A Shares Have Great Opportunities To Make Up For Space And Seize Opportunities.

In fact, this is the first time I put forward the statement of the slow cow market. In August last year, I pointed out in my report that A shares have gradually moved out of the bottom and from the rebound to the slow bull market.

It is a good thing for investors to appear in the slow bull market, because in the case of slow bull market, investors can have enough time to choose some high quality stocks to hold. They can gain profits through time and space.

For example, in the past ten years, A shares have gone through two rounds of ups and downs. Many investors have not lost money but also lost a lot of money.

The slow bull market is actually a relatively healthy trend. For example, the US stock market has been a trend in the past five years. The Dow Jones index has risen from the lowest point 6500 points to the more than 20000 point now, but it has not risen in one year, but has increased by twenty percent annually.

In this way, investors can make money every year by buying some good stocks.

The recent performance of the A share market is similar to that expected before my holiday. After the Spring Festival, the spring offensive began. The leading sector is the plate recommended before the festival, for example, such as military industry, cement, securities firms, liquor and other sectors.

Recently, some cyclical stocks have begun to rebound, like nonferrous metals, coal and steel.

The rotation of industries is gradually taking shape, and the trend of market rising is gradually opening.

After the market received five consecutive days, the market suffered a concussion on Wednesday, and the cross star was collected. But on Thursday, we saw that the market was going up gradually, which showed that the mood of the market increased gradually.

Let us look at the stock market again. It should be said that the trend of US stocks has exceeded the expectations of many people. After the Dow Jones index broke through 20 thousand points, the US stock is still hitting a new high, and the trend is stronger than most investors expect.

After gambling Trump came to power, Soros made a lot of short selling of US stocks, which resulted in a loss of $1 billion, which shocked everyone.

It is interesting to note that those who predicted the US presidential election, such as Soros, lost a lot of money because of short selling of US stocks, and those who predicted that Hilary was on the wrong side predicted that their logic was that Hilary would come to power and that the US stock market would go up.

Buffett is an example. Before the election, he made many statements to support Hilary on the stage, and did many US stocks, especially when Apple's stock price was adjusted last year. He bought a lot of Apple stocks. The result is that Apple's stock price is close to its previous high point and has made a lot of money.

Last year, according to media reports, Buffett added more than $about 10000000000 to the stock market. He continued to be the second richest man in the world after Bill Gates. He also became the richest person who had the most personal assets last year.

The strength of US stocks has also contributed to the strengthening of Hong Kong stocks. We can see that Hong Kong stocks have risen sharply since the beginning of the year. The Hang Seng Index has broken through 24000 points, and the effect of making money is very obvious.

At the same time, it has attracted a large number of funds into Hong Kong stocks.

According to media reports, recently, a number of Shanghai Hong Kong Shenzhen fund has a large number of applications. The Qianhai open source fund is the earliest and most comprehensive fund company in China.

A lot of applications have been received recently.

According to the latest data, the total size of the Qianhai open-source Shanghai Hong Kong Shenzhen series fund has exceeded 10 billion yuan. It should be said that under the current market situation, a series of funds can break through 10 billion yuan or very strong.

The main reason is that our performance is very good. According to the statistics of galaxy securities, since the beginning of the year, Qianhai's open source, Shanghai, Hong Kong, Shenzhen and blue chip mixed Fund ranked first in the same category, while the Qianhai open source, Shanghai and Hong Kong Shenzhen leading selection hybrid fund ranked second of the same products. It should be said that the performance is very outstanding, which is why the scale has increased substantially in recent years.

Among the top twenty funds, Qianhai open source has ranked the top 16 in 5 funds this year, benefiting from the expected performance of Hong Kong stocks.

Our layout on Hong Kong stocks is relatively early and very successful.

The strength of Hong Kong stocks in the first year was mainly due to Hong Kong stocks being the cheapest market in the world, with the US stock being booming, driving Hong Kong stocks.

Shanghai and Shenzhen 300 are second only to Hong Kong stocks. Valuations are also very low. Now, Shanghai and Shenzhen 300 have a 14 P / E ratio, while the Hang Seng Index has a lower P / E ratio. The Dow Jones index has reached 25 times earnings. It can be said that both A shares and Hong Kong stocks have a big boost.

Hong Kong stocks performed better in recent years, and Hong Kong stocks are expected to have better performance opportunities throughout the year. Investors can also actively plan their layout, buy Shanghai Hong Kong Shenzhen fund, or share Hong Kong stocks through Shanghai Hong Kong Tong and Shenzhen Hong Kong stock exchange.

Of course, the performance of A shares will not be worse than that of Hong Kong stocks this year, because A shares have just bottom-up, and the 3000 point provides a good support for the market as the horizon, and the possibility that the Shanghai Composite Index will fall below 3000 points is very small.

At the 3200 point of the market, the next step is to break through the high rebound point.

Once the breakthrough is made, the upward space will be further opened.

Recently, Morgan Stanley, one of the largest international investment banks, has published very optimistic and positive research reports, and their research reports can be seen further. By 2027, A shares will be able to perform.

They believe that China's economic growth is still the best in the world in the next ten years, and A shares may have a trend of slowing down. They should be optimistic about the Shanghai stock index's target position at 4400 this year.

And big Mo thinks that in the next two or three years, the market will get out of the slow rising trend.

For investment, we can not pursue overnight prosperity. It is best to have a stable trend.

For example, Buffett as a stock god, his company Boxill Hathaway has increased more than 10 thousand times in the past 40 years, the latest stock price is 250 thousand US dollars, and 40 years ago less than 20 dollars.

In fact, his annual growth rate is less than 20%, but he has maintained a net growth of 40 years, so he has achieved very amazing results.

This is also an inspiration for domestic investors, changing the psychology of domestic investors who want to get rich overnight.

I think it is still necessary to advocate.

In 2017, the A share market was mainly driven by blue chips. We should actively look for opportunities from blue chips and try to stay away from some small stocks with high valuations, especially some storytelling stocks.

On the one hand, after the stock market crash, investors' ideas began to turn to value and pay attention to performance.

On the other hand, from the perspective of regulators, we encourage people to invest in value stocks instead of junk stocks.

Only by advocating value investment and performance as king can we really let the capital flow into some good companies, so that money can really serve the real economy rather than make some people rich.

Speaking of blue chips, the performance differentiation of blue chips and small cap stocks has been very evident in the past year. From the bottom of the market to the 2638 point, the market index has been constantly rebounded, although the pace is very slow, but many high quality blue chips still have a good performance.

Many stocks of the gem continue to adjust.

I think the performance of small cap stocks is still not as good as blue chips this year. We still look for opportunities from blue chips. Of course, we do not exclude some of them.

The company will grow into a big company in the future, but the probability of catching it is relatively small.

However, the opportunity for blue chips is relatively definite this year. We can look for opportunities from blue chips.

From the point of view of the industry sector, one is that we can continue to configure the plate that I recommended before, for example, such as military industry, brokers, cement, building materials, all the way along, and liquor and medicine sectors. For these plates with strong cycles, I think it can be held as a rebound sector, but it can not be held for too long. Maybe there will be a shipment after a rebound, because the central line does not have the opportunity to continue to perform.

The blue chip sector will further improve its valuation this year.

Along the way, we still need to pay attention to railway infrastructure, and haven't made much improvement in performance. Now the international shipping index BDI index is also showing a low level of performance. Now it seems that there is still no real impetus to the growth of the shipping ports, but the railway infrastructure is a key industry to be promoted in the same area, because we need to build high-speed rail, and only by building high speed rail can we realize the strategy of "one belt and one road".

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