Stock Investment: Focus On Tracking Two Potential Sectors In The Four Quarter

Today, the index of the two cities opened slightly up after a small opening, and then slowed down to 10:30 after 10:30. In the afternoon, the index slowly climbed, and fell back again after 14:11; the hot spots of the panel: titanium, cap lifting concept, polyurethane, broadband speed increase, ST plate, daily chemical industry, wine making, diversified finance and other sectors are in good shape; generally speaking, the market is showing a narrow shock market.

Today is the last day of this week, this month and this quarter, and the time is very successful. The market will not be too intense, according to the trend of the last day before the national day, which is basically close to the market environment at that time. So today's market is also not a big surprise. It continues to maintain the overall market turbulence pattern. This indicates whether the national day or not will not affect the rhythm of the market itself. The trend of the day before the national day basically coincides with that of the market at that time. There is no exception today. After 14 hours, a little upward movement can not be changed.

The signal pattern will continue.

Only the last quarter of the year is left. In the first three quarters, in addition to the slump in January, the slow and volatile state of operation was basically maintained from 2 to September. This situation is a non exponential rise, so it is more of a hot wheeled trend. That is, every small rising band will produce a new hot plate, which is different from the index rise caused by the overall rebound in the market from last year 9 to December.

In the short term, China Aviation securities Fan Bo yesterday focused on the performance of the chemical sector is still eye-catching, plate leading Lutianhua continuous limit on the plate's short-term promotion role is obvious; and looking forward to the four quarter, will be locked in hot spots.

At the same time, it can also properly track the military sector. Because the market is still in a weak state, the principle of bargain trading should be emphasized.

Not only the performance of the officials was flat, but the overall performance of the market in September was even more difficult to satisfy, with the end of the third month of the Shanghai stock index line, and the short line of the Zhou Ke line was about to take shape. The total turnover was even more serious, which has hit a new low since the Spring Festival, and the index amplitude has also been refreshed for the past 10 years.

Whether it is from technical indicators, market sentiment or index performance, the data let "Kim Gu" have been self defeating, then can Friday's flat salary be exchanged for the "silver ten" market?

We believe that there is no market that only rises or falls, and vice versa. The extreme market in September led A shares to have a lower starting point, and also to make October a structural one.

First, on the capital side, whether the high level special rectification of real estate can let the funds out of the A shares in the property market go back together to relieve the anemia of A shares; second, the favorable policies have come down one after another, and the entry into the countdown of the Shenzhen and Hong Kong entry companies will have a positive effect on the A shares, and whether the foreign investment and public and private main institutions will benefit from the increase in the location of the shares. Third, even if the market is extreme in September, there will still be stage bull stocks such as Sichuan's twin horses, Wuchang fish and Lutianhua. Then, where will the investment climate of the October market be and what themes will show a structural hot market in October? With the realities that are easier to achieve, these three points of view after the festival will directly determine the overall performance of October:

We have mentioned many times that under the stock market game where capital market is hard to reverse completely, the phenomenon of funds gathering and holding together is becoming more and more serious.

But whatever the market's overall performance, the trend of cattle traversing bull bear will always exist, and this is the outlet we are actively looking for.

To sum up a sentence: the market ended the market of today, this week, this quarter and this quarter in the weak shocks. After the festival, the market did not rule out the chance of inertia falling, but generally speaking, the pattern of shock did not change much. In the paction, we should take risk control as the main factor and avoid catching up. As to whether the festival can usher in a good start, there is little relationship between psychological expectation and reality.