Category: Money tips Release Date: 2007-04-05
Source: Beijing in the first place
Today, Hu Zhi still suffered repression at the top of the medium-term moving averages, have also been below the support of short-term moving average, volatility room is reduced, the direction is not clear, below 3,900 points in intraday trading, but still stand close to the integer above the mark to a small cross-Star Yin income, while volume continued to shrink, except for shares of the amount of 58 billion yuan Shanghai stock market is only around a single, and July 13 for the year a new low close, indicating a very strong market, watching the atmosphere, the overall point of view, the market is still in the process of a medium-term adjustment shocks and absorb the top of the hold-up disk, clean disk short-term profit, in the process, only a small number of varieties of stock funds to operate, the overall chances are not many, so Investors may wait clear trend, waiting for the arrival of a breakthrough, and then to make operational decisions.
Focus 1: macro-control policy a lingering, long-short divergence is growing.
National Bureau of Statistics released this morning, in the first half of 2007 on economic data, in the first half CPI rose 3.2%, with June CPI rose by 4.4%. In the first half-year GDP growth of 11.5%. Also pointed out that relatively fast economic growth from overheating trend of change more apparent, the trade surplus is too large, too much credit, excessive investment growth remains outstanding, and fast growth in energy-intensive industries, energy saving and emission reduction is still grim, price pressures continue to increase large, etc., can be a result of these data and the review concludes, the country's macro-control policies will continue to carry out, such as raising interest rates again to raise the deposit reserve ratio and so on tightening policy. In this market environment, most investors are cautious there is very strong psychological, and growing differences between long-short, on the one hand, multi-view, the bull market the background of several major factors have not changed as at present only a short-term shock adjustment and time will not be long, interest rate policy is the introduction of advantage of this opportunity; while on the other hand, relatively bearish investors that the bull market environment has changed, but some investors think this is a bull market in mid-course adjustments However, space and time is longer, after the market interest rate will adjust to a greater intensity, that is, although the disk is relatively calm, but this is the huge differences between the external appearance of long-short, and this calm will not be continue for a long time, long-short bound to be a winner.
Focus 2: Mainstream hot plates have died down, the stock of short-term operating funds.
Recent banking, real estate two blocks to become the greatest driving force to maintain the index, some stocks have repeatedly hit record highs, such as China Vanke, China Merchants Bank, etc., as well as ICBC, BOC, etc. to build a better bottom of the platform, that is precisely This part of the strength of individual stocks, the index is in the recent run on the platform at about 3800, but today these two plates have died down, stocks have carried out a technical adjustment, and we can see that, iron and steel, coal, two plates have the funds signs of outflow, have weakened, such as Wuhan Steel, Anshan Iron and Steel, etc. are all morphological signs of Po Wei. As the index heavyweight stocks up more funds needed, in the current market as a whole Suliang circumstances, shares of blue-chip index rose space has been inhibited, which also determines the rise again even if the index, then the space is not large, Only content can effectively zoom in, in order to adjust the end of the show at the same time, the two cities every day to maintain the multi-billion dollar amount in the vicinity, but also belong to a relatively stable level, and not particularly light, that is part of the market there are still active short-term capital This part of the funds would still operate in the Ministry of speculative variety, which is a radical of the short-term opportunities for investors.
Focus 3: Small local plate contrarian oversold strong, can not effectively stimulate popular.
Liu Tongpan only 11.7 million of the Lian Hua Fiber appeared in three consecutive daily limit to drive in Shanghai for local small-cap stocks of the active, such as the Jielong Industrial, or white stock, also boosted the strength of other small-cap stocks, such as the North International, Guangzhou Refrigeration Company as well as some small plates stocks, which is the concrete manifestation of the operation of the stock of capital, one of which is capital in the market has always been unable to effectively enlarge the context of the choice of the stock of capital, but you can see, although this part of the Stock of the strong, but it does not stimulate market sentiment, it did not bring much money effect, the overall point of view, this part of the small-cap stocks are short-term speculative nature of the majority of species, belonging to the radical nature of investor choice. Not only that, we can see that this part of the pre-sales of individual stocks are the most oversold stocks, it is technically more powerful compensatory growth momentum, which is the largest recent market characterized by short-term opportunities.
