How Does A Share "One Yang" Market?

Yesterday, the Shanghai stock index broke through a narrow interval shock pattern with a big line, and the market sentiment was ignited again. According to the reporter interviewed a number of private personages fighting in the front line, there was a private placement view, which indicated that the market had to turn upwards, while others thought it was only a short pulse in the bear market.

As a result, some private businesses have substantially reduced their positions in the rise, while private equity has vigorously rebounded Ka Kurahiro, and private placement has shown no clear direction and remains low.

There are private placement that the market will

"This rise is expected, basically in late May and early June.

We speculate that the market will be changed later, so Monday has been added to the warehouse. The current position is around 70%, mainly in the blue chip sector, including petrochemicals, liquor, aviation, and growth stocks that match valuation and performance, focusing on electronics, lithium batteries and other sectors.

Shanghai high mountain Investment General Manager Gao Shan told reporters.

The reason for this is that

It is a good sign that the market is no longer down in the devaluation market. It is a good sign that it is likely to go up. The two is that the technology is obviously convergent, or even downward. The three is that the Hong Kong stock will take the lead. It may be the leading indicator of the A share. The four is the continuous capital inflow of Shanghai and Hong Kong. A shares are expected to be included in the MSCI index and may also bring incremental capital.

Yu Dingheng, general manager of Shenzhen investment, also believes that the land price has been reduced to the extreme in the market. This indicates that the rate of change this week has broken down, so they have some layout before, but the position is not very high.

"There is still room for improvement, but the height and time are hard to say."

But there are also some.

It's not so optimistic.

An old private equity manager in Shanghai said that yesterday's rise was more like an outburst of emotional outbursts in the bear market. "Everyone is waiting for the market to be clear. At present, people who are empty are still the majority.

So rising looks more like a short-term mood outburst, a bear market pulse, but it is expected that the rebound will not be big enough to make up for the previous gap.

Yu Aibin, general manager of Shenzhen Ju Feng capital, also believes that today's rally may be affected by the external market, and the A shares have been sluggish for a long time. They need to release more strength, but they still belong to a relatively weak short-term market. There may not be much upward space. Because there is no clear logic for the current market, there is no clear line in the market, and it is still a rebound in the stock market.

Therefore, this private equity market has been greatly reduced by yesterday's inflation. "The original position was seven or eight, and it was cut to 50% below yesterday."