Category: Money tips Release Date: 2006-10-05
Source: Guangzhou Bandung
Abstract: At present, hedge funds blocking the 10th anniversary of the Asian market, hedge funds have already started on the action of Hong Kong equities. Therefore, the Bank of China listed on the two places and the introduction of index futures, that is, to blocking hedge funds.
The game between the market and the policy process:
1) management's intentions big amazing! The current international form is not very optimistic! Re-blocking of the funds during the 10th anniversary of the Asian market again began to operate. Hong Kong is already well prepared to intercept, while the mainland A shares will also begin to enter the state of combat readiness. Bank-to-market, is aimed at blocking the impact of hedge funds on the A shares. In addition, the accelerated introduction of index futures, a far-reaching intentions. Currently stock index futures contracts are tire-shaped, intense preparation of financial derivatives exchange in Shanghai yesterday wrap-up meeting, the Preparatory Team, Fan Fuchun, vice chairman of China Securities Regulatory Commission made an important speech at the meeting, and staff of the preparatory group of the past one phase of its work expressed his thanks. It is understood that financial derivatives exchange the work of the preparatory group of officers from the three Futures Exchange, and two Stock Exchange secondment secondment period March 20 to June 20 for three months. At present, the secondment period when, combined with yesterday's wrap-up phase of preparations for the convening of, indicating that the preliminary studies of stock index futures has been temporarily come to an end. Prior to this, deputy head of the preparatory group, the Chinese Securities Regulatory Commission, director of futures Yang Mai Jun also said that stock index futures on institutional arrangements, including contract and a number of details, it should be relatively fast in the next month or period of time will be publicly announced. Instead of allowing the creation of hedge funds outside the A-share index, but not as good as Guanmendagou, the introduction of these funds will be used for me! In addition, the SSE has now made clear goals for the future: innovation and continuous SSE For fifteen years to build a world-class exchange. A clear direction for innovation, developing innovative goals, selecting innovative way ", which is the Shanghai Stock Exchange as the base of the legislature. In the SSE 15-year history, from the 1999 launch of the" joint research program on the card "to a few days ago launched the first "Market Quality Report", "innovation" which has run through the word. innovation has become the SSE's "soul", but also to achieve its ambitious goal to build a world-class exchange important gateway. At present, management's intentions large amazing, it is necessary to create a world-class stock market, then the Quote will be amazing big.
2) The cattle will once again co-operation, the index will appear V-shaped reversal: the reasons for this adjustment is more complicated, with this, said that the management does not have the relationship between the interests. And the stock market directly and the central bank, the SASAC and the SFC attitudes linked to any party as long as there are differences of the stock market should stagnate. Three cows will once again join forces, this is undoubtedly the stock market is major good news! People join forces to promote cow factors are: Bank of China issued Shen Egypt was finalized: the issue of Bank of China listed on the central bank and the SFC will benefit linked together, it is envisaged that the next central bank's probability of extreme policies of a sudden came out very small, even though there is also a As the current round of raising the deposit reserve rate in advance, like a shot; Sinopec shares changed almost: pre-SAC suppressed the stock market is to prevent the market expectations too high, has increased the share reform in the process of bargaining, increased central enterprise integration costs. Is estimated that this pressure, the SASAC has achieved its purpose, together with returnees and large central enterprises listed on the listing, which can be said SASAC is a bumper crop, so the SFC and the SASAC, there has been dialogue on an equal rights. Since the central bank, the SASAC and the SFC will present the same interest, then the stock market will continue to improve, with the Bank of China listing, or to subscribe for the end of the market at any time V-reversal may occur.
Macro Energy Analysis: tape-week K-line analysis of the broader market will be in the form of Yang Xian Su Liang small break 1622 points. In the total market worried that Yinxianxipan circumstances, a record high.
Market Analysis of Multi-cycle resonance point
A) short-term opportunities Plate: Energy monitoring shows that today's funding to the agricultural plate, small plate and 3G and other electronic devices and information-type mobile. On behalf of leading, respectively: G-Shun Xin (000.86 thousand), Nanjing, Hong Kong (002.04 thousand), Shen Tianma (000050), etc..
2) The short-term market opportunities for plate Plate Review: Energy monitoring the availability of funds yesterday to military plates, food and beverage and coal blocks movement of the sea today, military plates straight G (000099) into the fat Technology (600,391), food and beverage plate G-pass grapes (600365) G old cellar (000,568), etc. worked fine, and can continue with the Comprehensive
3) Market risk point: market risk point: For the performance loss and significant reduction in stock, but no substantive themes, and resolutely to avoid
4) Protection measures: recommendations of the upward trend in the stock intact attention, participated in a small rebound in the stock recommendation
