Bull Market, Do Not Worry Big Opportunities After The Spring Festival

Although everyone says that the central bank is right. market It brings incremental liquidity, but when it is not a good area, there are different views in different ways. It is said that people are different from each other, and wise men see wisdom, and the stock market of these two days seems to show a strong adjustment tendency. However, reporters believe that the central bank's approval is positive. There is no doubt that the interest rate level will play a substantial role in improving the real economy.

First time this year Drop accuracy If there is no positive reaction to the market, with the continuous introduction of the rate cut, the market will have a positive response. Besides, the foundation and background of the bull market is based on such a logic of loose funds, but the bull market can rest but not end.

Why did the stock market get better and better? It's because the news is delayed at the time node. If released two weeks earlier, the effect may be totally different. It was last Friday evening that there was no news of a drop in the right amount. Many agencies predicted that there would be no more loose money measures before the Spring Festival. In this Monday, there was a substantial reduction in positions. Among them, CITIC Securities (600030) holding such a view, its futures lighten up mostly from the 14 thousand and 800 hand on Wednesday to the 7277 hand of Thursday. If the market is not going up, the market sentiment will be affected. How can the funds that just leave the field change immediately and invest more?

And 24 next week. New shares It is estimated that 2 trillion of the funds will be frozen, and the number of new issue houses has also set the highest record since the IPO was restarted. This is also the reason why the bulls are hard to organize the effective counter attack in the case of capital diversion and rapid expansion.

Since the current adjustment is inevitable, we should analyze the direction of development of the future market. First of all, we must confirm that the logic of the interest rate reduction cycle that pushes the stock market up is still there. Secondly, the current adjustment is an amendment to the sharp rise at the end of last year. After a short time, there will be a sharp rebound after the Spring Festival.

For a long time, the adjustment is more adequate, that is, after the first quarter, the stock index has the opportunity to go up the main wave, because at that time, the economic data may be better, the organization is expected to become clear, and more importantly, many plates will be restructured into the structural mechanism after a period of revision, such as brokerage stocks. The latest performance of the broker announced yesterday shows that the profitability of the sector is still increasing. Re emergence is only a matter of time.

It is suggested that investors should control the positions before the holidays. Those who are lighter will not be able to catch up, but those who will make profits will be profitable.