Home >

Short Line Follows The Principle Of High Resources Only.

2010/10/15 18:02:00 55

??? 日本語 Fran?ais English 中文

Us announces quantitative easing again

currency

After the policy, the US dollar was wildly derogatory and the non US currency appreciated. Japan, Brazil, Singapore, Thailand and many other countries intervened in the foreign exchange market, and the global currency war started.

The active depreciation of the US dollar is not a sign of ending at present. Massive inflow of money flows into commodities, and the prices of industrial goods and agricultural products go up crazily. After the festival, the resources such as resources and colored plates on the A share market have risen sharply.

Monetary factors stimulate resource stocks

At present, the structure of A shares has entered the "28 handover". On the surface, the concept of "big consumption" with the highest bubble has switched to the lowest concept of "resource goods", which is the idea that market return to value investment. In fact, it is a direct result of the decline of US dollar index.

At first, as the global economy was not well regarded, the agricultural products in bulk commodities rose sharply, and the prices of industrial products took place in the context of natural disasters and man-made disasters. At the end of September, the industrial products began to soar as the US dollar index fell sharply.

The rise of commodity prices is, in the final analysis, driven by monetary factors rather than by monetary factors.

Economics

Improvement is not necessarily demand driven.

Judging from the performance of the disk, all and

Resources

The stock that is colored or agricultural products has been frantically hyped up and excavated, and the big consumer and hi-tech electronic stocks that were popular in the early days were abandoned by people.

Since the main contradiction of the market is in the US dollar, as long as the US dollar does not show an upward reversal, the futures prices of industrial and agricultural products can still rise upward. At this time, the resources stocks of the stock market will still attract funds, while the other stocks lose this stimulus, and their own overestimation makes people fear and continue to fall.

Conforming to the tendency to stay away from the high bubble

Therefore, the hot spot of the disk has been fully converted, and the anti cyclical anti cyclical varieties in the early stage have been turned into a strong cyclical variety with positive periodicity. Investors must adapt to this change.

The valuation bubble such as food, beverage, commercial chain, medicine and other big consumption concepts is very outgoing. The recent heavy volume has caused a large volume of turnover, indicating that the signs of escape are obvious.

This year's market is "one-sided", that is, the trend will continue for a long time after the formation of the trend. Just as the trend is rising, these stocks will go away from the crazy rise of the fundamentals. Now their fall will continue for a long time. Investors should stay away from such high bubble stocks.

Similarly, after the strategic emerging industry stocks have been fully upgraded, there will also be obvious value return market.

In November 1st, we waited for the first batch of small plates to lift the ban and the same high valuation of small and medium sized boards, which were released at the same time. These stocks have fallen ahead of schedule and will continue until the lifting of the ban.

Investors should also stay away from these stocks, which depend on the rise of fantasy.

In short, short term operation should bear in mind the principle of "all kinds of products are inferior, and only resources are high", and stocks will be severely differentiated.

The active depreciation of the US dollar has not yet ended, and the price of resource goods is still rising. This will not only exacerbate the negative impact of inflationary pressure on the latter economy, but also create an effect of "rising index not making money" in the stock market.