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Market Shocks Or &Nbsp Will Continue; Two Kinds Of Stocks Are Expected To Break Through.

2010/12/11 15:04:00 58

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Golden lark

Investment

At present, the A share market is facing the time window of many monetary policy adjustments such as raising interest rates and raising reserve requirements.

A shares

It is difficult for the market to shake off the weak market quickly.

But judging from the disk, the stock market is still active, this week's environmental protection plate, high-speed rail and other stocks have an upward trend, then, how do we view this information?

For now, A shares

market

In fact, it is facing a dilemma.

On the one hand, because China is adjusting its industrial structure and monetary policy, the monetary policy of the future will be adjusted from the original moderate easing to steady.

Therefore, analysts predict that the money increase next year will be adjusted from 750 million yuan this year to 710 million yuan or 700 million yuan.

Against this background, the new capital of the A share market is facing a certain tension pattern.

At the same time, the adjustment of the industrial structure and the regulation of the real estate make the stocks of the traditional industrial chain such as bank stocks and real estate stocks difficult to rise greatly, making the market difficult to rise unilaterally.

But on the other hand, the dynamic P / E of the Shanghai and Shenzhen 300 index is less than 20 times.

If the economic background of the future is not too bad, then the valuation data should be in a low historical area.

The Shanghai and Shenzhen 300 index is the distribution center of the A share market heavyweight shares, and real estate stocks, iron and steel stocks and other regulatory impact plates account for a substantial decrease in the current A share market circulation market compared with 2004 and 2008.

Therefore, the valuation of the Shanghai and Shenzhen 300 constituent stocks in the low position means that the market is relatively limited.

Therefore, for the current venture to do more capital, they will not dare to do more because of the high valuation of gem, small and medium board and the regulatory pressure brought by the November economic data.

From this week's 4 quarter performance over expected varieties, as well as the performance of new industry stocks, we can see that in the evolution of the A share market, there are new investment directions in the evolution process, that is, the hot spot in the entity field has become the capital accumulation point of the securities market, and has become the black horse and the strong stock distribution center of the two level market.

To sum up, the author believes that the A share market in the near future has gradually returned to the trend of 7 and August, that is, the relatively strong shocks of the index. On the other hand, emerging industries are surging and rising.

At the same time, because most of these emerging industry stocks are small cap stocks and new shares, they also have the characteristics of meeting the high expectations of annual reports and high growth expectations.

Generally speaking, the market outlook is flat and insipid, but the stock market is very active.

For now, it is suggested that investors should pay attention to two kinds of varieties, one is to grasp the opportunity of traditional industries.

At the same time, opportunities for turning points of some traditional industrial stocks can also be tracked. For example, the shares of Sichuan Run share (002272, stock bar) and ST, such as the company's basic inflection point, are issued by private placement.

The two is emerging industry stocks, especially in the future investment hot industry areas.

The author believes that energy saving and environmental protection industry can focus on, such as Sander environment (000826, stock bar), the first environmental protection (300137, stock bar), Sheng Yun shares (300090, stock bar) and other stocks can be tracked.