"God Creation Plate" High Priced Stocks Should Be Mindful.

"Small and medium-sized stocks split sharply, and a lot of subject stocks fell sharply on Friday. Therefore, we should pay attention to short-term risks for excessive gains, loose chips, technological break, adverse trend and main stocks fleeing stocks.

We should adjust our position structure and avoid high priced stocks and stocks that have been rising too high in recent years.

A fund company in Shanghai said.

Haitong Fund believes that the current

Mainly in the style switching.

Growth stocks rose from the beginning of the year to the present, and have accumulated a very large increase, and gem benchmark stocks on Friday showed a certain degree of adjustment, on the one hand, because the early growth was too large, on the other hand, it was related to the rumors of the SFC weekend window guidance.

However, HSBC Jinxin Fund pointed out that as the current round

A notable feature of

And index trend is often inseparable.

Especially since August 2014, the two financial balance has risen from less than 500 billion yuan to 2 trillion yuan, the increase has reached 3.57 times, and the Shanghai Composite Index has also entered the 4500 mark from 2075.48 points and all the way.

When such a huge amount of money is running, it can be seen that the trend of the A share trend is obvious. The subsequent two scale changes are worth investors' tracking.

In the short term, the main risk is concentrated on the recent high point, which may have some obstacles, so long as the market has experienced a short adjustment, it can break through smoothly.

For the layout of the future market, HSBC Jinxin fund company also believes that the central government has constantly emphasized innovation, decentralization, and speed up the cost reduction of the network. Therefore, small cap stocks will be the first choice for the current capital market. If Internet +, big data and intelligent machines are still promising, the reform of state-owned enterprises will be delineated by the "1+15" system.

The 2025 themes of high-speed rail, nuclear power, UHV, new energy and China made by the government are also the focus of attention.

Related links:

Recently, the market has withstood the pressure of new shares to freeze huge amounts of funds and has been rising all the way.

After the theme dance, the weight plate is also unwilling to be lonely, and it has recently taken turns to pull up.

Hot market sentiment is expected to continue to push the stock market up, but short-term market style or return to 28.

Investors should follow the trend and gradually reduce the number of small and medium-sized board stocks while appropriately increasing the weight positions.

The continuous rise of the market has strengthened the confidence of investors in entering the market and holding shares. This can be seen from two aspects: first, the impact of the IPO is declining.

In the previous IPO market, the bulk purchase of new shares would cause the market to worry about the shortage of capital assets, which led to the short term callback of stock index. But last week, 20 new stock applications were frozen over 3 trillion, but the market not only did not adjust, but on the other hand it rose sharply. The side reflected that the current market relay was very strong, and the off site funds continued to enter the market. Two, there was no panic plate when the stock index was fast diving.

In the general rally, the high and fast diving of the index is easy to trigger a sell-off, and then a phased adjustment. But last week, several diving were recovered by the retaliatory rebound, and the confidence of investors in stocks was unusually firm. Meanwhile, the willingness to rush to raise money was low.

Against this background, bull market is expected to continue to develop in depth.

Following the trend and enjoying the bull market, investors must pay attention to the short-term market style switching.

Judging from the trend of the two trading days after last week, the weight sector of financial, steel, nonferrous metals and coal, which has been continuously adjusted in the early stage, starts again, and the relative advantage of its valuation is expected to get the renewed attention of the organization.

However, the small and medium sized boards and GEM stocks that have been fired have appeared crowding out effect or will have a rest market.

Therefore, it is suggested that investors should increase the weighted positions in the short term and gradually reduce the number of small and medium-sized stocks.

The Ministry of Finance and the Ministry of housing and other six ministries jointly issued a document encouraging local use of PPP mode to promote public rental housing investment and operation management.

Comments: Recently, the Ministry of finance, together with the six departments of the Ministry of housing, urban and rural construction, issued the notice on promoting the investment, construction and operation management of public rental housing by using the mode of cooperation between government and social capital.

The notice clarified the policy system of public rental housing supported by PPP mode, including fiscal policy, tax and fee policy, land policy, acquisition policy, and financing policy. It required all regions to organize the pilot project and implementation of PPP mode for public rental housing projects since 2015.

Under the background of the economic downturn, the use of PPP mode to promote the investment and operation management of public rental housing is conducive to the digestion of stock commodity housing, the improvement of the efficiency of the allocation of affordable housing resources, the improvement of housing security services, the pformation of government functions and the improvement of government governance capacity, and the steady growth, structural adjustment and people's livelihood.