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Data:2009-12-12 2:34
Source: Chen Huiqin Huatai Securities
3,000 points yesterday, breaking the tape, the banks contributed plate. For the future be able to control the operation of stock index futures right to speak, the future impact of the Shanghai and Shenzhen 300 Index as the scarcity value of the index will be gradually reflected in the fund companies, QFII, insurance, brokerage, and private equity investors, including funds will active layout, with a view to attaining a leading edge in future markets.
Concept stock futures surging
With the new "Futures Trading Regulations," the official promulgation, which means the introduction of stock index futures are also not far off. Can be expected that the introduction of stock index futures will bring about major historic opportunity for futures companies and futures companies, trading volume is bound to grow exponentially. In addition, the futures price of the company's license will also be correspondingly, a listed company's equity investment in value-added rate futures will also be more favorable. Yesterday disk shows that equity futures companies in Shanghai and Shenzhen stock market listed company Mailyard northwest chemical industry, the Chinese University of shares, Xiamen International Trade, Philip industry have a strong stake in emerging markets globally significant signs of the plate to start. From an investment strategy point of view, bargain-hunting investors concerned about a larger proportion of equity futures companies, and the strength of the company's relatively strong futures shares of listed companies, such as the futures business has been good Philip industry shares, shares of International Trade futures annual performance excellence in Xiamen International Trade and so on. In addition, the shares are not known to the mainland market, futures Daheng technology are cause for concern.
White Horse is the largest brokerage stocks
Recently, the brokerage stocks are still relatively hot state, shares of brokerage stocks were also quite eye-catching performance. In order to meet S in Beijing's resumption of two recent high-tech Wanwei, Anhui to shares, and other brokerage stocks Hongtugaoke trend very active.
In the stock market into the "golden years" in the context of the securities industry in particular, high-quality brokerage industry will enter a stage of sustainable development, seating within the industry began to re-schedule, industry resources to focus on high-quality brokerage. With margin trading, stock index futures and direct investment brokerage business, release, broker's profitability is expected to be further strengthened. Significant increase in brokerage profits, is expected to make equity brokerage income performance of listed companies are expected. This is the brokerage stocks are sought-important reasons. It should be said, as related to the listing broker, they reassess the value of the huge profit margins, to such a listed company has brought significant trading of investment opportunities. We believe that the Pearl of the Orient, etc., take an active interest.
Rate hike in to the market to convey a signal of tightening, investors should pay attention to the follow-up of possible further tightening of regulation and funding side of expectations, while actively adapt to market trends and fluctuations cycle personalized operation, according to the flow of funds to invest in shares of the advantages of proper grasp the theme of wheeled trends. The trend in interest rates, investors may be the network of science and technology, medicine, business, new materials, new energy, media, non-interest-rate sensitive sectors such as the annual reports of profit growth stocks pay more attention to, especially those with quality assets and re-injection is expected to clear and with continuous growth stocks, such as the sun and east of Jiangsu medicine.