Blue Chips May Be Concentrated.

Throughout the day, the two cities opened up in a low concussion, and once again turned higher in the afternoon, but the market dropped again, keeping the low level of turbulence throughout the day.

On the disk, the securities sector strongly pulled the market, but other weight plates to follow the strength and willingness is not strong, the index has failed to attack.

On GEM, the index rose again and hit a record high. The theme stocks are very active, and the short-term money making effect remains the same.

Bank stocks rose sharply yesterday, today's stock market intraday rise, financial stocks in recent frequent movements, has been out of the early securities stocks outshine the bad situation, in the interest rate cut and Shenzhen Hong Kong through the good stimulation, financial stocks still have the basis of performance, do not rule out the possibility of recent collective rise.

In addition, the gem refers to a new high, active stock market shows the confidence and enthusiasm of the market operation, but after the overall growth of the gem, it is inevitable that it will fall back.

Or will continue to shift to the motherboard, and the weight plate should be the main target of capital concern.

Therefore, Guo Yiming, a huge investor, thinks that the collective volume of financial stocks has soared yesterday, suggesting that the weight plate headed by financial stocks will start to show.

Conversion can also be positive layout.

In terms of specific operation, we should emphasize individual stocks rather than index.

After adjustment, it can be followed up gradually. Coal, nonferrous metals, electric power and chemical industry can also be concerned.

In addition, military industry, media and other financial stocks will be active and can be arranged gradually.

Related links:

This week, the growth enterprise market has been promoted for 2000 times.

But on Friday, the gem showed a strong downward trend, and the stock market also quickly cooled down. Some market participants even thought that the 2000 point would become the head area of the gem.

On the short term trend, for example, two or three trading days or a week's trading time, the pressure of 2000 points did appear, mainly because the gem indicated that in the past two trading days, the volume was obviously wide, and the daily turnover reached 80 billion yuan. The turnover rate in the two months was also over 100%, indicating that the market chips were loose. Once the adjustment was made, the floating market pressure was heavy, and the short-term index did face greater pressure.

But for the medium term trend, the 2000 point is not the head of the gem.

The main reason is that the driving force of gem refers to two sources of strength: first, loose liquidity in the whole market, and because of the lack of new catalyst for rising market capitalization, liquidity has surged towards emerging industries such as gem.

In the future, liquidity will be further relaxed, and it is still expected that rates will be cut or dropped.

Therefore, the power to drive the growth enterprise market has not dissipated.

The two is the development trend of new industries.

For the current A share market, the industry trend is more important than the price earnings ratio valuation.

Not only because of the fact that evidence, such as bank shares only 5 times, 6 times price earnings ratio, but no one patronized recently, and gem emerging industry shares 70 times, 80 times price earnings ratio, is still a sea of people, the crowd excited.

And because the essence of the stock market is to set prices for the future.

With the continued interest rate cut and the interest rates of some small and medium-sized banks float to the very end, these small and medium-sized banks have only about 0.4% difference between the five year deposit interest rate and the loan interest rate.

Therefore, the growth trend of bank stocks is not optimistic.

In contrast, emerging industries are in the cycle of the big bang, for example, the acceleration of mobile Internet penetration, the accelerated application of industrial robots, and the introduction of personalized medicine.

This is actually the core driving force for GEM listed companies to maintain overall growth trend of over 20% in 2014.

Under this background, the energy that drives the emerging industries of GEM has not changed.

That is to say, the rising trend of gem does not change.

Therefore, every drop is just a recuperation of the upward trend.

Therefore, the 2000 point of the gem is not the end of the gem, but the rest point.