The Decline Of The Gem Is A Foregone Conclusion. Investors Need To Avoid Risk Stocks.

On Friday, the market was once strong and strong. Although the market rose somewhat, it failed to accept the attack, and the attack intensity was slightly weaker.

The author thinks that from November 14th's 2078 point to this Monday as the first cycle of this new rising pattern, the main style of December will be rising. Starting this Monday, the second cycle is running. This cycle may not be able to rise too much, but overall it should be based on concussion and the goal is to take 2270 points. Since the 2270 point is pressing the market for nearly 3 months, it will be a great encouragement for us to win 2270 points. If we take this small commanding point, the main task before New Year's day will be the yin-yang dispute of the annual line. Since the opening price is 2289 this year, the main target before the new year's day will be more than 2289 points. Then there will be pressure at 2334 in May this year. There will also be a fierce battle there.

Market downturn on Friday, media culture, wine sector again strong, environmental protection plate also has certain performance. Blue-chip share The role of seesaw with theme stocks is obvious. Because of the growing differentiation of the gem, the controversy over whether the gem is going to the top is becoming more and more intense. I believe that the main stage of the growth enterprise market has passed, but there is still a possibility of high innovation. The rise of the index also needs the pulling of blue chips. But in recent years, experience has shown that the rise of the index driven by blue chips is generally bad. Therefore, in the next process of shock and rising, the theme stocks based on GEM will still have strong opportunities when the market is weak. From the perspective of individual stocks, many GEM stocks may not lose blue chips. In the case of limited index space, blue chips are hard to get huge profits, and blue chips can be treated as restorative rises. From this perspective, we can see that the blue chips are more robust.

　 The market enters the annual report, the high delivery market and the layout stage.

This week is the first week of December. Due to the news that the IPO will be opened soon after a year's suspension, the index of each category is obviously divided. The Shanghai stock index has four consecutive days. IPO gate opening It has a significant impact on the market's hot spots and emotions. With the release of all the supporting documents of IPO and the formal launch of IPO, it will still affect the mood of the market and the operation of the funds. This month is the last trading month of 2013. In other words, time has entered the end of the year. The year-end market generally has the following characteristics:

1, the financial system funds return, institutional capital settlement, compared to other months, funds face a period of tension.

2, there is no performance support, but because of short-term themes and high stocks, there is a downward pressure.

3, usually the year-end market is generally relatively light, the volume has obviously shrunk, the Shanghai Stock Index daily turnover of 92 billion 200 million yuan on Friday, has dropped to less than 100 billion yuan, the gem refers to the volume of 20 billion 500 million yuan, also from nearly three billion billion of the volume of nearly half of the decline, it is expected that in the coming period, the volume of large volume will continue to shrink.

4, the end of the year also means that the annual market will soon be coming. Every time the end of the year's index falls, it will dig holes for the first quarterly report of the coming year.

5 and December is the layout stage of the annual report. Although the rehearsal was carried out in advance in November this year, the stock price was raised, but the setback in the beginning of December is a good thing relative to the layout of the high annual transfer of the real annual report.

6, since 2013 entered the year of reform, there are many subjects and hot spots. reform Once the story is over, or the climax period is over, the subject matter must be understood.

Generally speaking, the year-end quotation is generally relatively dull, but for the central line layout, especially for the funds of the annual market layout, it is the most precious time period. Due to the fact that the performance of Listed Companies in December has basically been set, recent institutional research is quite frequent.

In addition, in addition to the research and layout of high turnover, there are two themes to be concerned in the near future. One is the network security conference held next week, the other is the "one document" expectation and the information disclosed by the economic working conference.

　 Gem is facing pressure to pay attention to partial blue chips.

In recent days, the stock market and Shanghai stock index have two successive shrinking stars after the two middle east lines. The most important reason for this is that the market has been blocked before the high point, and the market has gained a phased advantage after a short and short game.

From the technical point of view, the four links of the market are technically beneficial to bulls, and this week's volume can be enlarged to a certain extent. The 5 weekly and 10 weekly lines are good for bulls. However, we also see that the stock index has reached a large intensive trading area, and technical pressure is unavoidable. Judging from the daily line, the market has closed for two consecutive trading days, but it has not effectively fallen below the 5 day line. If next Monday does not fall below the 5 line, the market will continue to rise.

From the plate, the main driving force for the two day adjustment is from the financial sector. The key now is whether the financial index can support this position after the 10 day line up. As long as it supports, once the market continues to enter the shock market, the market will become active again. In addition, real estate stocks have been depressed because the market regulation is coming again. At this time, as long as the real estate stocks can keep up, the short term may rebound. Real estate stocks will rebound and financial stocks will have corresponding actions. The market will also live in the short term. In addition, there is also a X element that affects market factors, that is, resource stocks. A few days ago, coal and nonferrous resources stocks suddenly pulled up, but only one day after that, they fell silent. If this happens again, it will make a bigger variable for the market. In addition, whether the market is horizontal or rising, gem will undoubtedly face enormous pressure, although the short term may rebound slightly rebound, but it is difficult to change the general trend. Therefore, the most feared market is not the blue chips, but the overvalued stocks led by the gem, because once the market is down, the bears will go out on a large scale and the short term bulls will turn to the short end.

Based on this, the most important thing for investors to operate is to avoid high-risk stocks, while paying attention to the rhythm of the market as long as the market does not reverse, such as undervalued blue chips and some. Concept stocks There will be partial opportunities. If there is a big change in the market, adjust at any time according to the market changes.