A Shares In The Four Quarter Or Impact 2700 Shareholders Two Big Money Ideas Exposure

The fourth quarter market is about to open, so we need to pay attention to three factors.

First, the scale of the rebound.

The 7.22 day is the first wave of the company. Then the 8.29 day's opening up of Liu Lian Yang belongs to the second wave market, and the second wave trend is obviously more fierce than the first wave trend.

Today, the fourth batch of new shares has been completed, and the market has also started a new rebound on the 9.24 day. The index has also conquered 2335-2350 points. The market has the conditions for the cross year market, though this is not the third wave market. On the one hand, the market does not have any new hot spots. The military sector is much more hype about the original hot spot, and the rest is more about the red envelopes effect of the long holidays, which can not have much sustainability.

On the other hand, there is no rebound in the form of heavy volume.

Yu believes that this is not to say that the third wave will not rebound. After all, Hong Kong and Hong Kong and the Fourth Plenary Session of the Central Committee in October are expected to have many favorable policies. These will bring opportunities and there will be a third wave of rally in the fourth quarter.

The height of the rebound: and from a height perspective, the weekly K online market has broken through the bottom triangle finishing mode, and the breakup of such a finishing pattern has changed the market trend and formed a partial bull market pattern.

According to the trigonometric form theory, when the upper rail is broken, the measured increase should be the vertical distance of the triangle.

And now calculate the vertical distance of the triangle is 2444 points minus 1849 points for 595 points, plus the breakthrough point 2100 points, the market should increase at 2695 points, so the four quarter market height is at 2700 points.

Second, quantitative indicators.

In addition to point position, there are quantitative indicators, the volume price first, the index in September not only refreshed the high point, will bring the market into the speculation over the annual market, but also broke the amount of energy data.

Statistics show that the total turnover of 9.9-9.12 in Shanghai and Shenzhen is 15226 billion yuan a week. From the average daily trading volume, the average daily turnover is 380 billion 600 million yuan, creating a new round of rebound.

From the historical data research, in May 28, 2007, the Shanghai Stock Exchange turnover was 261 billion 100 million yuan; in July 29, 2009, the Shanghai Stock Exchange turnover was 302 billion 800 million yuan; in November 24, 2009, the Shanghai Stock Exchange turnover was 295 billion 100 million yuan.

In September 16th, the total turnover of Shanghai and Shenzhen two cities amounted to 499 billion 400 million yuan. The turnover reached a new high of two cities since November 15, 2010, which is only lower than that of the two cities in November 12, 2010. The total turnover is 538 billion 300 million yuan (303 billion 400 million yuan in Shanghai Stock Exchange and 234 billion 900 million yuan in Shenzhen Stock Exchange).

A large amount of directive significance: from this point of view, the turnover of Shanghai stock market has begun to reach a record high.

Yu believes that this shows that the market is undergoing major changes.

The huge volume of market is of great forward-looking significance.

From the perspective of comprehensive historical trend, it does not mean that the stock index will soon see the top of the day, but once the stage is confirmed, the market will return to the downtrend.

Take the Shanghai Composite Index as an example, when the market turnover suddenly hits a new high and the same day falls, the market tends to enter the final stage.

As the current policy is clear, capital will continue to flow.

Looking at the fourth quarter market, first, Shanghai and Hong Kong through the launch has been gradually asymptotically.

Looking back, after the opening of Shanghai and Hong Kong, overseas funds are expected to become another source of incremental funding for A shares.

After the opening of Shanghai and Hong Kong, the internationalization of A shares will be greatly improved. In this case, A shares will be included in the global index of MSCI and FTSE next year.

At present, overseas investors are very interested in both Shanghai and Hong Kong. They are expected to allocate up to US $1 trillion and 300 billion to the A share market for a long time.

Therefore, the new high in the four quarter is inevitable.

Third, hot topics can be excavated from two important themes: first, the net increase of industrial capital.

Since entering the two quarter, industrial capital has quietly shifted to intensive holdings, especially for large blue chips.

A large number of blue chip companies have seen large shareholder holdings, corporate buybacks, employee holdings and so on.

For example, Jiugang Hongxing, Tonghua Dong Bao, and "new day" are all important evidence of the turning point of market style.

It is also why the 6 ST pick cap stocks I recommended to you in July (*ST Print-Rite, *ST wilderness, *ST new industries, *ST Haihua, *ST Hetai, etc.) constantly refresh the high point, and if the shareholders miss this opportunity, we must vigorously explore the reform of state-owned enterprises, for example, in the military industry, the reorganization of China aviation aircraft will pull the shares of the China Aviation Department. The 3 varieties of the central aviation department headed by Hongdu airlines will be active again and again; the same as the "state investment department" of the state owned reform pioneer, China's central government will continue to limit the number of continuous plates, but can not dig up the potential, so it will have the potential to be equal to the shares of the shares. Two is the fourth quarter of the restructuring hotspots, the end of the year is the peak period of shell protection war.

To sum up, the fourth quarter market will have big opportunities under the conditions of index breakthrough, high volume and favorable policy expectation.

(global tiger Finance)

If you recognize that this is the initial market situation in the early bull market, then the low price stocks and benefit from SOE reform, Shanghai and Hong Kong Tong and other favorable policies are expected to be revalued.

It should be your two main direction.

Bull market, how far away from us, if the local structural market, gem, small and medium-sized boards have seen bull market in recent years, similar to financial reform, FTA, land pfer, TMT and other plates have also seen a bull market.

But from the overall perspective of A shares, the bull market will need to be traced back to the 2009 maverick market.

In the last 5 years

The bear market, which is mainly the main board index, is a bear market for cyclical industries such as steel, coal and non-ferrous metals. It is a bear market for heavyweights such as finance and real estate.

At present, the Shanghai Composite Index, the most bear index, has become the main force of this wave rebound. It has set sail from 2000 points, and now it has rebounded by more than 17%. Jade thinks technically, as long as it effectively breaks through the 2335-2350 point range, it reverses the trend and realizes the breakthrough of the bull bear trend line.

It may be possible to cheat, but the market characteristics are real. In recent months, no matter how large or small the stock market has gone up or down, there are more than thirty or forty stocks trading every day, while the limit shares rarely appear, and the drop of more than 5% is almost extinct, which has shown obvious money making effect.