Direction Of The Stock Market: Concentrated On Low Price Earnings Ratio Undervalued Blue Chips.

The Shanghai and Shenzhen two cities performed better on Monday, while the midday index rebounded strongly under the bank's stock market, but rebounded before closing.

The performance of the market is still good, except for bank shares, the performance of coal shares is the most prominent.

Now the market trend is still more concentrated on the low price earnings ratio undervalued blue chips. Under such a market atmosphere, the market wind direction is relatively difficult to change in the short term.

Today, the biggest feature of the two cities in Shanghai and Shenzhen is that the first tier blue chips still occupy the main seats in the market, and the banking stocks have risen again after the adjustment of the first few trading days.

At present, bank shares can also appear increments in this position, which is a good incentive for the market, that is, the index is not much pressure in the current position.

The next step will depend on the trend of bank shares.

In addition, the recent second line

The performance also shows that the market has certain potential.

Looking at today's market situation, the second line blue chip also plays a big role.

The outstanding performance of infrastructure and building materials sector will let the market get out of a very high degree of activity. Under such an activity, the market is expected to maintain a relatively good momentum.

From the point of view of market hotspots, the rise of public utilities stocks is also a sign today. The rise of these stocks, including expressways, also shows that the hot spot of the market is still on the low price earnings ratio stocks.

This is the trend of mining hot spots.

Now, we think the main direction is two points: banks and

。

This is the end of the seesaw.

In view of the rising power of the early market mainly from the bank shares, the trend of bank shares actually has left the trend of the market now.

In the future, the direction of the market is mainly to see the direction of banks, especially the China Merchants Bank.

At present, ICBC has broken through, which is a good function. Next, it is expected that some banks will follow suit, which is good for the index.

The trading focus of the market is still on the main board, but we should pay attention to avoiding the short-term overgrowth of the varieties. We can dig deeper into the undervalued varieties of the previous stagflation, and the two logic of the current market focus shifting from growth to industrial concentration and the recovery of the traditional industries of the main board have not changed.

It is expected that the style of the future market chasing the dominant enterprises in various industries will be difficult to change in the short term. Undervaluation is a particularly important core variable.

It is suggested that we should pay more attention to the advantageous enterprises with low valuation, such as finance, real estate, agriculture and cycle.

Despite the "beautiful 50" overall

It is still low, but from the perspective of constituent stocks, its undervaluation is not comprehensive.

In particular, after a continuous rise in the previous period, a part of the SSE 50 constituent stocks valuation has been significantly higher than the market average.

With the strength of the relevant index unchanged, its valuation advantage will continue to decline as the share price goes up and even generate new bubbles.

It should be noted that the decisive role is not the issue of valuation, but the continuous pursuit of market funds.

As for the growth enterprise market, it is expected to be a hot spot for the intermittent adjustment of the blue chip market, and from another point of view, if the leading stocks of the gem will rise, it can also be seen as a sign of short-term adjustment of blue chips.

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