Stock Market Outlook: The Fourth Quarter Of The Paction Is Gaining Momentum.

With the arrival of the National Day holiday, the market is about to enter the fourth quarter of the paction.

Looking back at the third quarter, the market situation is relatively general, although the theme and opportunities such as placards and real estate are quite numerous, but the overall performance of index and volume is still relatively low.

Compared with the active period, the volume of trading in the two cities showed a significant shrinkage.

The shrinking of no excess can also bring better timing to the fourth quarter of the layout.

It is also one of the most anticipated events of the year ago, which has a positive impact on the market. On the technical side, the stock market has continued to pick up, and the volume has not yet been released, and there may be repeated possibilities.

Generally speaking, under the support of the 3000 points of support fund, the Bulls launched a counter attack, and also showed that the downlink space was narrow.

For the fourth quarter of the paction, we think that we can focus on the following four aspects:

First, quantity can shrink.

The biggest problem facing the market before the National Day is the smaller amount.

The total energy consumption of the two cities in September has been in a low position, and the biggest problem of shrinking market volume is the biggest problem.

There is no way to start.

Once the long vacation is over, it is expected that the funds will gradually return, which will bring better investment opportunities. Therefore, the amount of energy can shrink just now.

Two, opportunities for blue chips appear.

In terms of theme opportunities, stock prices of second tier blue chips, such as brokerages and airlines, are already close to this year's low point.

Take airlines and brokerages as an example. At present, the stock price is close to the 08 year low point. At present, the risk of participating in this position is not large.

There is little threat from recent international market performance.

Investors have already adapted to the change of interest rate increase and no interest rate increase. The sensitivity of the market to raising interest rates will be reduced and the risk of the international market will be reduced.

As the US presidential campaign enters its final stage, the impact of the international market will gradually become clear.

Four, the concept card stocks to drive the market.

The stock market is expected to become an important theme to stimulate the market. From the perspective of theme opportunities, many stock companies have come out to raise their cards or increase their holdings. If the share price continues to fall, there will be more opportunities for placards and holdings.

Recently, a number of economic data show that the signs of domestic economic stabilization are emerging, and the basis for market rebound has some support.

In addition, the intensity of the post holiday market policy has been increasing. Whether it is accelerating the reform of state-owned enterprises, entering the blue currency or opening up Shenzhen and Hong Kong, it will stimulate the stock market to a certain extent.

Therefore, Ju Feng believes that the stock market will not have a strong counterattack in the short term in the hot market, but with the expansion of the bubble, the government's visible hand or the drainage market will gradually flow into the A share market. The possibility of large incremental capital intervention after the festival is less likely, but phased intervention will be opened.

Therefore, after the festival, or will be the starting point of the A share market across the year, and patience under the firm shareholding.