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市场扫描与前瞻 市场将展开一轮中级反转行情,并将以一种轧空方式展开,反转高点将超过上证综指1520点,之后将以一种大收敛三角形形态展开调整。股指经过一番上涨和振荡后,市场将步入细分阶段,内在潜质较好的绩优类品种将可能成为第二上涨阶段的主力军。 近期政策分析及投资策略 政府目前已经意识到一个好的均衡的重要性,因此政府选择了干预。而政府政策的改变,在相当长一段时期里降低了市场的系统性风险。政府乐于见到更多的市场泡沫存在。我们试图把这种转变量化,如果是20%的话,那么整个市场P/E 的合理水平将会在26-30 倍。 市场特征及板块机会 由于目前市场中投资者结构的多元化以及风险偏好的不同,其操作的思路、手法也将明显不同,而随着影响市场的外部因素的变化,行情的主线也会不断出现调整。本轮反弹的板块机会将在旅游、农业种子、商业、医药、中小企业板。
Market scanning and looking forward to the market will start a mid-level reversal market, and will be a way to expand, reversal highs will exceed the Shanghai Composite 1520 points, after which will be a large convergence of triangular shape adjustment. After some ups and downs of the stock index, the market will step into the subdivision stage. The better-performing top-end varieties will likely become the main force in the second rising phase. Recent policy analysis and investment strategy The government has now realized the importance of a good balance and the government has chosen to intervene. The change of government policy has reduced the systemic risk in the market for a long time. The government is happy to see more market bubbles exist. We try to quantify this shift, if it is 20%, then the reasonable level of the entire market P / E will be 26-30 times. Market Features and Opportunities in the Platforms Due to the diversification of investor structure and risk appetite in the current market, their operational ideas and approaches will be significantly different. As the external factors affecting the market change, the main line of the market will continue to appear Adjustment. This round of rebounding plate opportunities will be tourism, agricultural seeds, commercial, pharmaceutical, SME board.