Macroeconomic Will Gradually Return To Stability

In the coming September quotations, it is very important for investors to stick to what kind of operation ideas they should take. From the choice of positions and the choice of hot spots, they should prepare ahead of schedule.

For the external environment of the A stock market in September, Qian Xiangjin, chief analyst of CITIC Securities, said: "our economy has always been in a slow downward state. With the continuous stimulation of loose monetary policy, the superimposed effect of a series of steady growth measures will gradually emerge, and we believe that the fourth quarter economy will gradually stabilize."

For the overall operation of the A share market in September, Ping An Securities analyst

It is believed that, since the fall of 4000 points, the Shanghai index fell below the 3400 point of the important medium-term support position, making the downlink space of the A stock market open and the market entering the stage of the market.

Although some blue chip stocks have highlighted investment value, the stock market is basically hot and active.

Therefore, in September, we should adhere to the following train of thought: first, the logic of market operation is destroyed; the bull market thinking should be adjusted to bear market thinking; September operation should be done as a rebound; two, in September, we should still emphasize the trend of operation and ignore the valuation level; three, it is not far from the bottom of the stage; we should not blindly cut the meat in the depth; four, because of frequent frequent pfers, we should set the stop loss and profit in September.

Qian Xiangjin pointed out that "from the perspective of funds and policies, the recent official statements show that the policy side is still actively taking care of the market, but the market sentiment continues to slump and the external market is increasing, resulting in the impact on the market; and the measures of pensions entering the market and various restrictions are fully reflected the urgency of management for market stability.

On the capital side, after the market plunged, the central bank adopted

The heavyweight easing measures and the reverse repurchase at the end of August were already nearly trillion yuan at the end of August.

Meanwhile, after A shares fell 612 and 818, two waves, the index dropped 44%, some blue chip stocks have reached a reasonable level of valuation, medium and long-term investment value has begun to appear, it should be expected to digest the early September domestic economic data and the Fed's interest rate expectations, the A share market in September will enter a stage of bottom shock interval.

As for the trend of the market, He Jinhui, an analyst with the state Yuan Securities, said: "since the A shares closed down in June, July and August, the probability of collecting Yin for four consecutive months is very small from the historical trend. Therefore, it is expected that the overall recovery in September is expected to rise, and the fluctuation range of the Shanghai stock index is expected to be between 2600 and 3600."

It is pointed out that "A shares will end short term rebound at the end of August in the early September, and once again close to the bottom of 2600 points, the market is expected to reach the above lows during the announcement of economic data from September 7th to September 10th. With the advent of the 5178 point drop of 50%, the market sell-off will gradually ease, and the market sentiment will be further stabilized. The index will fluctuate smoothly at 2600 points, and will resonate with the economic cycle.

And in mid 9 months, with the introduction of the 13th Five-Year plan and the introduction of the general plan for the reform of state-owned enterprises, the market will gradually step out of the rebound at the monthly level.

It is expected that after September 20th, A shares will resume 3000 points, and the 3500 point downward gap will be added at the end of September, and the index will rebound to 3600 points at the end of the month.