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Data:2009-12-12 2:34
Bank stocks appeared poised yesterday the state has not changed long to see more confidence and emboldened, but has become an off-site resources dare to approach the main factors. In this driven by broader market surged again yesterday, the Shanghai Composite rose 20.27 points, the two cities rose 10% in stocks also reached 14 quite a lot of "51" blowout Quotes characteristics.
A new high from the two major driving forces
From the disk of view, bank shares yesterday, showed a rest situation, A-share market in this premise, the main driving force continues to rise, there are two, one section of new shares. In particular, has just been listed gold mantis Monday, opened higher yesterday, 4%, and quickly hit daily limit, thereby activating the small plates of new shares as well as the board of North Star and other strong shares. These shares are mostly in the high-priced stocks are conducive to expanding the market room for imagination.
Second, underestimation of the value of second-line blue chips. Including Shanghai Zhenhua Port Machinery, Liugong as the representatives of the mechanical section, but also Lanhuakechuang, Shenhuo shares, etc., represented by the coal oil blocks, these underestimate the value of the advantage of low valuations, with some low-lying land valuation effects.
At the same time, the recent release of the fund size continued to reach more than 800 billion yuan, these new funds would not want a big issue reached the market, hot stocks, therefore, the sword easy road to intervene underestimate the value of second-line blue chips, so that the broader market on the new second-line blue chips The lent support.
"51" blowout is expected to reproduce the
Precisely because of this, the more optimistic in the industry believe that the A-share market is likely to form similar to "51" blowout Quotes characteristics, because it was "51" blowout Quotes of the two elements are: First, the involvement of additional funds, point all the way from 1300 when the Shanghai Composite rose to 1,400 points, set jog trot, the new fund coincides with the peak of Jiancang, these new funds and a huge influx of buying, it pushed up the benchmark Shanghai Composite Index, the Shanghai Integrated Zhang Sheng from 1400 points in one breath means to nearly 1,700 points. Looking at the present A-share market, shares, behind the strong second-line blue chips, but also into a new fund Jiancang peak.
Second, the proliferation of leading the hot spot is also conducive to the formation of the main Shenglang. In the "51" blowout Quotes in, or certainly a large number of low-priced subject shares, but the overall gain is clear that the fund Shigekura the second and third line of blue chips, Sinoma International, the National NARI, Zhenhua Port Machinery, CITIC Guoan, etc. familiar second-line blue chips on the completion of this year at this time, the main Shenglang, aerospace defense industry stocks would also like to lighten up cycle is complete pulse cycle of the stock movements. Looking at the present A-share market, a large number of underestimating the value of the effects of second-line blue chips because of low-lying land have been added funding phase, but also the impulse to blow, and such stocks once the blowout, it will attract more capital to participate in a group of up to and not fundamentals can still stocks, thus promoting the broader market appeared blowout Quotes.
"28" or change "64"
This point of view, the Shanghai Composite is indeed possible in the near future shares, second-line blue chips under the impetus of a new round of the main Shenglang, at this stage, the original "28 phenomenon" may be "64 phenomenon" by the replace, or 60% of the shares will continue strong, the core species that shares with the second-line blue chips, but 40% of the shares will go weaker, the core species may include first-line index stocks and bank stocks, real estate stocks and other species, but also performed very badly, and possibly a small number of non-or large stocks of non-reduction.
In other words, the recent blowout Quotes, though they have "51" blowout Quotes of the main features, however, does not simply repeat the "51" blowout Quotes of the broad based, but most likely second-line blue chips, shares plate turns rise, thus pushing up tape. Accordingly, there is optimism the industry to predict the Shanghai Composite in 2006 may be a new record high.
In fact, this also reflects the future of A-share market investment opportunities in the road map, first, the low valuation of the company and the recent positive changes in fundamentals is expected to have some second-line blue chips, such as Liu of shares Tielong. Second, small plates of new shares, the history of earnings records show that both of these stocks have a history of rapid development, if the means of capital market financing platform is expected to get faster development, and snow Wright, river deer island, gold mantis and other firms of opportunities can still be anticipated.
