Don't Preview The Three "Sheep" By Hero's Preview.

After the first two weeks of deep adjustment, this week's A share market is clearly warming. On Monday, boosted by the collective rise of financial stocks such as weight blue chips, insurance companies and banks, the Shanghai and Shenzhen two markets were closed in the red market. On Tuesday, the Shanghai and Shenzhen two cities had no fear of new shares issuing and CPI growth breaking the "1" pressure. As of yesterday's close, the Shanghai Composite Index rose 1.5%, Shenzhen Composite Index rose 2.47%, medium and small board rose 2.45%, gem rose 2.27%.

The market has repeatedly told us that stock speculation is not as simple as gambling size. From the plate, on Tuesday, the financial sector continued to be active on Monday's market, and brokerages and banks took the lead. Meanwhile, growth stocks from the Internet, software and medical sectors were among the top gainers, reflecting the characteristics of medium and high market capitals, such as good elasticity, stable growth and rapid recovery. In addition, there are signs of early fermentation in connection with the theme of the reform of the two sessions. It is estimated that the three major varieties will preview the three "sheep" pattern in the coming year.

Financial stocks are bull market leaders. Foreign capital continues to look good at financial stocks. Since the Shanghai stock index plunged 7.7% in January 19th, foreign investment in financial blue chips has been going down and buying strategies, such as brokerages, banks, insurance and so on. Finance "Three swordsmen" has been ranked the ten largest active stock in Shanghai stock market. Brokerage stocks are in the best opportunity for development in history. Most domestic firms are optimistic about brokerage stocks. The industry expects brokerage profits in 2015 to be 50%. With the opening of market space, the innovation of business mode and the increase of leverage period, the securities industry has entered a stage of high growth, and is a highly flexible market.

Grow "sheep" get insurance fund Favor. Among the 58 listed companies that have disclosed the 2014 annual report, the social security fund known as the "national team" appears in the top ten largest shareholders list of the 12 companies. The information revealed from the data shows that the social security fund favors small cap growth stocks and large consumer groups. Of the 12 companies, two cities A main board There are 4, small and medium-sized board and gem 8, and the social security fund's preference for high flexibility small cap growth stocks is obvious. But investors must understand that small and medium sized board and GEM stocks amount to 1148. The social security fund is only a small part of the stock market - the high growth "sheep", and from the performance of 8 small and medium-sized stocks held by the social security fund, the performance of many stocks is outstanding.

The reform of "fat sheep" is favored by hot money and private equity. About to enter the policy intensive period of the two sessions, the theme investment can be concerned about equipment going out, the Yangtze River economic belt and so on. The major themes can be concerned about the reform of state-owned enterprises and the strategy of "one belt and one road". Judging from past experience, the policy of the two sessions is expected to have a deep mass foundation, which is the main reason for hot money and private placement. From the focus of attention of the local two sessions, 28 provinces have so far presented the list of reform in 2015, state-owned enterprise reform, fiscal and taxation reform, rural reform, price reform and so on. In any sustained bull market, enough sectors must be involved to form effective rotation to maintain the overall upward trend.

As Buffett warned Chinese investors, "there is no need to have prejudices against certain stocks." Buffett believes that investors should invest in the company to buy stocks, so they should not be too superstitious about a certain group or a listed company, nor should they be prejudiced against a certain class or stock. As long as the stock that meets their investment philosophy and the price is right, you can boldly intervene.