Li Da Xiao Talked About The Adjustment Of Stock Market.

< p > heavy news has been reported frequently: the people's Bank of China has announced that the commercial banks that meet the requirements of prudent operation and have reached a certain proportion of loans to agriculture, rural areas and farmers and small and micro enterprises have lowered the < a href= "http://www.91se91.com/news/index_s.asp" > /a > deposit reserve ratio by 0.5 percentage points; 10 companies have been approved by the SFC for approval and will be listed in succession; the consumer price index (CPI) increased by 2.5% in May, reaching a 4 month high.

How will these news affect A shares? What will be the future market? < /p >

< p > June 10th, Li Daxiao, director of the British Securities Research Institute, said that the directional and quasi favorable banking stocks, especially the direct beneficiary bank shares, < a href= "http://www.91se91.com/news/index_s.asp" > the stock market < /a > favorable policies are gradually strengthening, and the market is gradually picking up.

In the second half of this year, we hope for high discount closed-end funds, Shanghai 50 (1493.53,18.190,1.23%) ETF, Shanghai and Shenzhen 300 (2161.27,26.990,1.26%) ETF, finance, real estate, infrastructure, railways and consumption.

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< p > in May, the CPI index rose moderately, and the producer price index (PPI) decreased narrowing.

Coupled with the improvement of PMI, export driven foreign trade growth has been positive, indicating that the micro stimulus policy for steady growth of the State Council has played a role.

Li Daxiao believes that with more micro stimulus policies, the economic data will be further improved.

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< p > on the impact of IPO on the 379.00,0.000,0.00%, Li Daxiao believes that the initial issuance rhythm will be controlled and the pressure of the GEM may be lighter.

However, if the registration system is implemented or released faster, the pressure on the gem will increase, and the release of most of the valuation bubbles will inevitably be inevitable.

He believes that the top areas of high bubbles are gem, 718.00,0.000,0.00% and main board. The 1353.87,27.200,2.05% index will reach a new high, but the valuation level at the beginning of this year and the beginning of this year may be the high point that is not easy to exceed in the near future.

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< p > what is the role of the central bank's re orientation and reduction in the A share? Some investors feel that the funds released are too few to be optimistic about the impact.

In this regard, Li Daxiao believes that, although not a comprehensive reduction, but the central bank's basic policy tendencies remain unchanged, the direction of the quasi rectification to improve the problem of poor circulation of funds, has a positive meaning.

Moreover, this is just the beginning, not only the initial impact, but also the direction and attitude.

At present, the actual interest rate has dropped, indicating that the market is also expected to change, which has a great impact on the market.

This time, the bank shares will be favorable, especially those beneficial to banks directly benefiting from the policy.

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Li Daxiao said that the 2000 point should be the bottom of the policy. At present, the stock market is adjusted to the right level. The vertical comparison of the valuation level is a historical low. The horizontal comparison is the low level of the world. The policy of steady growth plays a role. The stock market's favorable policies are being strengthened gradually. The long-term capital enters the market, QFII and foreign capital entering the market increase, and the investment protection intensity is also gradually increasing. The market is gradually rising and we can expect that the bottom of the Chinese stock market will shine at the end of the P.

In the second half of the year, we will take a close look at high discount closed-end funds, Shanghai 50ETF, Shanghai and Shenzhen 300ETF, < a href= "http://www.91se91.com/news/index_cj.asp" > Finance < /a > real estate, infrastructure, railways and consumption.

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