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Data:2009-12-12 2:34
Source: Xu Bin Guotai Junan
Wednesday broader market rose again out of the market, long has once again planted the 2900 point intraday stocks have substantially the performance of tape or a romantic Valentine's Day performed a back to the market all to bring a good mood. So, once again stand on the 2900 tape is a new bull market beginning in the end, or excessive physical overdraft do?
Tape mad
Has been since last Tuesday, the two cities tape massive counter-offensive, except February 9th Shanghai Composite fell 7.34 points, slightly, the rest are all rosy, or up 11.2%. Let rise in a row the index Qianjiu today stand on the barrier, although seemingly broader market situation is gratifying, but I believe that investors in this position needs to have a calm mind. Because the current wave of upward trend has shown some weakness. First of all can see is that the recent 7 trading days had been spiraling floor plate size of the performance, especially financial, steel, electric power, coal, automobile and other forces to do more, the five main access to the main funds have led the pursuit of the broader market; followed by a more What is important is the weight of blue-chip variety in victory across the board Wednesday, a wave of late pulled up there seems to produce accelerated trend of the suspects, this is now under the surface calm of the most unstable factor. Because stocks plates wheeled Quotes for the index of Change will not bring too many "false" component, the real bull market is the weight of blue chip varieties carried out under the situation of checks and balances were mixed stocks active market, such as wheeled will allow the market to go stronger and go further, but once the collective weight of blue-chip appeared to dance, weight on the market of blue-chip blocks the protagonist brings is the "earns index does not make money" effect, it is likely with a to more "false" prosperity also means the end of the wave of a wave of upside. Currently on the market would be thrown into such a situation, the broad market can be called mad.
Operation strategy around the Spring Festival
Lunar New Year is the traditional Chinese festival, and most important festival, the particularity of its existence let A-share market investors are benefiting. A-share market has been 17 years of history, recalling the history of 16 after the Spring Festival market, the stock market rose more or less. Look at the Festival of the first trading day in 16 years when the first trading day up to 12 times, only 4 times down on the first day the stock market go up or down and the next there is no obvious correlation between the Change, but the Quotes year relationship with the larger, 4 times down occurred during the bear market or a bull market in the end, but apart from in 2003 than the remaining three years of years of K-line are Yin Xian. Festival for two or three months the stock market look at the performance, except in 1994, the remaining 15 years after the Spring Festival has a wave of large or small market, short duration, less than 10 trading days, long it may be multi-year Quotes . Right now indisputable pattern of the bull market, this year's Festival rosy expectations greatly increased, and therefore, I suggest that investors choose to holding festivals, then select which types of stocks more profitable varieties of festivals then? The first point is the need to avoid substantially higher pre-holiday varieties, military strategists are made, where the fighting has become a winning situation, you can no longer attack, then attack must not do everything, doing its best offense is very dangerous. I suggested that more attention to those with subjects effects, the stock has high characteristics of species. On the one hand from January to April is the annual report focused on the disclosure of the sessions, there will be a part of a listed company or send Zhuanzeng blue-chip stocks high-quality annual theme, which is Among them, those who do not appear before the disclosure of annual reports sharp rise in stocks is most worthy of attention.
On the other hand, if the high-priced shares corresponds to high-risk, then the cap, lower can be considered relatively safe, there has been before the holiday part of the cap, lower-performance, can be expected after the holiday will be a lot of high-quality with the broader market cap, lower-Stanford machine Ying to its own outbreak of the wave, so some seriously underestimate the value of the stocks have room to explore. Such as Changchunjingkai (600,215), the company through stock reform of assets replacement, the original assets of nearly 20 billion out of all the exchange listed companies, corresponding to the 2 billion worth of land exchange in the company, for which, the company added an area of 8.1 million square meters, construction area of 10.32 million square meters, worth at least 31 million high-quality land, two take to the privileges allow the company actually owns the property resource advantages in order to assess the fair value, net asset value per share should be 10 yuan or more, seriously underestimate the present value. In addition, the company's high-tech theme prominent signs of significant involvement of incremental funding, the main force aiming at lofty, afternoon is expected to become the engine of Chinese New Year Quotes may be bargain-hunting interest.
