Gem: Two Pound Good Hedge Blood Peak

This Wednesday and Thursday will be the peak area for new issue, and 21 new shares will be issued on the two day, and the new round of frozen capital is expected to reach 3 trillion. However, in the face of such a huge share of new shares, "blood pumping" peak, A shares did not decline, but in the two pounds of good hedge under the sharp upward rebound.

The two big profits are favorable, one of which is during the two sessions. Human resources Yin Yumin, Minister of social security, clearly stated that pensions will enter the stock market, and the second is that in February, QFII opened 20 new A share accounts and opened A share accounts for 38 consecutive months. The pension market is expected to be strong with foreign investment. Its robustness and value investment style undoubtedly form a great positive effect on the heavyweights in the A shares. The two market indexes in the early morning also rose sharply in the early days of the heavyweight issue. and Gem However, it continues to rise to a new high with its strong trend. The weight and the subject matter started to have violent changes, which indicates that the market style is being collided fiercely. Investors should not only catch up with the outside world, but also have a high profit on the stocks that are huge in the early stage, low in performance, heavy in volume and stagnant in the main position.

Pension and QFII entry can really give the market a shot in the arm, but these two super institutions are not stupid, and they will not be caught up in high positions. Subject stock It is more likely to lower the layout of the high growth stocks with low valuation and in line with national strategies, such as the following two main line stocks in the good stock interaction.

First, the top-level design plan of the central enterprises reform is drawing near or pushing the second batch list. Up to now, the top-level design plan of state-owned enterprises at the central level is close to consensus except for some parts. The market expects the "1+N" plan to be announced in the window period of the two sessions. At the same time, the reform plan of the first batch of pilot enterprises and the second batch list of the central enterprises will probably be introduced in the first batch of six pilot enterprises.

Second, the Internet insurance concept "red envelopes" 7.5 billion assets valuation of nine times. Internet finance, which combines big data and finance, is the leading sector of this round of theme stocks. The 750 million asset valuation is nine times that of the market, which means that the market recognised the broad future of supply chain finance, Internet insurance and Internet marketing.

On the whole, the amount of purchase of new shares is huge, but it is easier to survive. Therefore, at present, we should catch up with the bull market, and boldly lay out the main line stocks with favorable policies under the risk of increasing too large stocks. If the stock market has not yet risen above the two main lines, we can boldly lay down the layout and firmly uphold the confidence of stocks. Combined with the direction of institutional preferences and favorable policies, good stock interaction has been found in the above two main lines. There are 29 stocks that are in line with high growth and share prices have not risen, or become the targets of pension investments.