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The Key Is To Drive The Market Together And Grasp The Rhythm.

2014/8/18 15:19:00 11

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from the news point of view, the recent monetary policy and fiscal policy are relatively relaxed, supporting the continued upward trend of the market. In July, the State Council raised four difficulties in financing and reduced the cost of financing. The National Development Bank has obtained a 1 trillion year mortgage supplementary loan (PSL) from the central bank for 3 years, and will support shanty towns spanformation, guarantee housing and housing projects, and develop agriculture, rural areas and small and micro economies. 
 hotspots, recently, under the expectation of "a href=" http:// "www.91se91.com/news/index_c.asp" > merger and acquisition < /a >, the theme stocks were stronger than blue chips, and the release of titanium passenger holographic mobile phone detonated the whole plate, and the deep Tianma continued to rise, running straight from 27 yuan to 13 yuan. With Apple's new product launch, apple concepts such as touchscreens are showing. However, the early active cycle varieties of non-ferrous metals were callback finishing, benefiting insurance industry new "Ten States" insurance stocks were strong. 
 for the post market, Tianxin investment Chen Wenjie believes that the opening of the "a href=" http:// "www.91se91.com/news/index_c.asp" Shanghai and Hong Kong through /a will be the main driver of the structural market of A shares in the coming period, which will bring new incremental funds to the A stock market. Investment needs to seize a rare opportunity to make money in the year, grasp the rhythm of the market, seize the seesaw opportunities of blue chips and small and medium-sized ones, and absorb the beneficial stocks. 
 although many a href= "http:// www.91se91.com/news/index_c.asp" > economic data < /a > lower than expected, but the economic downside risk is controllable, economic recovery is recurring regular phenomenon, steady growth and wide currency is still the main keynote. 
 the National Bureau of statistics released the macroeconomic data of 2014 July in August 13th. In July, the growth rate of industrial added value was 9% year-on-year, down 0.2 percentage points from June. The cumulative growth rate of fixed assets investment in June was 17%, down 0.3 percentage points from 1-6 months, of which, the cumulative growth rate of real estate was 13.7%, which was 0.4 percentage points lower than that in 1-6 months. In July, the growth rate of consumption in the same month was 12.2%, and the actual growth rate after the deduction of price factors was 10.5%. In July, generating capacity was 504 billion 800 million kwh, an increase of 3.3% over the same period last year, with an increase of 5.7%. 
In July, the new RMB loan increased by 385 billion 200 million yuan, not only 314 billion 500 million yuan less than the previous year, but also the lowest since 2009 November, and the scale of social financing was 273 billion 100 million yuan, which was 1 trillion and 690 billion yuan and 546 billion yuan less than that in June and the same period last year, and the worst since October 2008. 
The introduction of the above P economic data has undoubtedly poured cold water on investors who are full of confidence in the economic recovery. Once again, let us soberly realize that the foundation for economic recovery in the two quarter is still not solid. Under the influence of factors such as industrial production capacity is far from over and real estate boom is declining, monthly fluctuations of economic data can be understood. 
Corresponding to P, future economic stimulus measures and moderately loose monetary policy are worth looking forward to. Under the policy of relaxing the restriction of real estate purchase and the targeted investment of high speed rail, UHV and shanty towns, the annual economic growth rate is likely to remain at around 7.5%. From the central bank's early opening of the credit line in August, it keeps 30 billion yuan increments per day, that is, the new credit will reach 900 billion yuan in August, much higher than the 385 billion 200 million yuan in July. It is expected that some economic data will still have short-term fluctuations in the future, but the risk of economic downside can be controlled, and the stabilization and recovery of the economy will remain the most favorable environment for the stock market.