The Shanghai Composite Index climbed to the 60-day moving average and was followed by an integer day. For the next move in the A-share market, most private placements are relatively cautious. Private equity investors interviewed by the Securities Times said more consistently that at present, only market funds are driving the market, the volume of transactions has not been significantly enlarged, indicating that more off-site funds still have doubts about this wave of “stabilizing the marketâ€, in the third quarter of this year or At the bottom of the economy, if the market volume of the stock market is gradually enlarged in the future, the reversal market can be confirmed.
The amount of energy can only be reversed
Yang Hai, director of Hubei Xinhaitian Investment Co., Ltd., stated that “the index of the 60-matrix on the Shanghai stock index stands is not significant. The stock index has been sideways for several months at the lows of 1664 points and 998 points, which is conducive to the market’s exchange of chips and popularity.†Yang Hu believes. Judging from the recently released economic data, the probability of a bottoming out of the economy in the third quarter will be greater, and loose economic policies in the first quarter will gradually show results. This is the fundamental driving force for the stock market to warm up.
Han Fu Capital Wang Hui said: "Although the Shanghai Composite Index has broken through the 60-math, it is still not validly confirmed and there will be a short-term shock. Although from the weekly perspective, moderate energy amplification is a positive signal, but the future remains to be furthered. Heavy volume, at least on the daily turnover of more than 800 billion, the rebound is expected to become reversed."
Lu Wei, general manager of Mingyuan Investment, said that the recent rally is expected to continue until early November. This wave of rebound is due to the release of systemic risks, good economic data, slower IPO listings, and relatively lax funding; but it is often the end of the year. As a result, the frequency of new stocks will accelerate after the stability of the market. Therefore, whether or not the market can continue depends on whether there are any economic reform measures that can boost the market at the end of the year.
The general manager of a private equity firm in Shanghai believes that the current stock market problem is that there is no incremental capital admission, which depends critically on the tightness of monetary policy. The previous two RRR cuts are measures aimed at the fall in foreign exchange reserves, and the recent foreign exchange recovery will pick up. Re-registration, the cumulative effect will appear, but also have a substantial impact on the economy, does not rule out the existence of cross-year prices.
Focus on thematic investment opportunities
Yang Hu recently paid more attention to financial stocks including brokerage stocks. He believes that brokerage business is increasingly diversified, the proportion of brokerage business is becoming less and less, and the proportion of communicators and derivatives is gradually increasing, and the performance of brokerage companies is increasing. Certainty events.
Recent cycle stocks have also performed. Lu Wei said that at present, the valuation of blue-chip stocks such as bank insurance is relatively low, and everyone's judgment on the declining valuation of cyclical stocks will be reversed, and cyclical stocks will have valuations to repair the stock market. Therefore, stocks for cyclic stocks in the first half of next year will be relatively optimistic.
Another private equity person stated that the current systemic risk is still very large, and stock capital is still pushing the market, tending to conceptual hype, such as shale gas, geothermal, 3D printing and other concepts. The maintenance time will not be long, but there is imagination. space.
The person in charge of Shenzhen Pancheng Investment and other private equity funds told the Securities Times reporter that the year-end A-share market is expected to usher in a wave of higher-level rebounds, but the sustainability and magnitude of investors should not have high expectations, and light index weight. Individual stocks are still the main operating strategy at present, and follow-up hotspots will continue to emerge one after another. First of all, the three quarterly reports are intensively disclosed this week, and there is a good opportunity for pre-profit pre-increased shares. Near the end of the year, the decapitalization of restructured and ST shares may be deducted repeatedly. Secondly, in every wave of rebounds, the rebound in overweight and low-priced stocks cannot be ignored. Again, shale gas, geothermal, and apple concepts , broadband speed, electronic payment, Internet of Things and other concepts will be repeatedly speculation, in these subject concepts repeatedly band operation has also become part of the current private game "play."
(Editor)
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