Preventive Pull Into Normal Patience And Low Absorption Of A Class Of Stocks

< p > on Friday, Port Shipping Board (golden waterway, maritime a href= "http://www.91se91.com/news/index_c.asp" > silk > /a > Road concept) increased first; the Beijing Tianjin Hebei plate rose in the afternoon; besides, online tourism, < a href= "http://www.91se91.com/news/ index_c.asp" > carbon fiber < /a >, banks and other strong performance, medical devices, mobile payments, big data, sub new shares and other sectors dropped by more than 2%.

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< p > strong > message surface: < /strong > /p >

< p > 1, the securities and Futures Commission set a new target for innovation and development of securities companies: modern a href= "http://www.91se91.com/news/index_c.asp" > investment bank < /a > /p >

< p > the overall principles, main tasks and policies and measures of the securities business institutions in the coming period of innovation and development are comprehensively and systematically defined through an overall industry development plan. Building modern investment banks, promoting business innovation and promoting regulatory pformation are three important reforms.

Yesterday, the SFC issued the opinions on further promoting the innovation and development of securities institutions.

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< p > 2, twenty-first Century, new gateway and new hub of the maritime Silk Road, Guangxi ambition, /p.

< p > the eighth Pan Beibu Gulf Economic Cooperation Forum, with the theme of "promoting the pan North cooperation and building the maritime Silk Road" together, opened yesterday in Nanning, Guangxi.

As host of Guangxi, at the meeting, it was proposed that based on the promotion of cooperation with ASEAN, we should focus on the construction of five networks of shipping, highways, high-speed railways, ports and optical fiber, and explore the establishment of a free trade port in the Beibu Gulf.

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< p > 3, foreign exchange accounted for 8 months low, and net inflow of cross-border funds decreased < /p >

< p > data released by the central bank on the 15 day showed that foreign exchange accounted for 116 billion 900 million yuan in April, down 38% from March.

According to the Shanghai Securities Journal reporter, this is the lowest level in 8 months.

The reason for this is that since the expansion of the renminbi, the unilateral appreciation of the renminbi is expected to weaken and the expectation of the depreciation is strengthened. This will lead to a stronger willingness to remittance between enterprises and residents, and a weaker willingness to settle foreign exchange.

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< p > < strong > GF view: < /strong > /p >

< p > in the morning market, the two cities' stock index fell again, and on Monday, Changyang rose to swallow up all the shares. The bank shares were relatively strong, and coal and nonferrous metals early trading continued to fall sharply, becoming one of the support forces in the afternoon.

Real estate stocks are also jumping up and down.

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< p > hot spots are relatively scarce today. The "micro stimulus" theme has once again become a hot spot in the market. UHV, nuclear power, railways, golden waterways and other related stocks are on the rise, becoming a unique landscape under the weak market.

But most stocks are still in the stage of more ups and down.

It is expected that this phenomenon will continue until the market is stronger. Investors need to be psychologically prepared.

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U.S. stocks also fell sharply on Thursday, dragged down by WAL-MART's weak performance. The Dow fell 1%, the largest single day decline in 5 weeks, while the S & P 500 and Nasdaq index all fell.

The weakening US and global economic signals and near record crude oil inventories have led to a fall in oil prices, and gold prices have also fallen due to investors' cut in positions, and US employment figures are better than expected.

On Thursday, the world's major stock indexes, including Europe, all fell lower, which also caused great pressure on the A share market.

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< p > the current hot spot in the A share market is too much to rely on the good policy. But since the new "nine states" issued, the policy faces a vacuum period. Therefore, the hot speculation shows signs of rising fatigue. Most of the funds involved in the hype are mainly one-day tours, and the bad earnings are greatly reduced. The attractiveness of the funds has also been greatly weakened, and the main funds have also fled for 3 consecutive trading days.

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< p > on Friday, the market tried again to support 2000 points, but the heavyweight was only a preventive move, and it did not lift the market confidence.

From the strategic point of view, we should continue to focus on overselling and underestimating blue chip opportunities from the strategic point of view, especially in the light of the difficulties of stimulating micro stimulus, such as railways, UHV, nuclear power and so on.

The nine stimulus to the market has been declared bankrupt. What else is there to be expected this weekend? This is a question we need to think about.

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