Events: Old Master to read the tape: a good start to disclose the password
| Event Details:
First trading day of 2011, the stock market in 2010 did not repeat the story of the first day of fall, the major indexes heavy volume up, out of 4 main stock index closed quietly with Yang.
After a long wonderful debut yesterday, after the multi-year market in the twists and turns quietly _set_ sail again.
There are several reasons for this. First, the external factors to promote the emergence of a stronger factor in A shares, for example, commodity futures prices higher, A shares of resource stocks and other as_set_s against inflation once again a concern. Another example is the exchange rate of RMB against the U.S. dollar continued to rise, increasing the probability of foreign hot money inflows, capital markets or "gone."
Secondly, from the market point of view, I mentioned previously, stock index as long as no break 2704 points, then rise to no change. Management of continuous introduction of austerity before the holiday, the market was falling, but I am concerned about the important points are near misses. The broader market followed by a continuous recovery in heavy volume yesterday, rose, indicating that the market already priced in a lot of negative effects of the off-market funds began.
It is particularly worth mentioning is that the resurgence of real estate stocks yesterday. In the New Year before the holiday, real estate stocks have appeared transaction, but the bottom then reproduce the trend, if nature was difficult to determine for its up if heavy volume after the whole real estate stocks rose yesterday, and some movement of individual stocks hit a new high, reason to believe that real estate stocks trend will have a decent wave. From the industrial point of view, there is no policy that a negative energy industry faces more than real estate; real estate stocks could launch a wave of market, the rest of the industry stocks is even more worth the wait. From this perspective, the market started a wave of the stock market should be able to look decent.
From the time point of view, the market's strength happens to be at multi-year time node. Need to be mentioned is that the exchange rate, commodity price changes, domestic policies (especially monetary and inflation management), and high-level statement of concern, the relationship with the market running rhythm.
Operation, the current can naturally flow, dips intervention. For resource stocks, represented by the anti-inflationary plate to the appreciation of property represented by the concept, and the high turn sent other subjects, may wish to focus on.
Of course, the other plate stocks have Lunzhang opportunities, but be careful not to chase too high to guard against the possibility of market reversals.
(Editor: Jiang Jiong) |
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