Category: Money tips Release Date: 2006-05-09
China Shipping Fund recently issued a strategy report that the fourth quarter and fourth quarter of A-share market will usher in the era of magnificent blue chips. The completion of split share structure reform has laid a foundation for rapid development of securities markets, high-quality blue chips are expected to get to market faster. A-share market will completely change the current blue-chip stocks undervalued, the market is not high degree of concern about the situation. The introduction of index futures, margin trading and other policy would be the biggest blue-chip up the driving force of China's securities markets will display a new vitality.
China Shipping Fund, said the bull market since 2006, only the China Securities in the history of the first paragraph of the biggest bull market in march is expected in the fourth quarter will continue the strong pattern of this year, the market focus will be a moderate upward. Sea Fund, through the asset allocation system, a comprehensive analysis of the fourth quarter, the market will be slightly better than the third quarter.
China Shipping Fund analysis of market performance from the first half of the RMB appreciation, consumption, resources, technology and strategic sectors in four configuration options are outstanding performance, and the periodic outbreaks of rising. From the future development trend analysis, strategic industry to configure still will focus on these four options to start the appreciation of related industries are mainly banks, real estate, services; consumer-related industries are mainly food and beverage, tourism; resources, mainly oil-related sectors , non-ferrous metals, chemicals; technology-related industries are mainly specialized equipment, electrical equipment, communications equipment.
China Shipping Fund considers that the first half compared to the main lines clear, the mainstream industry, hot duration is longer, in the second half in most of the basic advantages of the industry rose at a reasonable valuation range, the theme of investment has become a market stage investment opportunities.
China Shipping Fund favored themes include: 1, asset injection and restructuring, and reorganization of assets into the market will gradually become the new investment opportunities; two, the Olympic Games, the Olympic countdown to the Olympic Games two years shows the culmination of the real economy, investment in the coming period, and from stock market perspective, the stock market's "Olympic economy" is starting to preparation. Recalling the Seoul Olympics in Japan and the impact on the economy, can be found in the Olympic Games a huge role in promoting the local economy; 3, 3G, China Shipping Fund estimates that China's future 3G capital spending six years, more than 400 billion yuan, of which 230 billion yuan investment in system equipment. This will provide greater for the relevant investment opportunities, from the current trend analysis, 3G launch in the fourth quarter, more likely, therefore, including telecom operators, communications equipment, software development and other industries will have better investment opportunities ; 4, concerned about the real estate, finance, food and other sub-sectors.
