Stock Market Outlook: Beware Of Adjustments After Long Lasting Attacks

The first trading day after Qingming Festival is good stimulus by Xiong an new district.

Since the opening up of the high jump line, the Shanghai Stock Index failed to break through the 3300 point line at one stroke, but began to consolidate at 3260 - 3290 points.

The Shanghai Stock Index weekly line has been suppressed by the 120 week average. As the 120 week moving average runs at 3300 points, if the 120 week average line is broken up, it will hit a new high in the past two years. But in the short term, the market's new high is not in line with the current operating rhythm of the stock index. Therefore, we need to guard against the adjustment after the long term offensive.

Gem refers to the downward trend and weak pattern of the big cycle, which has not changed. In the establishment of Xiong an New District, it is only a 1950 point line of upward pressure. After that, it has gone back to the bottom line, and now it has returned to all the EMA.

From the perspective of medium-term technology, the gem is once again looking for support at the 1800 point line, and there is basically no suspense.

According to the data released by the Shenzhen Stock Exchange in March, 603 companies in gem made a total profit of 93 billion 216 million yuan in 2016, an increase of 38.15% over the same period last year, and net profit growth reached the highest level in nearly 5 years, of which 79 companies completed a major asset restructuring.

Due to the strict supervision and management of M & A at the current management level, the mode of improving the performance of the companies in the gem has changed, that is, strict supervision over mergers and acquisitions will affect the overall performance of the gem.

A large number of mergers and acquisitions of companies are mainly concentrated in the second half of 2014 to the first half of 2016. Acquired company generally has a performance commitment period of 3 years, so the growth of many companies in 2016 and 2017 still stems from the performance commitments of pre acquisition targets.

However, a significant reduction in the number of new assets restructured to enhance performance is likely to lead to a decline in overall growth of the growth enterprise market. Once the trend of performance growth is down, the gem will likely accelerate downward trend. The time point is likely to be in the four quarter of this year to the first quarter of next year.

At present, apart from the differentiation of the main board and the gem, the differentiation of the two industries is also very obvious. Apart from the obvious profit effect of the Xiong new area, the Guangdong Bay and the Hong Kong Macau Bay area and the military sector, there are basically no investment opportunities in other sectors, and even many of the plates are driven by the gem, leaving the trend of continuous downward adjustment.

The main lines of profit effect are mainly based on policy dividends and event driving, and there is a possibility of further fermentation.

Taking the concept of Xiong an new area as an example, the initial capital was concentrated in infrastructure and building materials related to Xiong an new area.

Later, the market excavated the concepts of "beautiful Xiong an" and "Xiong an ecology", thus promoting related environmental protection stocks.

As of yesterday, the market also dug out the concept of "Xiong an finance", and the related stocks were strong upside.

In the future, with the gradual landing of the Xiong an new area, the relevant policies will become clearer and clearer. With the new policy, the market will inevitably generate new investment opportunities.

The event drive of the one area and the military sector did not end in the short term.

There is still a month to go from the summit to the summit. There is still enough time for the capital to move. The market is also looking forward to the expected good results of the summit.

The military sector recently benefited mainly from the catalysis of the domestic aircraft carrier, the mixed group of the military industry group and the Korean issue. It is still in the early stage of start-up, especially when the time for the launching of the domestic aircraft carrier and the military industry group is still uncertain. The main institutions are expected to be from the end of April to the beginning of July. Therefore, the military sector is still a good choice for the current layout.

For more information, please pay attention to the world clothing shoes and hats and Internet cafes.