Grasp Market Rhythm And Layout At The End Of The Year

Two points need to be observed: one is the persistence of the concept of military reform, and the two is whether there will be a "free map" market in the free trade area.

The former is looking at whether the reform is expected to be rekindled, and the latter is observing whether the new concept of reform can be recognized by the market.

It is worth mentioning that the recent surge in stocks such as military industry, nuclear power and high-speed railway will not be ruled out by the reform, but will continue to be observed in the next few days.

If the concept of military industry is coming back again, it is clear that the expected reform has been ignited by the new policy trend.

On the operation, we will continue to grasp the opportunities of space military industry.

In addition, brokers, medicine and logistics are also worth digging.

Three factors boosted the rise of the stock market this week, which was mainly driven by three factors: first, the improvement of the capital side, the thawing of the fifth batch of new stock purchase funds, the continued risk reduction of interest rates, and the need for the central bank to resist deflation. All of them were supporting A shares at the monetary and environmental level. Two, it was reported that the securities regulatory authorities in Hongkong had approved the Shanghai and Hong Kong through projects; and three, the second batch of approval lists for the development of the local free trade zones will be released in the near future.

It is understood that in addition to Tianjin, Fujian and Guangdong may also be in the second batch of local free trade zone list.

It is suggested that investors can continue to pay attention to the free trade sector in the future.

In addition, the industry that continues to increase in terms of policies such as high-speed rail, nuclear power and military industry will continue to pay attention in the future.

Grasping the "year-end law", this week, the market once again resumed the level of thirty-four stocks trading. Under such a good money making effect, market enthusiasm for investment is expected to maintain a high level.

The stock market index may have a concussion, but the enthusiasm of stocks speculation has been activated.

In the future, we can start with two ideas: one is the theme of the shift from "big" to "strong".

Such as high-speed rail, satellite navigation, sports, reeducation and other topics, such companies are more likely to overturn the traditional business model framework, there are explosive investment opportunities; two is from the three quarterly report to the end of the year to the end of the small business performance growth stocks, the end of the year, high market pfer is the main line of annual speculation, keep up with the three quarter of the wave of performance and smoothly into the end of the year to send high, grasp this year's "year-end law" market.

After 100 points rebound, we should pay attention to the risk of phase. This week, the market has seen a strong rebound of more than 100 points. Investors can choose the most important stocks from stocks that are low in the market and have certain hype themes.

Looking ahead, the market is now close to the previous high resistance zone, and more will choose sideways shocks.

It is hoped that investors can seize the recent opportunity to make money, not to catch up at high prices, and cherish the opportunity to distribute profits in these days. After all, there has been a higher level of time sharing in the intraday market.

Cautious choice of small cap stocks in recent active stock market roughly has two kinds: one is the early overfall stocks, such as the Shanghai and Hong Kong through the delay in the impact of the stock market, and the other is the subject matter opportunities, such as the recent high-speed rail, mixed ownership reform and the concept of the free trade zone.

With the coming of the end of the year, the small cap stocks will face the pressure of performance and valuation.

At the same time, some stocks may face the pressure of institutional settlement at the end of the year. Therefore, for the small cap stocks that hyped up too much, and there are not many substantial changes, it is best to touch less at this stage.

But this does not mean that the pattern of "small strong, big and weak" market will change. On the one hand, the macroeconomic lag restricts the activity of the weight plate. On the other hand, from the experience of the end of each year, it is found that the stocks with high annual growth and high turnover are still the two choices.

Obviously, at present, the stock that has such a high probability is still from the small cap stocks.

Therefore, how to choose small cap stocks will become particularly important.

Five line layout short-term gold stocks, five hot spots deserve attention: first, growth stocks.

Three quarterly reports have been disclosed, to maintain stable performance growth or have better expectations of stocks are obviously easier to be concerned about funds.

Therefore, the three quarterly earnings growth is higher than the industry average level, and the annual growth is higher than that of the three quarterly report, and the stocks that institutional investors actively buy in the three quarter are worth paying close attention to, and two is the second new shares.

In mid November each year, the market began to preheat the annual high pfer market, while the new stock with abundant cash flow and small circulation capital shares undoubtedly has high pfer potential.

On the one hand, sub shares are relatively small in size and relatively slow in response to changes in the capital side; on the other hand, the lack of historical "burdens" is also easier to be operated by funds; and the three is to stimulate policy benefited stocks.

The market expects economic stimulus policies to be introduced in the near future. It is expected that nuclear power, high-speed rail, building materials, agriculture, forestry, water conservancy and regional economic sectors will be more likely to be supported by micro stimulus policies during the year.

However, in practical operation, we should not blindly catch up with the hot concept stocks. Shareholders should dare to throw the relevant stocks up to the pressure level; four, underestimate the value of low priced stocks.

Undervalued low priced stocks are more likely to be favored by funds. At the same time, in the case of a warmer market, undervalued stocks also have some valuations to repair space. Investors can focus on stable performance in recent years, valuations below the average industry level, and gradually increasing volume of recent trading volume; five, the FTA concept stocks.

Since Shanghai was approved to set up a free trade zone last year, Chongqing, Guangdong, Tianjin and Fujian have applied for a free trade zone in turn. A long time plan for Tianjin's free trade zone is ready to come out, or it will become the first free trade area in northern China.