Growth In The Blue Chips Is Still Critical.

< p > as of noon, the Shanghai composite index reported 2037.69 points, an increase of 7.73 points, or 0.38%, and Shenzhen Composite Index rose 5.73 points to 7241.12 points, or 0.08%, while the gem index and the SME board index fell 1.05% and 0.28% respectively.

The Shanghai and Shenzhen two cities traded 30 billion 469 million yuan and 42 billion 589 million yuan respectively for half a day.

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< p > Shen Yi industrial index was mixed in early trading. Among them, real estate, bank, a href= "http://www.91se91.com/news/index_c.asp", non silver finance "/a" and non-ferrous metals index rose the top, rising 0.94%, 0.69%, 0.44% and 0.36% respectively, and the index of computer, electronics, communications and media fell by 1.40%, 0.37%, 0.36% and 0.34% respectively.

Wind < a href= "http://www.91se91.com/news/index_c.asp" > concept index < /a >, the network lottery and rare-earth permanent magnet index are among the top gainers, all above 1%.

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< p > in the gem reactivated, the weekly realization of three consecutive Yang, heavyweights also started early today, real estate, banks, brokerages, coloured plates lead the market.

At present, the valuation of heavyweight stocks is low, with a good margin of safety, and repeated wave band rebounding.

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< p >, however, < a href= "http://www.91se91.com/news/index_c.asp" > weight plate < /a > because the plate is big, the biggest bottleneck of its rebound is incremental capital.

And from the recent rebound in weight and even today's early trading, the amount can not be significantly enlarged, indicating that the funds to follow up and catch up will not be enough.

As a result, the nature of heavyweight rebounding is still more biased towards pulse and maintenance.

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< p > but on the whole, whether it is the frequent introduction and overweight of micro stimulation, or the relaxation of monetary policy to ease the worries of money shortage, or the active local market hot spot, all of them have positive support for the current market, and there is no need to panic too much for the A share market in June.

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< p > further, when the IPO boots are really landing, it will help stabilize market sentiment and stabilize the stock index.

It is expected that the market will be gradually out of the market in June, and the effective amplification of the post market will be the key signal for breaking the board.

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< p > in the configuration, many mainstream organizations at present suggest paying attention to the valuation reform of blue chips and the reform bonus of growth stocks.

For example, Guotai Junan Securities maintains the judgment of the 20% rebound in the whole market in the coming half year, recommends blue chips as offensive tanks, and recommends high-quality growth stocks as a grenade.

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< p > Shanghai securities recommends three major structural opportunities: first, the valuation of large cap stocks to restore real estate; two, the growth of small cap stocks driven by financial policies - cloud computing, military industry, medical devices and information security; and three, technological innovation NFC mobile payment and smart car.

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