Can We Catch Up With Large Cap Stocks At 2400?

An interview with senior investment advisor of CIC securities market focused on the current stock market topics.

He thinks that the hot spots on the surface shift from small market capitalization to large capitalization stocks, but the pfer power is still a variety of themes.

Wonderful summary:

1.

There is no conversion, and the pformation is different.

The market gradually gained the Chinese concept of high speed rail, nuclear power, building and pportation services from the earlier hyped up low price and small increase concept. Although the market's hot spots shifted from the market capitalization stocks to the big market capitalization stocks, the motive force of the shift is still various themes.

2, the recent rise of low-priced stocks probably has the following common characteristics: first, it is in line with excess capacity output, two is absolute low price, and three is financing and margin trading. The investors who are concerned about these stocks are advised to pay attention to the changes in their margin trading, so long as the proportion of financing is not large, they can still be concerned.

3, the scale of margin trading has increased significantly in recent years, contributing greatly to the performance of brokerages. The volume of pactions in the four quarter will be greater, and margin trading will also increase.

4, after June, in fact, the capital market is relatively loose, and the financing balance is constantly increasing. New funds enter the two tier market through margin trading channels. This force is actually the main force to drive the current market.

Although bank shares have made a great contribution to the current market, compared with the previous intermediate market, bank stocks are still relatively weak, and this market is mainly speculation about various subject stocks.

5, November may be high volatility, not exclude the possibility of adjustment in December, because in a long-term bear market, the pulse rebound of large cap stocks often hold many high buyers, investors generally tend to be afraid of large cap stocks, which makes it easier for low-priced large cap stocks to fall into the hands of long-term investors.

The trend of stock selection is mainly based on trend and less static. As long as the stock price moves in the rising channel, it will intervene and hold. As long as the rising channel is damaged, it will be out.