The Year Is Approaching: Red Envelopes Can Be Expected Before The Holidays.

Although there is still a period of time away from the Spring Festival, the atmosphere of the Spring Festival will gradually intensify after the end of this month.

How to layout before the festival has become a hot topic for investors.

Analysts believe that four successive falls are not enough, and the red envelope market can still be expected before the festival.

Although the decline is not big, but the daily drop of 30 to 50 points lasted for four trading days, and the cumulative drop of more than 170 points led many people to begin to doubt that the cattle who had been crazy for nearly half a year had left.

Reporter statistics found that from last July's rising market, there were two times five consecutive falls, the two consecutive drop and drop did not exceed 70 points, and this rhythm of four consecutive falls, let some people feel flustered.

Wu Guoping, chairman of Yu Rong investment, said in an interview with reporters that the stock index remained at 3100 points to 3400 points, and the overall risk was limited.

On the contrary, once the adjustment is in place, the new main wave will start again.

Wu Guoping pointed out that from time to time, the average time interval between 2006 and 2007 was 33 trading days, and the current round was adjusted to yesterday's 18 trading day. Therefore, the short term will continue, but it will be closer to the new main wave.

From the point of view of the magnitude, the low point of the second adjustment is hard to fall below the low point of the first adjustment unless there is a significant sudden negative impact; third, the amount should be phased, and the volume of the Shanghai Stock Exchange should be below 250 billion yuan or even 200 billion yuan.

In an interview with reporters, Ji Xiaojun, a special guest of Pacific Securities, pointed out that the argument that "cattle had gone" was not very reliable.

On the whole, this relatively strong callback can be completed quickly before the Spring Festival, and the adjustment will not be too great.

This year's fall before the Spring Festival is a good opportunity to buy at a low price. After the end of this A round of adjustment, the trend of rising prices will not change in half a year. If we miss the time layout of pre holiday status, it is unlikely that we will see a low point in the next six months.

Shenzhen new mileage investment director Lai Xu broadcast in an interview with reporters also pointed out that the recent decline in blue chips Market is brewing in the middle line, in the long line.

Under the pattern, the recent emergence of Niu Hui is a rare opportunity.

Market participants have indicated that under the current pattern, investors can conduct Nuggets according to market characteristics. The red envelopes before the festival are worth looking forward to, and the most obvious one is the annual report that has already started.

Song Qinghui, a well-known economist, said in an interview with reporters that the annual report stocks need to be configured in many ways.

First, compared with the China Daily, the annual report is

The most intensive time window of the high pfer scheme has been launched. At present, more than 70 listed companies in the two cities have announced the "high pfer" plan in 2014. Investors can select blue chips from the perspective of dividend yield and stock index.

Investors can also dig out stocks that are expected to be close to actual net profits and stable quarterly earnings growth in recent years, in order to stabilize the stock market.

Ji Xiaojun believes that in the process of intensive annual disclosure, the stocks and industries with growth and good performance will encounter a wave of rising prices, which is worthy of investors' attention.

Wu Guoping also pointed out that in the annual report quotations, most small and medium-sized board stocks are growing better, so many high turnover is dominated by small and medium-sized boards, which also reminds investors to consider more small and medium board stocks.

Policy can be used as the main line of investment.

Song Qinghui told reporters that from last July to the beginning of this year, the surge of A shares was partly due to policy push and market expectations.

Against this background, this year's "Document No. 1" will become a major positive stimulus to the agricultural sector. The reform of state-owned enterprises and the policy of "one way and one area" will run through the A share investment in 2015.

Wu Guoping believes that in the reform of state-owned enterprises, many central enterprises and traditional cyclical industries are the future direction, such as iron and steel, non-ferrous metals, including Beijing, Shanghai and other areas to set up state-owned enterprise reform fund is a very important area in the future, which is worthy of investors' attention.

This view is also endorsed.

He pointed out that the Central Document No. 1 is expected to be released this week. The first issue of this year's Document No. 1 is agricultural modernization. As the first issue of the first document, the theme of agriculture will be highly valued by the market.

Under this expectation, a series of policies on agriculture will be announced one after another, and agricultural stocks will enter the policy dividend intensive release period.

"Of course, some of the industries and sectors that are currently adjusting can also be the focus of nuggets, such as the large financial sector represented by brokers, because the previous rise is larger, so the end of this round of adjustment may be until March."

Lai Xu said that there are opportunities for stocks to be traded, such as tourism, pportation, railways, aviation and other beneficial sectors. There may be impulse market. "The key is to see the company's situation."

In terms of recent opportunities, Yang Guangshuai, an investment consultant of Anxin securities, told reporters that at present, the market is in the stage of shrinkage and rest, and the overall systematic opportunities are not large, and opportunities are on the theme of small plates.