A Shares First Appeared "Dragon Head" &Nbsp; More Than 60% Institutions See More Aftermarket.

The day before yesterday, the five good news came together.

As for the strong rebound of A shares the day before yesterday, market analysts generally believe that it is caused by five major positive forces.

First, in 2012, the Central Document No. 1 locked down agricultural science and technology innovation. Although this is expected in the market, it still plays the role of stimulating market hot spots to boost market confidence. In the early adjustment process, the agricultural concept stocks once supported the overall situation.

Secondly, it is reported that the Central Huijin Company agreed in principle that the proportion of large banks' dividends to be held this year will drop by 5 percentage points to support banks' ability to retain additional capital for profits.

It is estimated that 5 percentage points of cash dividends will be reduced to three yuan, with profit retained and capital increased by 26 billion 356 million yuan, thereby indirectly reducing the demand for financing from the capital market and promoting the rise of bank shares.

Third, the continued decline in the proportion of foreign exchange deposits may accelerate the central bank's next monetary policy easing, such as the reduction of the reserve ratio of banks, and the reduction of reserve ratio can become a new breakthrough for the big market.

Fourth, in January, the official private PMI both rebounded beyond expectations.

PMI has been rising for two consecutive months, which means that China's economy is "slowing down and stabilizing", and it is also one of the favorable factors of the market.

In addition, Xie Xuren, Minister of finance, wrote in the magazine "seeking truth" that it is necessary and possible to continue to implement a proactive fiscal policy.

This position is the market.

Chen Jianhua, an analyst at Yintai securities, believes that despite the lack of quantity, the upward trend of Thursday's index once again shows that the rebound in the A share market before the beginning of the festival has not ended.

The impetus for the current round of market quotation comes from two aspects.

The first is the expectation of remission of liquidity, and the other comes from various policy sides.

Before the market's expectations for these two aspects have not changed completely, logically, the Shanghai and Shenzhen index will continue to rebound upward, and the corresponding market performance is to underestimate the value of the value of the plate and restore the high resilience and strong cyclical stocks.

Therefore, the overall trend of short-term A shares is still relatively optimistic.

From a relatively long time, we need more basic data support to judge the market trend.

Before that, from a strategic point of view, investors still need to be cautious. After all, from the specific circumstances at home and abroad, the environment of A shares is still complex, and it is difficult to accurately judge all kinds of situations.

Guo Jin securities analyst Tao Yingjie believes that the overall market will remain "box shock, plate rotation" trend.

In terms of specific operation, we must adhere to the strategy of "buying up and selling up", and the strong cement and nonferrous metals in the early stage, and the ST plate are showing signs of weakness, which are not suitable for participation. We should focus on the smaller total insurance, brokerages and the agricultural, environmental protection and consumption sectors benefiting from the "two sessions policy dividend".