Stock Market Outlook: The Second Half Is Stronger Than The First Half.

Although most investors are pessimistic about the market, there is a high proportion of empty warehouses and short positions.

However, since May 9th, the market index has obviously stabilized over the past 1 and a half months. The average volume of pactions in June was significantly higher than that in May, which was higher than that in the 500 billion cities.

The most prominent thing is that the stock market and the structural market are coming and going one after another, the hot spot turns, and the wealth effect spreads among some stocks.

It is unbelievable to enter the local bull market ahead of time.

In the two tier market, the hot plate took the lead out of the bottom, such as lithium batteries, rare earth, Internet of things, quantum communication and artificial intelligence.

As long as the computer is opened and the search is summed up, about 5 billion of the high-tech stocks are ahead of the Shanghai composite index above the price of 3000 points.

This time lag behind

The main part of the plate is shell reorganization.

The SFC first tightened its policy on the return of China Securities and issued a draft for the new restructured company asset approach.

As a result, asset restructuring, whether true or false, whether or not affected by the new approach, has plummeted and lagged behind.

In fact, as long as calm thinking, in Shanghai and Shenzhen Stock Market

Under the national conditions that cannot be promulgated in the short term, the asset restructuring sector must be the most active and attracting sector in Shanghai and Shenzhen.

The Commission's new approach to backdoor reorganization is aimed at curbing false restructuring and flickering restructuring.

The behavior of illegal reduction, illegal cash withdrawal, and false information deceiving shareholders.

For the backdoor reorganization that is in conformity with the securities regulations, the SFC is absolutely not necessary to impose restrictions.

The reform of state-owned assets in Shanghai and other places, such as the stock trading in advance, has been suspended.

If we realize the backdoor listing of the external enterprises, it will certainly benefit the interests of the original shareholders and the interests of the state shareholders.

Backdoor listing will also be beneficial.

The overall environment and the overall interests of the stock market are all positive energy.

China's industrial structure adjustment and asset securitization process need to be realized through various ways of asset restructuring.

Therefore, no matter whether the reform of state-owned assets, or the backdoor and shell selling of private enterprises, as long as they comply with the securities laws and regulations, they believe that the local governments and the SFC will actively support them.

Therefore, the recent downturn in the reform of state-owned enterprises, backdoor reorganization will also stabilize the plate active.

The market is stable, and the structural market is quietly starting. The most obvious feature is that it is no longer blindly afraid of all kinds of bad factors, and no longer overreact.

On Friday, the United Kingdom officially broke off Europe, the Nikkei index fell 7.92%, the Hang Seng Index dropped nearly 4%, and the Shanghai Composite Index fell only 1.3%. After the official hearing from Britain, the Shanghai composite index rebounded from 84 points to around 50.

Britain's departure from Europe is bad for the world stock market, and it has no substantial negative impact on the Shanghai and Shenzhen stock markets.

However, under the trend of world market integration, the Shanghai and Shenzhen stock markets should not react.

Therefore, as a whole, the popularity of Shanghai and Shenzhen stock markets is gradually recovering, and the enthusiasm of each big WeChat group recommends stocks is improving.

The stock market will continue to spread as long as it continues, and then the plate rotation effect will be formed.

The first half is about to end, and the second half is stronger than the first half.