How To Choose A Contrarian Variety At A High Level?

Rising, continue to maintain a slow uptrend trend, but the real estate stocks and bank shares trend differentiation, real estate stocks began to show a short-term adjustment trend, the market is facing the early high point came out in September, 25 days, Hong Kong, Beichen and Germany cotton will be concentrated on the issue, the main factor of Tuesday's rise is the purchase of new shares the day before yesterday, the short term investors to clear the stock of the action is obvious, this column found that although the stock index is more and more high, the hottest species defense tastes heavier and heavier, unlike the May non-ferrous metals, aerospace industry and machinery manufacturing varieties highly praised, and now it is tilted to the undervaluation of the value defense, the market's conservative mentality is not consciously reflected in the plate, value investment is the key choice. Wednesday's market was boosted by the B-share market and rebounded by big market capitalization and blue chip varieties.

Willing to invest in listed companies for a long time, the market base of maximizing shareholders' interests is not strong enough, and the securities market has also played a major role in decentralization and dissolving the risks of state-owned enterprises. The 98 year's iron and steel stocks are listed on the stock market, and the listed banks are now concentrated on the market. The financial burden and the concentrated risk of the long-term backlog on the government are gradually dispersed. Secondly, it is the return of shareholders. Therefore, China's value investment is characterized by Chinese characteristics. We must take the market game into account and take account of the components of the policy game. As a result, the stock index has been innovating for a long time, but the capital flow is the low price variety. Value investment is based on shareholder value theory. The goal of an enterprise is to create greater value and more profits for shareholders, thereby making shareholders more valuable.

　　考慮到了政策壓力之下宏觀經(jīng)濟(jì)增速減緩的因素,逆勢品種必須是第四季度能夠在業(yè)績上不受宏觀調(diào)控影響,市場未來的上漲動(dòng)力來自上市公司業(yè)績不斷提高,半年報(bào)顯示上市公司業(yè)績今年半年增長17％,明年整體還會有17％-20％的平均漲幅,重點(diǎn)企業(yè)可能會超越這個(gè)數(shù)字,而這些企業(yè)就是未來一段時(shí)間我們要重點(diǎn)布局和挖掘的品種,以制造業(yè)為例,家電行業(yè)經(jīng)歷了長期的下跌之后股價(jià)已經(jīng)相當(dāng)便宜,而資源價(jià)格的下降為他們提供毛利率回升的空間,過去三年飽受成本擠壓之苦和殘酷的市場競爭,一批行業(yè)巨頭脫穎而出,今年冰箱銷售量劇增100％,空調(diào)銷量也穩(wěn)定增長的情況下,加上消費(fèi)升級需求的拉動(dòng),他們的業(yè)績在第四季度和明年都將有上佳表現(xiàn),其中突出的上市公司就有G美的 （000527 ）,和G格力 （000651）可以關(guān)注；

Technically, the stock index has been pushing up the market and gradually increasing the selling pressure, and the index is approaching the previous high point. The volume of the market has begun to enlarge. From the point of view of the box structure, this point is also a high-risk area. But the bull market complex urges the market to completely reverse the trend. It needs a process. The stock shows that the more active factors are, the less active the factor is. After all, the long vacation and the industry will follow, plus the weekly index gradually approaching the overbought area, and the operation is still on the sidelines.