Mad Cow Turns The Slow Cow How To Keep Up With The Market.

Is mad cow changing normal?

Reporter: the stock market returned to normal this week. Mad cow is abnormal. Is mad cow changing slowly?

Li Simin: the current market is in the state-owned enterprises reform, "the area one way", the interest rate reduction, the acceleration of the reform of the registration system, the construction of the free trade zone, and many other good incentives, a surge of blue chip stock driven by a large number of incremental funds, because of the undervalued and absolute price of these stocks is easy to be paid attention to. Once these stocks have a large premium risk, the irrational factors will be corrected, the mad cow style will change.

Cheng Rongqing: mad cow is not normal in the mature market, but it is very normal in the A share market, because this is an abnormal market in itself.

In the face of market madness, for investors, it is still necessary to follow the trend.

The key is whether you will get away or wait in time when the market returns to normal.

Like the recent frenzy of the securities sector, if the highs continue to rise several times you are still crazy to catch up, then you must be standing at a high position.

Wei Bin: there are three dangers of the bull market in the stock market. First, the blind rise can not bring real wealth opportunities to ordinary investors; secondly, the stock market can not rise on anxiety. Many new investors who enter the stock market enter the stock market in fear of anxiety. Third, the stock market can not rise on the basis of big gamble.

Liu Minghong: in the previous stage, the market was considered to be a "mad cow", mainly because the stock market trend was like a runaway horse, and the rest of the board was in a state of sadness, but this trillions of banquet that was leveraged by the two financing gold and so on increased. Once the follow-up funds could not keep up with the bubble burst, it would bring great risks to the market, and then the bull market would be too early to end.

Only when the market returns to the trend of slow down, will the market resistance encountered by the registration system next year be smaller.

As an important financing platform, the stock market can only gain time and space for the economic pformation only by taking the bull market.

The slow bull market will help attract more off site funds and make more rational allocation of resources, thus leading our economy to enter a steady growth path.

Yuan Feilin: we think the mad bull market is abnormal. This is what management does not want to see.

However, this wave of rapid pull up also has the rationality of its rise. After several years of bear market quotations, it has attracted the blue chips valuation repair market, especially the blue chips such as brokerages, insurance and real estate.

Reporter: mad cow or slow bull, how can investors keep pace with the market?

Li Simin: at present, the market has returned to normal from mad cow, and the rational factors of market have begun to increase.

As the market itself has the function of value discovery, investors should pay attention to mining stocks with investment value, which may become the next market hot spot.

Cheng Rongqing: after the crazily, the current market has entered a period of shock correction.

When the market is adjusted, the split of stocks is inevitable, and the structural adjustment of individual stocks is also very obvious.

Over the plate has entered the profit taking, the most typical is the securities sector, short-term adjustment is in progress.

And the beginning of stagflation began to happen, such as the iron and steel plate on Thursday.

The concept of environmental protection has also been strengthened continuously.

Therefore, in the adjustment period, investors should change their minds in time to keep pace with the pace of market pformation.

For example, the greed of the plate which is still too high in the earlier stage is reluctant to see the new rising hot spots.

You may only be able to stand guard for the main force.

Wei Bin: Recently, the stock index has been in a state of exuberance, and many investors have been watching their stocks up and down. Their mood is almost bad. The stock market is going up. They are afraid that they will make up for the stock sold.

It is suggested that investors comply with market trend and keep up with market hot spots in operation.

Liu Minghong: after the market returns to the trend of the slow cow, investors will gradually get out of the embarrassment of "full Warehouse Clearance". Recently, we can pay close attention to the main keynote established by the central economic work conference, rationally treat all kinds of hot spots in the market, and make rational assessments of the corresponding stocks.

Operation should avoid blindly catching up and killing.

In the short term, we can focus on the wheel of interest policy oriented hot topics.

Yuan Feilin: we believe that investors can keep up with the following two aspects: first, dig out the hot spots from the news surface; through the interpretation of the policy and the news, we can select the information that may have a significant impact on the market, so as to find potential blocks; two, we should monitor the main capital flows. From the recent hot spots, the undervalued blue chip sector, such as finance and real estate, is obviously concerned by the main funds, and the related sectors are increasing significantly, while the small cap stocks are weak. Therefore, the market has appeared "full warehouse".

How to find new profit targets

Reporter: we all think that at present.

Li Simin: basically, the performance has a good growth, and the technology stocks have just stepped off the bottom of the stock market at the initial stage of growth. It is recommended to intervene when the callback occurs. Such stocks have both short term capability and long and medium term investment risks.

Cheng Rongqing: bull market, plate rotation is the mainstream, especially in today's trillions of pactions, plate rotation has more capital foundation.

In the latter half of this week, water supply and gas supply, central enterprises reform, regional reform, steel and environmental protection and so on have begun to strengthen. Investors can choose to switch to the above plate when securities market and other mainstream sectors are adjusting.

Wei Bin: at present, the index has entered a period of shock and rest, and the pattern of the long-term upward trend has not changed. Investors should be concerned about the rotation of the sector.

Operation, financial stocks as long as there is a big adjustment or shock, in a certain period of time is the opportunity to buy, but it is not recommended to catch up continuously.

In addition, the layout of water conservancy, military industry, media and other sectors can also be arranged, and the relevant stocks of the central rural economic conference can also be arranged ahead of schedule.

Liu Minghong: as China's economic strength has gradually increased, the sustainability of economic development is the government's demand. The economy must ensure that the pformation is successful, so investors can continue to focus on stocks with reform themes.

The core factor of the current round is the increase in liquidity and the valuation of the blue chip sector.

Short term can be concerned about the policy support is expected to be higher, such as state-owned enterprises reform, land pfer, "along the way" and other related sectors, or lagging behind the value of second-line blue chip stock raising opportunities.

Yuan Feilin: since the sharp fall on Tuesday, the main board index is weak.

The index trend is strong, and it is close to recovering land lost. The growth stocks have ushered in a better trend. Therefore, investors can find new profit targets through the following aspects: first, policy driven environmental protection, "one belt and one road" and other concept growth stocks; two, the annual reports are coming up, and the growth stocks with high pfer themes; and the three is concerned about the growth stocks that have been wrongly killed in the current round.