Private Placement: There Are Two Rounds Of Fast Bull Market First Round Target In 4500 Years In Three Years.

"At present, there is still a steady stream of capital flowing into the stock market. From now until the end of the year, if there is a chance for a pullback, it will be a good opportunity to buy stocks."

After December 3rd, in the face of the Shanghai and Shenzhen two cities set a record of more than 900 billion yuan, Shanghai sunflower Investment Co., Ltd. director Yang Hai said.

"We expect that the market index is likely to remain high from now until the end of the year, and then continue to play high and high after new year's day.

Therefore, we need not be too entangled in the short line callbacks.

From the trend of the two tier market on the day, the weight blue chips began to differentiate, among which the banking stocks and insurance stocks were obviously adjusted, and the two plates were in the front of the decline list, falling 1.91% and 2.07% respectively.

Similarly, the stock market also showed signs of a sharp decline. Strong and strong coal stocks also experienced a sharp fall in the afternoon, and the real estate sector was exactly the same.

Instead, the coloured plates began to rotate and took the lead baton.

As of the end, the colored plate rose 5.66% throughout the day, ranking the chief of the major sectors.

Among them, the most eye-catching is the gem index. On the same day, the index of the growth enterprise market index reached a record high. The Jedi counterattack in the afternoon reclaimed the throne of the king.

In this regard, Guang Heng Heng Sheng a strategy analyst said that China began to cut interest rates.

They began to behave quite strongly.

In the context of good overall liquidity, the future adjustment space or limited, although short-term gains too high weight blue chips or risk adjustment, but plate rotation will accelerate.

"Based on past

The judgment of starting market experience is that first move of financial stocks is the first wave of big market, and then it will be the turn of the big weight plates.

The analyst thinks.

Colored plate leads

On the same day, the sector of the nonferrous sector broke out, and the relay financial stocks rose, making it the 2800 most important force in the market.

In early trading, the non-ferrous metal sector suddenly acted and staged the tide of trading.

For the day the colored industry took the lead, Huang Hua, general manager of red mobile cloud investment, said: "the non-ferrous metal sector underestimate is very serious.

We now focus on liquor, medicine and non-ferrous metals.

Similarly, the Shandong Sea bay Cci Capital Ltd deputy general Cheng Yu also set up the warehouse in advance.

"At present, we are heavily engaged in high-speed rail infrastructure, non-ferrous metals, finance, coal and other sectors, mainly based on the evidence that we have large funds at low positions. Another small cap stocks are seriously high, and we dare not rush to build small cap stocks, which is in line with the current hot spots to configure the plate."

Duan Chengyu said.

In response, Chen Binghui, an analyst with state securities, believes that under the support of liquidity policies such as interest rate cuts, the coloured elasticity will return.

In particular, there are nickel zinc aluminum plates with supply and shrinkage expectations.

As for the copper and gold plate, although the supply and demand outlook is not good enough, it is not optimistic for the market, but the two plates will also benefit from the industry valuation increase.

Haitong Securities nonferrous metals industry senior analyst Shi Yi said that under the background of liquidity easing, metal prices will directly benefit.

Throughout history, the central bank cut interest rates two rounds in 2008 and 2012 in 2002.

Metal prices tend to oscillate in the cycle, and after the end of the interest rate cycle, there are varying degrees of rebound.

Seesaw effect or decrement

Ye Hongbin, vice chairman of Guangdong Rui Tian Cci Capital Ltd, seems that the next step of the gem and blue chips will be diminishing, and the direction of the two will remain the same.

"We judge that next year we should pay more attention to strategic investment and market game, for example, the plate effect of different market stages, the current market may be a systemic market, and we should adjust the idea of the so-called structural market.

Incremental funds will gradually enter the stock market. From the perspective of large asset allocation, there is no better channel and accommodating device than the stock market. "

Ye Hongbin said frankly.

"We are now heavily supporting growth stocks with growth support and growth, non banking finance (mainly insurance, brokerage firms), and high beta values, including leveraged funds."

Over the past few years, stock market share prices have been showing signs of downturn.

This is due to lack of confidence and insufficient market funds.

Now investors' confidence in the stock market has been greatly improved, and a large amount of capital has entered the stock market continuously.

When big capital comes into play, it will choose large stocks.

However, in a big market, all stocks will behave.

Huang Hua said, "we are optimistic about the domestic financial situation in the future. China will continue to take interest rate cuts, expand domestic demand and increase investment in heavy projects, and believe that foreign investment will return. Therefore, we are optimistic about China's stock market in 3 years. We expect two fast bull markets in three years."

Huang Hua said that now is in the first bull market, the first bull market upward goal is probably around 4500, but will not go out of the new historical high point, the time span will not exceed 1 years, estimated that 10 months to complete the first short-term bull market, crazy bull market in the end of the year or early 2015, but time will not be very long, up to 2 months, then enter the adjustment, and then the second round of fast bull market.

However, this rise is not a fundamental change. It is entirely a result of policy oriented changes and capital push.

"This market is a systemic opportunity, whether it is small cap stocks and large cap stocks, will be upward, but the market will appear the characteristics of plate rotation."

Hareda investment fund manager Qiu Tian Di said, in the short term, under the stimulation of various good interests, the valuation of blue chip stocks is in full swing. It can be said that the opportunities for short-term blue chips are much larger than those of small and medium-sized ones.

Chou Tian Di thinks, "although the market is short term pressure, but in the medium and long term, under the great situation of financial reform, the financial stocks market has not ended and will be further deepened."

"The bull market in the current round is no longer in line with the traditional economic driving and industrial chain sequence in the past. The rise of banks and steel does not mean the end of the market, but on the contrary it is only the beginning.

Underestimating the value of high dividends and the high dispersion of stock distribution is the first choice after the admission of incremental funds. "

Wang Delun, an analyst at Guotai Junan, said.

"We should focus on the investment opportunities of several sectors, such as household appliances, electric power, environmental protection and automobiles.

In addition, as the bull market continues to evolve, food and beverages and pharmaceuticals, which are more concentrated in value stocks and chips, will gain investment opportunities due to the further increase of capital into the market.