It Is Not So Hard To Consolidate The Foundation Of The Stock Market In August.

"Seven turn over" failed to turn over, how will the quotation in August be interpreted? Today, "seven up" does not appear, "eight down" will not happen? This is undoubtedly a topic of concern to investors. Moreover, from the investor's point of view, it is really reluctant to see the "eight down" market. My view is that the possibility of "eight down" is very small, and even if there is a "eight down" market, the downward trend of the market will be limited. As a whole, the market will still maintain a large "L" trend since February, and it will remain stable throughout the whole world. As a result, the market will remain calm in August, and the stock market is expected to become a good place to enjoy the cool weather this summer.

From a technical point of view, the 2800 point will constitute a strong defensive line. At the same time, there are two main advantages that can be expected in August. First, the pension market, which is a long-awaited market. In July 22nd this year, at the press conference of the second quarter of 2016 held by the Ministry of human resources and social affairs, Li Zhong, spokesman of the Ministry of human resources and social affairs, made it clear that the pension fund should be commissioned to start investment as soon as possible. From the previous media reports, the legal barriers to the pension market will be eliminated in May this year. After a period of preparation, it is expected to enter the market in 8 months. Therefore, the pension market is expected to become a major advantage of the August market. Two is Shenzhen-Hongkong Stock Connect Open news.

In addition to the two good news that can be expected, the hot market in August will also help. equity market Stabilize. Whether it was the "key task of comprehensively implementing the supply side reform and the suppression of asset bubbles" put forward by the Central Political Bureau meeting in July 26th, or the speculation that the Shenzhen Stock Exchange named the theme stocks such as suppressing "virtual reality", "graphene", "artificial intelligence" and "PE+ listed companies", this is a strong weighting for low price earnings ratio. This will also help consolidate the foundation of the stock market in August.

However, there is little room to expand the market in August, but it is also very difficult to expand the space. On the one hand, the market in July once again stopped at the top of 3000 points, which means that the market above the 3000 point is facing greater pressure, which requires repeated repeated attempts to break through. Especially in April 13th. Shanghai Composite Index The high point is at 3097.16 points, while the high point in July 13th is at 3069.05. The market is worried that the market will be a two headed trend. Although the downlink space is not large, it affects the enthusiasm of investors.

On the other hand, it is precisely because of the macro policy "suppression of asset bubbles", and the Shenzhen Stock Exchange's roll call to curb speculation such as "virtual reality", "graphene", "artificial intelligence" and "PE+ listed companies". This will cool the theme stocks and reduce the popularity of the market, and the market will inevitably enter the wait-and-see stage.

In addition, the IPO significantly increased speed. On the evening of July 22nd, the SFC announced the second batch in July and the eleventh batch of IPO approved list this year. A total of 14 enterprises received the IPO approval, and the scale of the fund-raising is expected to be 12 billion. Whether the number of approved families or fund-raising has set a new batch of IPO this year. This also led to the total number of IPO total of two batches in July reached 27, and the fund-raising reached 21 billion 100 million. This scale is equivalent to the total of 3 months, 4 months and 5 months, and the issuance of new shares will accelerate. If the current market sentiment is insufficient, the pace of the stock market will become heavier.

Moreover, the reduction of restricted shares will also constitute an important factor affecting the upward trend of the stock market. Since the beginning of this year, the reduction of restricted shares has accelerated significantly. Starting from June, the reduction of important shareholders in the A share market accelerated sharply like a storm. The market value of the total reduction was 34 billion 100 million yuan, a record high since July 2015. In July, the trend showed no signs of slowing down, and even intensified. In July, the market value of the total reduction reached 34 billion 600 million yuan, which was higher than that in June. Speeding up the reduction of important shareholders will also greatly restrict the uplink of the market.