A Share Earning Effect Guide Incremental Capital Approach

Here world clothing shoes The Xiaobian of the hat net gives you an introduction of the A share earning effect and the introduction of incremental capital into the market.

Last week, the A share market showed a trend of volatility and stabilization. The stock market was even more active. The stock market of Jingxing paper and other stocks continued to rise and fall, becoming short star shares and hot stocks. Such a strong demonstration effect of attracting money is attracting incremental funding into the market, and the Shanghai stock market on Friday reached 76 billion 700 million yuan. It appears that short-term A shares are expected to continue the strong market characteristics of the stock market.

　 Money effect guides incremental funding to break in

　　 A shares The trend is so strong that it is indeed slightly anticipated by supermarkets. The main reason is that after the sharp fall in June 19th, the market retested the support of the 2000 point. Faced with such a difficult trend, the industry is more consistent expectations that last week's A shares will continue the pattern of weak adjustment.

But what is unexpected is that many bulls have strong hearts, and when they see the hope of new shares and speculation, they quickly turn to old stocks and look for new themes. First, the shadow stocks of new shares, Jingxing paper industry, light textile city, Ling Rui pharmaceutical and other stocks have repeatedly hit the trading board in the market, which greatly stimulated the enthusiasm of the stock hot money. Two is the new energy power vehicle concept stocks, Lu Xiang shares and other new energy and power vehicles, the core of the upstream core varieties are led, continued to limit, so the K-line form makes the field foreign capital extremely jealous.

Therefore, over the past weekend, the volume of the K-line has been enlarged. The volume of Shanghai stock market has reached 76 billion 700 million yuan, and the volume of Shenzhen stock market has reached 121 billion 100 million yuan. Such data illustrate two problems. First, the main battleground of hot money is in the deep market, with gem and small and medium board as the main ones. The two is that in the near future there are some incremental funds that are jealous of the stocks of A shares continuing to rise and fall, which means that the short term trend of A shares is optimistic.

Index stocks slump solid red July Foundation

Some analysts have pointed out that although the recent stock market is active, the operation of the index is rather difficult, even if the strong GEM stocks frequently appear on the GEM board, there will be a certain trend of disruption on Friday. Therefore, the market in July should not be overly optimistic.

However, from the current information, such worries may be groundless. First, because the downturn in index stocks just reflects that A shares are not moving. According to the relevant statistics of the Banking Regulatory Commission in May, the net profit of joint-stock banks increased by 22% over the same period last year, indicating that the performance of bank shares in 2014 has basically been determined. And bank shares are currently only 5 times less than the price earnings ratio. If the 2014 performance increased by 20%, it means that the price earnings ratio of bank shares may be reduced to about 4 times. Such cheap bank stocks will support A shares at the bottom of 2000 points. So, Index stocks The more depressed, the more it means that the index falls little, and the more the bulls, the more daring it is.

The two reason is that the PMI preview value of HSBC manufacturing in June 2014 was 50.8% (the final value in May was 49.4%), achieving a 3 consecutive month of recovery and reaching the highest level since December last year. It seems that the trend of economic recovery is fading. This shows that the economic data released in the first half of July in the first half of June are relatively optimistic, and A shares will not be at least under the pressure of bad economic data. In this way, the bulls will have more momentum and motivation.

Accordingly, the trend of short-term A shares may be further strong. In particular, the recent demonstration of the effect of the continued trading of strong stocks will lead to the opening of new capital, which means that the market in July, at least in early July, is worth looking forward to.

　 Intensify operation and actively track three types of stocks

Because of this, in operation, investors are advised to actively operate, increase their positions in an appropriate amount, and place their positions in these three types of stocks. First, the current market hot money concerns varieties, mainly low price theme stocks, Zhongyuan high speed and other stocks can still be tracked. At the same time, some stocks of the new shares can also be tracked, such as winning time, aura new network, Huijin shares and so on.

The two is semi annual report on the theme stocks. With the interpretation of the market, the semi annual report has become the focus of market attention. Therefore, brothers technology, Jinhe industrial, black cat shares, Yotani Katai, Jianxin shares and other stocks can still be tracked, and the stocks with high provident fund, such as Yama, Aupu photoelectric and new materials can also be tracked.

The three is the industry concept stocks that determine the growth or performance expected to be accelerated. For example, the new cape, meto and other varieties of the 4G industry stock, for example, the tri special cableway and Tibet tourism of the tourism unit, for example, the new energy power automobile concept of the new Zhou, Jiangsu Guotai, and Xin Wanda.