RSS订阅 加入收藏  设为首页
网上赌博最好的平台

网上赌博最好的平台:Northbound capital inflows give me positive energy High-volatility ventures to capture stage repairs

时间:2018/6/14 18:12:34  作者:  来源:  浏览:0  评论:0
内容摘要: Today's Shanghai and Shenzhen stock indexes finished lower and oscillated throughout the day. As of the close,Shanghai stock indexdecreased...

Today's Shanghai and Shenzhen stock indexes finished lower and oscillated throughout the day. As of the close, Shanghai stock index decreased slightly by 0.18%, and GEM pointed down by by 0.75%. Although the two major stock indexes of the two cities received green across the board, from the disk point of view, rare-earth permanent magnets, domestic chips, brokerage trusts and other sectors have moved rapidly, and the close of the collective stocks of steel stocks close to the market seems to reflect the enthusiasm of the market funds to start actively accumulating.

\n?

It is worth noting that: As of yesterday, since May 7th, Shenzhen Stock Exchange has displayed a net inflow of for 25 consecutive trading days, with a net inflow of 36.285 billion yuan. Although Shanghai Stock Exchange has recently experienced a net outflow, most trading days are net inflows.

\n?

For today's market and market outlook, the institutional outlook is as follows:

\n?

Qianhai Open-end Fund: The Fed's interest rate hike has a certain impact on the short-term A-shares, and the unicorn’s return to change in market value structure

\n?

The Fed raised interest rates, will the Chinese Central Bank raise interest rates? In fact, the central bank's interest rate hikes include two levels of significance. One is to increase the deposit and loan benchmark interest rate , and the other means to adjust the interest rate using monetary policy tools such as reverse repurchase and MLF. Judging from the recent reactions of the central bank after the Fed raised interest rates, it has not increased the benchmark interest rate for loans, but has raised the operating rate of monetary policy instruments. This has had a small impact on the market as a whole. The current spread between China and the United States and the stability of the renminbi exchange rate are an important consideration for the central bank to raise interest rates.

\n?

The Fed's interest rate hike boots landing has a certain impact on the short-term trend of A shares. The recent unicorn return will divert market funds, causing the Shanghai Stock Index to adjust continuously, again approaching the historical high of 3,000 points. Under the support of the White Horse Bid, the Shanghai Composite Index did not break below the 3,000-point mark. This shows that the unicorn's return to the pressure on the market funds, or reflect a more obvious.

\n?

The unicorn return will change the market value structure of the current market. Traditionally, the A-share market is dominated by traditional industries such as financial real estate and cyclical consumption. After the return of unicorns, the proportion of the new economic sector in the A-share market will gradually increase, and funds will be more biased toward leading companies. With poor and non-leading stocks, the market's differentiation may further intensify. Therefore, it is recommended that investors must seize the industry leading stocks and stay away from the poor stocks and subject stocks. Value investment will be more important in the future. Only investing in valuable companies can get better returns.

\n?

Guodu Securities: Inadequate pressure on CDR fund diversion, high level of courage to be willing to relocate in the layout phase

\n?

The current market is dominated by a stock market-based downturn. The market is most concerned about the effect of volume unicorns or CDRs being issued and listed on the fund diversion of the secondary market and the pull-down of the valuation hub. We believe that taking into account the risk-revenue characteristics of the strategic placement fund is different from the stock equity fund , this short-term subscription window is shorter, and the regulator will steadily advance and orderly control the unicorn or CDR in the next few years. The rhythm of the issuance and the amount of financing is expected to be limited; thus the issue of unicorns or CDRs, the pressure of actual fund diversions is not enough.

\n?

At present, the overall valuation of A-shares has been revised down to the safe range, and the fundamentals have stable support. It is necessary to dare to fix the market at the bottom of the layout phase. In particular, after risk factors have been fully digested and expected to improve marginally, it is necessary to cherish the stage to repair the market.

\n?

In terms of configuration, we will dig deep into new blue chips and focus on the three main lines: First, combining the industry boom, industry volume price changes, performance growth, and valuation matching, it is recommended that we focus on regional leading stocks in the upstream and midstream industries. Second, from the perspective of fine adjustment of the phase policy, speeding up the adjustment of the structure and continuous expansion of domestic demand, the layout of policies intensively catalyzed new technologies, new industries and new economy; waiting for the consumption of blue chips after a moderate correction, the layout of public food, daily cosmetics, textile and apparel , home accessories, medical biology, tourism and other blue chip opportunities for blue-chip opportunities.

\n?

Guoxin Securities : The northbound capital that continues to flow gives us positive energy, and the allocation value of A shares becomes more prominent.

\n?

Year-to-date, the market has shown obvious weak market characteristics The Shanghai Composite Index fell by 7%. Among the 28 Shenwan Industry Index, only leisure services, medical biology, food and beverage , the four industries of computers have realized positive revenue, and the other 24 Among the falling industries, there were 6 industry indices that fell more than 15%, and the overall valuation of the index fell by 13%. Although the consumer sector still has a structural market, the market as a whole is in a more pessimistic mood from market sentiment indicators such as the two financial markets.

\n?

Although the overall pessimism in the A-share market has spread, we have observed that funds have continued to go northward through land exchange since the end of March. This compares sharply with the dramatic reduction in Hong Kong stocks' southbound funds, regardless of the absolute net inflow of funds from the north and the net funds for interconnection and interoperability. Inflows, the fund flow in May reached a record high since the end of 2016. We think this is a global investor's early placement of A shares into MSCI, and from the perspective of valuation, the decline since the beginning of the year has made the value of A shares more prominent (the AH premium rate continues to fall).

blue-chip fund

the phone can buy a fund account, click here to download immediately 7_89456 _109_65473_953.63% 7 _89456_152_65473_9
Fund Code fund referred nearly a year fee income operation
161725 Merchants Securities liquor Index classification 55.35% 1.00 % 0.10% Buy account to buy
519772 BOCOM New Life Vigorous Flexible Configuration Mix 1.50 % 0.15% purchase card accounts to buy Thai
160222 country food and beverage industry index rating 45.95% 0.00 % 0.00% purchase easy to square up accounts to buy
001076 reform Dividend 45.50% 1. 50% 0.15% Buy Account Opening Purchase
260108 Invesco Great Wall of emerging growth mixed 42.52% 1.50 % 0.15% purchase account purchase
Source: Oriental Fortune Choice data , Galaxy Securities, as of the date: Tip 2018-06-13


risk:

this report The Oriental Wealth Securities Research Institute is arranging and publishing according to the public data of the market. For reference only, Eastern Fortune Securities Research Institute cannot guarantee the authenticity and accuracy of the data. Integrity. The contents of the report do not represent the views of the Fund of Heaven, and do not constitute investment advice. Investors should therefore operate at their own risk. Market risk, the investment need to be cautious.

Shanghai Oriental Wealth Securities Research Institute Co., Ltd.



相关评论

本类更新

本类推荐

本类排行

本站所有站内信息仅供娱乐参考,不作任何商业用途,不以营利为目的,专注分享快乐,欢迎收藏本站!
所有信息均来自:百度一下 (网上赌博最好的平台)
浙ICP备234543380号