Reasons For Continued Caution In The Stock Market

< p > < strong > 1. Brief comment on important news < /strong > < /p >

< p > 1, the trial will be restarted soon, IPO < a href= "http://www.91se91.com/news/index_q.asp" > policy < /a > fear adjustment < /p >

< p > comment: frequent policies and changing policies bring turbulence to stock market; uncertainty policy brings uncertainty stock market; < /p >

< p > 2, Lou Jiwei said that the current focus is on reducing inflation and promoting employment rather than growth < /p >

< p > comment: we must be pragmatic and not be practical; < /p >

< p > 3, Zhou Xiaochuan: cautiously cope with the growth of shadow banking scale < /p >

< p > comment: China's "shadow banking" is not large in scale, but it has been growing rapidly in recent years. We are dealing with it cautiously; < /p >

< p > 4. Regulatory layer suggests the risk of Monetary Fund < /p >

< p > comment: at present, the total size of IMF is close to 1 trillion yuan. At this point, it is normal for regulators to strengthen supervision; < /p >

< p > 5, G20 set tone: maintain loose escort economic growth < /p >

< p > comment: mainly developed countries need to maintain their policy loosening; < /p >

< p > 6, the market value of the lifting of the ban this week decreased by nearly 30%, < /p >

< p > comment: the lifting of the restricted shares and the IPO and refinancing become the three important factors to suppress the performance of the stock market; < /p >

< p > 7, new three board expansion "full moon", liquidity needs to be fully activated < /p >

< p > comment: now, < a href= "http://www.91se91.com/news/index_s.asp" > < < /a > > are all looking forward to lowering the threshold and letting the small bulk go away. Once the threshold is lowered, the A stock motherboard will inevitably constitute a major negative.

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< p > < strong > two. Hot spot tracking < /strong > < /p >

< p > 1, environmental legislation or further promotion of < /p >

< p > comment: energy conservation and environmental protection shares deserve continuous attention; < /p >

< p > 2, free trade zone spawned the upsurge of international shipping center construction < /p >

< p > comment: the ports benefited include upper port group, deep red bay, Yantian port, Zhuhai port, Tianjin port, Chongqing port and Kowloon, and so on; < /p >

< p > 3, real estate loans tightening, expanding industry warning four, < /p >

< p > comment: Property in 2014 is a bit hung; < /p >

< p > 4 and three main points of convergence. This year, the cultural industry is good at /p.

< p > comment: first is the reform of state-owned cultural enterprises; the two is the wave of mergers and acquisitions; the three is the integration of cultural and creative industries and traditional industries, and the further integration with traditional media; < /p >

< p > 5, fog and haze enveloped 1/7 territories, five types of stocks started the battle against haze, < /p >

< p > comment: continue to pay great attention to environmental protection stocks; < /p >

< p > 6, two dimensional code payment is the first choice for mobile payment, and the 3 is the proud horse horseshoe disease < /p >.

< p > comment: they are the new world, the electronic and aerospace information, and < /p >.

< p > 7, Google smart watch or launch in March, wearable device stocks are expected to erupt < /p >

< p > comment: attention to Beijing Jun Zheng, Dan bang technology, crystal photoelectric, ring Xu electronics, GoerTek acoustics, Xin Wanda, DESAY battery, Shun Luo electronics, should not catch up.

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< p > < strong > three. Technical disk < /strong > < /p >

< p > last week, the overall rhythm of the whole market was down sharply, mainly on Thursday.

At present, there are three averages around the market, namely, the annual line, the half year line and the 50 day moving average.

The market is on the line of the golden needle, and it lost its half line last Friday.

But the 50 day moving average has been broken, and over three trading days on the station, the medium term trend is still good.

It will be beautiful if we can continue to explore the vicinity of the 50 day moving average near the two day and do not break it.

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< p > < strong > four. In June, the voice was < /strong > /p >

< p > from the standpoint of the recent < a href= "http://www.91se91.com/news/index_cj.asp > > fund < /a >, the fund sees the whole as a whole, and a number of funds indicate that they should be vigilant against the risk of market weakening.

There are three reasons for this: first, the trend of tight liquidity has not improved; second, with the opening of IPO this year, the demand for capital will increase; third, the valuation of gem and small and medium board has been high, and its risk will increase at the later stage.

Personally, I think at least one should be added, that is, the policy of changing the stock market and making a mess of the stock market. In a short while, we should simplify the administration and decentralize the power, and we will have to check and check again.

At this stage, we can only take one step at a time. We should not be too pessimistic or optimistic.

We often use the phrase: there is no lack of opportunities in the market now. What is missing is the opportunity to earn money by buying stocks with closed eyes.

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