It Is A Bit Surprising To Explain The Stock Market Trend In Jianzhong.

Since last week, the Shanghai composite index broke through the top 2933 boxes of the previous box, and has not yet formed a box platform on the previous stage. The 3028 point is not the box top yet. The market trend will inevitably break through this point. The location of the bottom of the box is not 2933 points, but this week's wave fell to 2905 point. At present, the market trend is rather strange.

The location of the top of the box must be opened. If you don't open it, friends who like to watch the trend of technology know that if you put the highest 5178 index last year to the previous high point 3684 points and pull a connection, it would be terrible. This downward channel means the trend line of short pressure. So breaking the form will attract market sentiment and produce wealth effect. Of course, it will change the keynote of market comment.

As far as market situation is concerned, the atmosphere of doing more is gradually taking shape.

For example, there are two recent information indicating that management expects moderate increases.

In order to activate the stock market, the first is that the certificate company announces the restart of the refinancing business, and the interest rate has been greatly reduced. Making the pfer financing business has been the original intention of the establishment of the certificate company. Because of the stock market crash last year, the main business of the certificate company has stopped to start its own business. Now, the restart of the pfer financing indicates that the desire to increase the leverage will be increased. Two, many commercial banks are beginning to re cooperate with the securities companies and trust companies to increase the allocation of capital business, though the allocation ratio is slightly lower than that of last year, and the regulatory requirements have been raised, but the basic nature of the business is almost the same.

Now the two financial balance has dropped to 840 billion yuan after strong.

That proves it.

But in the society, a lot of innovative capital allocation business has emerged, and the SFC has said that it will strictly control it.

From these measures, the standard controllable leverage will continue to increase, and those wild growth lever will be banned. Now the Shanghai composite index is still around 3000, but the market is still relatively clean, mainly due to the low leverage ratio of the market, so the market opportunity of this point is still large.

From the long-term trend of the stock market, the 3000 position is still a safe area. From the perspective of stock valuation, quite a lot of stocks have fallen out.

The more important reason is that the average hold up position of the rescue market last year was around 3600. Although the annual report published now has a comparison with the three quarterly report last year, some of the main rescues have been lighten up. Some of them have all been "sliding feet". However, most chips do not escape at present. So, in the space of twenty percent off of the main position cost, the opportunity to make a short-term difference is relatively large.

From this perspective, the current position should hold stocks in half warehouse.

This week, a piece of information will have a long-term and beneficial impact on the market. It is announced this week that the regulations on the management of social security funds have been formally implemented since May 1st.

If we look at the short term market, the social security fund will bring about 600 billion yuan to the stock market, with only one day's trading volume in Shanghai and Shenzhen stock markets.

But in the long run, it is very important.

Now the fund of social security fund management is only a few trillion yuan, so the capital to enter the stock market is only 600 billion yuan. If it takes 5 years or 10 years, the funds of social security fund will rise to tens of trillion yuan and several trillion yuan, so now it can enter the stock market area of 600 billion yuan. It can only be said to be the amount of land. From this perspective, the trend of the stock market is now the bottom of the market, and the scope of external capital expansion is larger.