausted. The proceeds of funds, primarily new accounts and funds Jingshen Gou, with the present situation, this growth rate of the two main funding sources are declining. Less than the total annual profits of listed companies, transaction costs, two thirds of the year, which is an obvious "upside down" performance. In accordance with a daily trading volume of 200 billion yuan, a year in transaction costs, 500 billion yuan. All listed companies in 2006 generated net profit of 389 billion yuan, of which the outstanding shares of the shareholders to share the net profit of about 120 billion yuan. Therefore, the market's certainly worth worrying financial side.
At a glance:
In the message surface at a relatively quiet time, the financial sector led the market up and challenge the previous high point, hot afternoon, as well as the continuity of the continuity of the weight plates will determine the trend after Quotes. Investors are advised to look or in the middle lane Buying blue-chip growth, moderate to maintain position. Tuesday bullish.