All Kinds Of Interference, A Shares Insist On Going Their Own Way.

As June is drawing to a close, this month, multiple news faces have been fulfilled. For example, the MSCI index has failed and the Fed has postponed interest rates. With the conclusion of the referendum in Britain, what factors do you think will affect the domestic stock index in the near future? There are not many factors that affect the stock index in the short term, and Vanke's resumption is one of them.

However, in our concept, the stock index itself has its own operation rules, and the most important news is only short-term shocks, which can not change the basic operating rules.

Take today's British case of Europe as an example, only a sharp drop in the intraday market, but the final stock index still recovered most of the decline.

We should study more about the operation of the stock index itself, not today's news and tomorrow's news.

Recent stock index has been suppressed by the 60 day moving average, but the market theme investment is very active. Can the theme of the active market trigger a greater level of rebound? We firmly believe that there will be a very good food market in the second half of the year, so we must not miss it.

The stock index has recently been on the 60 and 120 day moving average, and on the trend line (connecting the trend lines of 2638 and 2780 low points), it needs to choose short-term direction.

If we break through the 60 and 120 day moving average, we can basically decide on the opening meal market. We must make a decisive decision. If the stock index falls below the trend line, it is possible to dig the hole.

Therefore, no matter how to break through, we need to increase the opportunity to choose the aircraft. Waiting for us is the best opportunity this year.

HKEx intends to test the Shenzhen Hong Kong Tong system next week. The opening date of Shenzhen Hong Kong Tong is getting closer and closer. The relevant themes on the disk are also showing. Can Shenzhen Hong Kong Tong start the next round of market ignition?

Shenzhen Hong Kong has a certain attraction to the capital, which can stimulate the enthusiasm of some funds, and it is beneficial to the development of the market.

Just in time, A shares will have a good food market in the second half of this year. Shenzhen Hong Kong Tong Hui will help.

However, this is mainly the internal requirement of A shares, not only the effect of the opening of Shenzhen Hong Kong Tong, but also to understand the relationship between them and not to put the cart before the horse.

In the second half of the year, when the food market starts, the performance of the securities companies is a big probability event. On the one hand, the market will increase the volume of market pactions, which is beneficial to the performance of the securities companies. On the other hand, the securities companies are active in the blue chips and have been moving frequently in recent years.

What do you think of the result of the euro referendum? What will be the impact on the peripheral market and the A share?

Britain's departure from Europe is normal, which may have a short-term impact on the market, but it can not change the fundamental law of operation of the stock market.

For A shares, this year's food market is coming out. The problem is just to go straight up or dig a hole first.

We must strengthen our confidence and make a decisive attack once the opportunity arises.

For the first time in late March

Examination, in order to satisfy the broad sense

Generally speaking, banks have tightened their banking industry, especially the supply of non silver funds, resulting in structural structural liquidity.

Do you think the MPA assessment will bring about the impact of liquidity at the end of the next quarter? The end of the quarter will always be relatively tight, but the central bank will conduct a short-term "drain" at this time to reduce the impact on banks and capital markets, so there is no need to worry too much about this.

How can investors grasp investment opportunities in the near future?

We believe that the new stock market or the biggest line of the year can continue to be concerned in the future for two reasons: first, from the performance of the past two months, more and more capital flows into the market.

We should know that after the big capital enters the market, the new stock market will not be easily ended. Secondly, with the continuous new IPO, there are many high quality stocks, and the initial shares are high, so the market can easily switch to a new batch of high-quality new shares.

Investors should strengthen the mining of sub shares, focusing on those emerging industries, subdivision industries, and relatively low market capitalization stocks. Once the market is relatively stable, the layout can be chosen.

Once the market has chosen the direction again, who do you think will be the hot spot in the market? What are the details of the trading strategy? We think the sub stock will still perform well, especially the low market value and high quality stocks.

In addition, those sectors such as OLED, which broke out collectively, deserve attention.