3000 implicitly cycle stocks will market bestow favor on
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Yesterday the index plate 3059.57 point makes years after a fall, display above 3000 stalemate still market. Since 2008, the Shanghai composite index and 3000 twice website was reduced down, this repeated shocks pattern will be dominated by recent may still situation.
Market experts think, a new round of economic cycle may be starting, are accumulating beneficial evidence, short-term market liquidity loose, but in the long term market liquidity is still tightens, 3000 fluctuation may continue to repeated shocks, cyclical stocks still sing leading role.
Specific perspective, two city grail high open, in both yesterday and steel, coal, bank etc, driven by weight strands two cities all early plate index going higher, the Shanghai composite index shaken 3059.57 point once arrived, creates a year. But because of the small dish stock and property counters were winners, two city again with small stock index both fell barrel. At closing, the Shanghai composite index fell 3022.75 points, in barrel 7.27 points, ChengZhi fell 0.24%, shenzhen 12925.05 point, fall in barrel 111.19 point, fell 0.85%. Two city yesterday 3083.1 million yuan, total turnover than quantity can enlarge somewhat on Friday.
Structured prices continued to deduce, market funds continue to flow to the cyclical stocks. Great wisdom super win data shows, bank, coal oil, steel, winemaking food and power plate in the capital before net inflows. Among them, the bank sector funds 4.88 million yuan, the net inflow in the first place, the net inflow of coal oil money in the fund, the net inflow plate 431 million yuan net inflows. Steel plate yesterday, strong rise net inflows capital 1.17 million yuan. But because of real estate and in pannikin winners, the overall net outflow of capital market yesterday 32.92 billion yuan.
Market up repeatedly in comedy, however macroeconomic face but not pessimistic. China imported innovation high, in the first quarter in 6 years, first appeared in anxi quarterly deficit securities chief economist gao shan wen opinion, this is a new round of economic cycle start, the signs of trade deficit in the emergence of the overcapacity means that economic stronger gradually eliminate and domestic demand. Gao shan wen think over the past three years, the traditional industry new capacity is very few, quite partial industry recently appear even capacity shortage on signs, the final stage wheel cycle of - to capacity may be over, and this is very important for new cycle start the new growth point, because the economy is characterized industries and enterprises than small initial, it is difficult to manage for promoting economy to step onto the cycle, new cycle starting up process need new economic growth point and traditional industry resultant force.
But from the funds face look, may still entanglements, the short term liquidity remains loose, but does not hold up long-term liquidity loose. Anxi securities that recent liquidity loose on the one hand, reflects, bank liquidity management ability the enhancement, on the other hand, and fiscal deposit abnormal increase, because "1025" related to investment plans to put forward the implementing a season or two existing, and financial savings cannot delay support bank financing area long-term loose, therefore grail may will continue to shock pattern. This year also thinks, cicc market funds face after tight, "before loose the big trend gradually tightened up" at the end of the third quarter continue until at least.
From the plate choice, agencies are still bullish on cyclical stocks. At the beginning of the second quarter cicc Suggestions for financial real estate investors can increase weight plates and non-ferrous chemicals such as periodic plates configurations, and reduced their continued in such small cap and consumption medicine of high valuations not cycle and plates. Anxi of configuration of the securities industry suggestion is that Banks, electric power, raw materials and medicine.
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Author Resource:-
xia zihui a professianl writer from ,China Replacement DVD Remote Controls, Conductive Adhesive Manufacturer, RF Wireless Remote Control, and many more.
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By :
Jessie Stone
Submitted
2011-04-14 14:47:08 |
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