November A Shares Are Expected To Sway The Assault Charge.

This week, Shanghai received a small Yin line and was suppressed by the 60 day moving average on the weekly line.

From the daily line, stock index and gem basically return to the vicinity of the 20 day moving average, so the trend next week is extremely critical.

The Shanghai stock index lost 3400 points frequently. The main reason is that the pressure on the above market is too heavy. Of course, there are also some demand for profit taking.

The market's short and temporary equilibrium, short term stock index around the 3400 point of shock is a big probability trend.

Under the current situation of weak stock index reorganization, the structural market is prominent, and opportunities are nurtured in hot topics.

Through disk observation, we can find that the focus of recent funds is mainly small cap stocks.

And the gem and small and medium-sized board stocks because of small plates, is undoubtedly more favored by the main funds.

And in the big market

Under the premise of small risk, it is undoubtedly a wise move to actively layout gem and small and medium plate hot topics.

Moreover, the three quarter report shows that the main drivers of net profit increase are concentrated in gem and small and medium sized boards, which lays a good foundation for the future growth of gem and small and medium-sized boards.

There seems to be a secret that there is pressure in the market intensive market in July and August.

Looking forward to the November market, we believe that the possibility of A shares to liberate this "secret known to everyone" seems to be increasing.

First of all, the real good side of policy is expected to be concentrated.

In October, the central bank announced that it would cut interest rates from the beginning of the frost day. This double cut is the fifth time this year to cut interest rates and the five reduction. It is also the third announcement this year.

And the rate of release of monetary liquidity has reached a new high in the year.

With the closing of the the fifth Plenary Session of the 18th CPC Central Committee victory, the Central Committee of the Communist Party of China has passed the proposal for formulating the thirteenth five year plan for national economic and social development, and entered the November. In 13th Five-Year, the planning subdivision will hopefully usher in a solid and favorable landing period.

This will help A shares to be lifted up in July and August this year.

Second, investors' willingness to trade continues to grow.

According to the relevant data, from October 19th to October 23rd, the number of new A share investors increased by 330 thousand and 300, the annulus ratio increased by 11.78%, and the trading investors increased by 23 million 633 thousand and 300 and the annulus ratio increased by 6.05%. Meanwhile, the securities trading settlement fund had a small net inflow of 12 billion 500 million.

It can be seen that with the beginning of the market in the early October, the bottom area will start to warm up, and investors will continue to increase their willingness to trade. This will help.

The upturn confidence and motivation gradually recovered.

Finally, the technical plane has laid a solid foundation for the liberation of intensive residential areas.

In the early October, when the A shares chose to break up and close to the dense residential areas in July and August this year, the market has experienced more than 2 weeks of relatively complete arrangement, which laid a solid foundation for the upward liberation and intensive storage areas.

Therefore, considering the influence of factors such as "substantial and favorable policy surface landing + investors' willingness to continue trading and full technological surface accumulation", we expect that A shares in November will be able to blow up the charge of the liberated compact area.

It is suggested that investors grasp the rare opportunity of low absorption while strengthening the future of the bull market.

Therefore, in operation, we can focus more on the high growth stocks on the growth enterprise board and small and medium-sized boards.

The listed companies, especially the hot spots, are mainly focused on the thematic investment opportunities in the key areas such as the concept of the second child, the ecological environment, health care, health China, high end manufacturing and so on. It is worth exploring and distributing in depth.