Category: Money Tips Date: 2006-07-12
Source: Broadcasting Corporation of Information Author: Li Ying
Thursday the release of the Ministry of Construction in-depth investigations throughout the real estate industry and investment projects, the labor and social security department issued a notice, strict management of social security funds, all deposited in a bank or buy bonds, not to invest, as of last year, the National Social Security Fund balances 606.6 billion yuan, in order to the pursuit of greater return on investment in fixed assets invested in capital markets and investment, lack of supervision and the misappropriation problem has continued to appear in the overheated economy and investment growth have played a role in fueling, while the Ministry of Labor and Audit Department jointly issued a document inventory, can be regarded as macro-control one of the ways the use of administrative means, but also for real estate stocks led the market neutral approach to the differences began to appear, due to interest rates, land tax increased by factors such as regulation and the industry had a negative impact on rising house prices was limited room for an upward trend in land prices appear likely to industry profit will fall, the real estate section of the weighted-average price-earnings ratio reached 36 times, the overall valuation level is high, largely reflected the impact of short-term performance growth The long-term appreciation is expected to still be among the leading varieties for their long-term rise in power, but the recent short-term investors in the gradual retreat, if the continued rapid appreciation of the yuan during the holiday, then the appreciation of the market-related species is likely to continue up, the appreciation of theme does not change;
Recent Fund Masukura varieties tend to support the market and industry, high-end varieties pulled the mechanical engineering industry, innovation as a new hot spot may actually be in October to meet the 16 Plenary Session of 16 to echo the flavor, coupled with 3G communications and the media Further active and innovative themes like the meaning of jumping front, innovation is still subject to long-term investment in the leading companies and the military industry more favorable;
Before we talk about "pan-land" concept, in essence, is the appreciation of the theme, then we are talking about consumer demand, which is the third theme, the current can be basically judge the conduct of the bull market in 2007, the main vein, that is in the "appreciation, innovation , consumption, "the three main themes in the deduction, even if technical adjustments to start, the market adjustment and expansion will not change the basic theme of the bull market, so the appropriate adjustment of decline and is an excellent opportunity for the opposite.
Technically volume contraction is a headache, from the May, July to September 3 connections can be seen the peak volume, market operation and volume of stock to run form a clear departure from the stock market index hit new high volume is not high, the second Mogao 1740 index points above the volume shrinkage is even more serious, after all, is not Zhuanggu broader market, rising with the lack of an effective volume, in essence, is to explain the secondary market, the level of activity decreased Run box model is greater than the probability of unilateral rose, when the volume shrinking to a level, such as the Shanghai stock market 16.0 billion below the market sustainability of hot spots would be greatly reduced, the operation recommended less pre-holiday move, postganglionic According to changes in the market during the layout.
