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Three Main Lines Of Financing In July, The Layout Of The Stock Market "Warm Market"

2014/7/4 11:00:00 21

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> the world's < a href= "http://www.91se91.com/" target= "_blank" > clothing < /a > a href= "http://www.91se91.com/" target= "http://www.91se91.com/" > shoes < < hat net "Xiaobian introduced to you is the three main line of financing passengers preparing for July, 5 shares net buying exceeds 300 million yuan. 
 with the stabilization of the economic stage and the continuous efforts of the policy, the systemic risk of the stock market in July was significantly reduced. In the context of many opportunities that are expected to emerge again, according to the current structural characteristics of the market, analysts suggest that investors should pay close attention to the following three types of stocks in the financing layout, including the recent record high share prices, low PEG stocks and the recent surge in financing and buying. 
 July, financing is getting better. 
 July 2nd, the balance of margin between the Shanghai and Shenzhen stock markets closed at 406 billion 455 million yuan, which was significantly higher than the 404 billion 910 million yuan of the previous trading day, which once again hit a record high. This means that the financing spanactions which once stalled for more than a month have once again become more active. If the financing of the 400 billion yuan pass in June is largely due to the purchase of new shares, the recent trend of continuous innovation will reflect the warming of investor sentiment. 
 the enhancement of the optimism of the financial investors is obviously closely related to the positive anticipation of the July market. On the one hand, the systemic risk of the market in July was greatly reduced. With the announcement of economic data in May and the clarity of PMI in June, the probability of stabilizing the domestic economy is further increased. At the same time, the policy continued to be constantly stimulated, which effectively hedged the worries caused by the downlink of the real estate industry in the short term. While the economy stabilizes, the margin of market valuation is further highlighted. Not only is the current stock price earnings ratio (TTM) still at the lowest level in history, but the AH premium has also hit a new low, showing a relatively underestimation of A shares. Market valuation deviates from economic fundamentals, which means that systemic risk in short-term market is very limited. 
 on the other hand, since the late June, there have been many positive changes in the market itself. First, the stability of the market rebound has increased. Judging from the overall trend, since mid June, Shanghai Composite Index has been adjusted almost daily, but these intraday adjustments have been digested within the day, which has not affected the upward rebound pattern, showing that the market's ability to fight against attacks has increased. At the same time, the volume of market volume has also increased recently, and the Shanghai stock market has gradually stepped out of the previous 70 billion yuan. Secondly, the activity of stocks increased. In June, the number of stocks in all A shares reached a record high was larger than that in May. Finally, the leading line gradually clears up, and the pattern of military and TMT dual wheel drive becomes clearer. 
Generally speaking, under the background of limited systemic risk and increasing market highlights, the possibility of profit making by investors in the July market is increasing significantly. P 
 three main line layout "warm quotes" 
 of course, despite the great probability of market warming in July, the possibility of systemic rise in the market is still limited due to the continuation of the game pattern of stock capital. This means that even if the odds of financing increase in July, investors will have to consider carefully the specific varieties. Analysts believe that the following three types of stocks in July "warm quotes" have a better foundation for the rise, it is worth financing the key layout: 
 one, the recent < a href= "http://www.91se91.com/news/index_s.asp" > the share price < /a > the two fusion target stock that has reached a record high. Judging from the deductive law of a rebound market, it is possible for a stock to become a new high in the early stage of the rebound, and it will become the potential of a rebound leader. Statistics show that in the past month, 22 of the two fusion stocks have reached a record high, including universal money, East China medicine and big family laser, and the stocks that have risen less than 20% in the past month are especially noteworthy. 
 Second, PEG shares less than 1. From the current market structure, the structural contradictions of "good stocks are not cheap and cheap stocks are not good enough" are still prominent. Therefore, the stocks that can effectively avoid this contradiction are expected to get more attention in the subsequent rebound. From the point of view of the growth of valuation and performance, it is worth paying attention to the two fusion stocks whose PEG is less than 1. According to the data, based on a quarterly earnings growth rate, it is estimated that the PEG of 200 two fusion stocks is less than 0.8 times, and the stocks with a P / E ratio of less than 30 times should be the focus of investors. 
 Third, < a href= "http://www.91se91.com/news/index_cj.asp" > financing > /a > net buying amount in June. According to historical statistics, the stocks that increase substantially in the short term of the net purchase amount usually have the inertia of capital promotion, and the approximate rate will gain excess returns in the future. According to the statistics in June, the net purchases of Chengfei integration, wave software, Hikvision, Fangda carbon and Jingxing paper industry were the largest, reaching 709 million yuan, 540 million yuan, 346 million yuan, 337 million yuan and 318 million yuan respectively. These stocks are among the most sought after varieties in the market in the short term, and are worth tracking in July. What is more noteworthy is that in the top 50 stocks of the net purchase amount in June, Hikvision, Huasheng Tiancheng, furritt and gold certificates shares belong to the first time to achieve a substantial increase in net purchases of funds in the past year.