Gem Leads Small Cap Growth Stocks In Nuggets
Just as Guotai Junan shouted 400 big quotes, however, the securities company pointed out that it is a good opportunity to withdraw. Market participants pointed out that when the gap between the two sides increased, Market operation It will become more difficult.
Guotai Junan investment strategy has made a big turn recently, claiming that the Shanghai Composite Index will have a rebound of about 400 points, suggesting that the industry should be transformed from defensive sector to big blue chip. And Anxin securities sang a rival show, that unless the liquidity is ample enough, the market will not be able to deliver the 400 point rebound, and the market will return to the structured market.
Qiao Yongyuan, a strategist at Guotai Junan, said that their views were different from that before. First, because the recent executive session of the State Council continued to convey clear and steady growth signals; two, risk free interest rate inflection point originated from the exposure of non-standard assets, and all the negative factors in the early stage have been reflected in the current stock price.
Wu Zhaoyin, chief strategist of Anxin securities, judged that as the overall market capital was in a state of atrophy, and the liquidity was ample enough to be a small probability event, the short-term rebound was not sustainable and the market needed to be adjusted.
Although the market for blue chip valuation repair market expectations, but in the peripheral technology stocks rebound stimulated yesterday. Gem The theme stocks once again took the lead in the blue chips. In particular, the concept of dying media, sapphire, smart wear and so on has been sought after by hot money and become a hot one again. Instead, banks, real estate, building materials, railways and other blue chips are ready to be silent again, making it easy to catch up with the funds of the day before yesterday.
In this regard, Southwest Securities analyst ran Xu believes that "blue chips and theme stocks appear seesaw phenomenon, which shows that the incremental capital market is limited, and more is the rotation of the funds in the field; while for the weight of the wheel, the rally is obviously limited, and the stock raising space is small. In the case of rising weakness, funds have to choose between the main board and the gem, which may be the main feature of the recent disk.
Operation hint
Nuggets growth stocks
Southwest Securities analyst ran Xu said that although banks such as 5 gold flowers have a strong valuation advantage, but in the current market mainstream. capital It is still unknown whether the background can be restored to a reasonable level without the resultant force. Operation, small and medium-sized growth stocks are still the main target of operation, investors can focus on.
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