Gem'S Recent Surge Of Market Opportunities

< p > yesterday, < a href= "http://www.91se91.com/news/index_s.asp" > Shanghai and Shenzhen two cities < /a > index fell sharply, the real estate sector slumped 5%, Sinopec fell nearly 5%.

At the same time, gem and motherboard again staged seesaw trend, afternoon strength rose more than 1%......

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< p > yesterday, under the pressure of real estate rumors, the real estate sector index collapsed, and the total number of strokes was 6%.

And banks, coal, oil and other weight plates subsequently launched a callback, dragging down the stock index down continuously, once plunged 50 points, the Shenzhen index index hit nearly 8 months low, the market panic atmosphere.

Gem refers to the trend of tenacious, Internet stocks and other stocks are going against the trend.

From the perspective of the historical trend of A shares, "two barrels of oil pull up - index callbacks" almost become the law, the heavyweights are always hot at the sensitive time, and this two barrels of oil magic spell is once again fulfilled.

In addition, the real estate sector suffered bad profits and became the main force in the market.

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< p > after the early opening, the growth enterprise board rose vigorously under the active driving of intelligent medical, intelligent manufacturing and other theme plates, and once again refreshed the historical high point. As of 9:50, the Shanghai stock index rose 0.50%, to 2086.89 points, the Shenzhen Composite Index rose 0.01%, reported 7543.59 points, the growth enterprise market rose 1.57%, reported 1564.16 points.

On the industrial sector, computer applications, attractions tourism, medical devices, biological products, media, logistics, audio-visual equipment, electronic manufacturing, computer equipment, food processing and other sectors are rising.

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< p > it is worth mentioning that yesterday's media stocks went against the trend, and the sky boat culture was on the rise. The music network, Zhongnan media, light media and the earth media were among the top gainers.

What are the three most important factors that will affect the A share market in the future? One of the representatives of the "five ox" team of Chinese businessmen, the founder of China business innovation and growth hybrid fund, the a href= "http://www.91se91.com" > fund < /a > manager Liu Hong's answer is "innovation, innovation or innovation"!

< p > by the rumor that housing prices in some cities in the weekend have dropped sharply, and some commercial banks have suspended the real estate sandwich financing and supply chain financing reports, the Shanghai and Shenzhen two main board stock indexes have collapsed, the Shanghai Composite Index has fallen by 1.75%, the Shenzhen stock index has fallen by 2.68%, the real estate industry has fallen two cities, and the related industries such as household appliances, building decoration, banks, building materials and other related industries closely followed the real estate industry.

No real estate, no bank, no energy industry, the "three non" gem index accelerated in the afternoon, against the market surged 1.34%, Yi Fang Da gem ETF rose 1.48%, the turnover reached 387 million yuan, the daily turnover again created a new high in the year.

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< p > market analysts pointed out that with the downturn in real estate sales, banks will gradually reduce the risk exposure in the real estate industry, and gradually become cautious about the real estate financing policy.

Real estate financial policy changes, will further lead to the once prominent real estate industry fundamentals continue downward.

In the gem index, the market, medicine, biology and computer industry have the largest market value weight, and the real estate sector shares the direction of economic pformation, and it can effectively avoid the risks that the real estate industry may face because of the adjustment of financial policies.

As a result, ETF has been touted again in the market on Monday.

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< p > in the medium term, the central bank's monetary policy "tight balance" tone is expected to remain unchanged. The limited market funds or the gem that will continue to focus on "small market value" stocks should be concentrated.

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< p > but Liu Hong has a clear judgement on what is "innovation".

He believes that in addition to the familiar new product development, such as technological change and business mode change belong to the category of "innovation".

New product development refers to the production of new products, the provision of new services, and so on.

Changes in business models refer to changes and innovations in business models, marketing, management systems and production processes.

Liu Hong, for example, such as contract energy management, this energy saving investment mode, it allows customers to use the future energy saving gains for factories and equipment upgrading, so as to reduce the current operation cost.

Technological change refers to the application of new knowledge, new technology and new technology to achieve product quality improvement and product cost reduction, but this requires investors to have a full understanding of new technologies.

Liu Hong concluded that the enterprises with these characteristics have the common ground that they are generally qualified enterprises that are in line with China's economic pformation, with explosive growth opportunities, and conducive to improving the quality of human life and sustainable growth.

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< p > for specific a href= "http://www.91se91.com/news/index_c.asp" > investment < /a > field, Liu Hong said that we should look for opportunities under the logic of "innovation".

There are good opportunities for cultural media, energy conservation, environmental protection and big consumption.

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< p > the investment of Da Mo pointed out that under the background of interest rate marketization, the structure of bank assets and liabilities is facing a sharp adjustment, and the subsequent impact is hard to assess. However, there is a possibility of gradual increase in credit risk concerns.

We believe that the short-term market sentiment has changed, and recently it is prudent.

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