The Short-Term Disturbance Factors Affect The Next 2400 Goals.

< p > since the end of June, RQFII ETF, such as South A50 and A50 RQFII, has injected incremental funds into the A share market for 11 billion 341 million yuan. Such a rapid increment has accelerated the consumption of the RQFII quota. The total amount of 270 billion yuan is only about 12 billion 500 million yuan. Overseas funds are not allowed to go through Shanghai and Hong Kong through channels, and the first step is to enter the market through RQFII.

At the same time, the recent high US stock market decline has not materially affected the < a href= "http:// www.91se91.com/news/index_c.asp" > A share market < /a >, and the A shares' ability to withstand shocks has increased significantly.

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< p > looking forward to the future, Shanghai and Hong Kong are approaching footsteps, and a large amount of capital has gathered in Hongkong. The Hang Seng Index has broken through 25000 points, and the next target is 31958 points in 2007.

If the Shanghai and Hong Kong through the release, it is bound to trigger blue chips rising expectations and funding resonance, the blue chip market is far from over.

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< p > not only that, but the central enterprises have taken the lead, and the reform of state-owned enterprises at all levels has been gradually implemented. It has become an irresistible reform flood, and has directly promoted the large state-owned enterprise shares < a href= "http:// www.91se91.com/news/index_c.asp" > investment value < /a >, becoming the second engine of a href= "http:// www.91se91.com/news/index_c.asp".

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< p > this round of big rebound since the 2000 point is the resultant resonance from the economy to the policy, from valuation to capital.

If we look at it from a single economic data or bear market perspective, we will block the perspective and miss the market.

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< p > we believe that the Shanghai Composite Index will choose to break through after the 2200 point shocks, and the next target is at 2400.

At the same time, small and medium sized boards and gem will also be encouraged to show a full flowering of hot spots.

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< p > in terms of operation strategy, it is suggested that large and small shares should be allocated in a mixed way, and the blue chips will be locked up synchronously with the index and gain excess returns through growth stocks.

At the blue chip level, it is recommended to focus on real estate, brokerages and cars. Aggressive investors can still catch up with non-ferrous metals and coal.

In terms of theme investment, information security, electric vehicles, mobile Internet, cultural media and so on are still flexible enough to buy in stages and get excess returns.

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