The Stock Market Is Expected To Experience A Moderate Rebound.
Gao Ting, China's chief strategist at UBS Securities, China's joint venture broker, said Monday that with the easing of investor worries, the stock market is expected to experience a moderate rebound. It is estimated that the index of Shanghai Composite Index and Shanghai and Shenzhen 300 index will rise by about 10% in the next quarter.
High stiffness
In the telephone media conference, he expressed his interest in the growth stocks, real estate and related industries in the big market, while the small cap stocks had some risks because of the high valuation.
Gao Ting said: "after some concerns have been alleviated, the overreaction of the market at the beginning of the year is expected to be corrected. The coming quarter is a big probability event.
Such as exchange rate, risk preference, hard landing
risk
Worries in recent years have improved to some extent. "
However, Gao Ting also said that market confidence is still fragile, the trend is volatile, and the rebound will not be in step. It is estimated that the next 2-3 months will be in a rebound trend.
For the recent trend of stronger cyclical stocks, Gao Ting believes that the recent rise is only due to expectations of rising demand, not yet seen.
demand
The concrete evidence of warmer evidence suggests that cyclical stocks such as coal, steel and cement are only rising at a cyclical level. If demand recovery is falsified, the rebound of cyclical stocks will end.
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Today's heavy line is really beautiful. But what AI wants to talk about is the Shenzhen market, especially the gem, which breaks through the bottom box platform at the same time, and finally can shake off the entanglement of the shock and break through the opening up of the rebound market.
However, the Shanghai stock index is more disappointing. Last week, the bank stocks of the banks were actually destroyed at the end of the market, and almost all the good market was destroyed.
In fact, this is precisely the worry of Lao AI today. The original saying is: Lao AI feels that there are not many factors to make the market go down. The biggest factor is "make up and fall". Compared with the deep index at the bottom, the stock index is relatively high under the weight sheet.
But even if the market is down or sideways, it will not have much to do with us. As long as several indices can rise in the Shenzhen stock market, they will rise in stocks, because they represent small and medium-sized shares.
Therefore, I suggest that the operation is to avoid heavy weights on the motherboard. If they do not need to maintain stability, they will be difficult to get quotations. It is recommended that the small and medium cap stocks with more callbacks be the main ones.
I didn't expect the bank stocks to fall so quickly.
However, Lao AI felt that the diving of bank stocks had little impact on the market and could not change the upward trend. In fact, the stock index had been distorted under the abduction of the heavyweight stocks, and Lao AI preferred to see several major indexes of Shenzhen stock market, which represented the real trend of the market and shared our interests with each other.
As for the Shanghai stock index, we should take a look at the national team's support.
And today's market rally is actually a concentrated release of depressed emotions. Last week, there was no bad reaction, and the A shares had lagged behind the peripheral market. European and American stock markets have set a new high this year, while A shares are still at the bottom of the very low position.
When the two sessions are coming to an end, it should be reasonable to make up for inflation, which is also the original saying of my strategy today.
President Liu's speech on the weekend also played a great role in appeasing the market. Although Lao AI had predicted that the registration system was postponed, it was different from Chairman Liu's mouth, and his remarks made it impossible to launch the registration system this year.
From the point of view of K-line, the major indexes have already gone out of the double bottom of the right side, and if they are more detailed, they are already three heavy bottoms. Today's heavy line has already indicated that it should start from the bottom.
Bank stocks in the end of the fall will not change the trend of rebound, A share spring market has arrived!
And the two sessions will be closed on Wednesday. The traditional influence of "no market for two sessions" will also end. Judging from today's heavy volume, all funds will no longer wait and see.
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