Liquidity free without fear of short adjustment, A shares ready to shock 3000 points? After the financial Sohu experienced three consecutive trading days of the rally, the Shanghai and Shenzhen two stock index Thursday finally ushered in a slight pullback, but the market turnover remained modest growth, the market sentiment for the short-term market outlook is still relatively optimistic, the stock is expected to continue to rebound in the short-term pullback after the trip. From the market all day long trend, undertake a few days before the rally, the Shanghai and Shenzhen two stock index both slightly higher related stock movements, but the stock in the short-term profit taking pressure started down, the stock index has been buying hold up after a few degrees turned green, but late diving finally makes the market sentiment cool the main stock index, the two cities have received the green. Finally, the Shanghai index closed at 2862.89 points, down 4.45 points, or 0.16%, turnover of 230 billion 800 million yuan; the Shenzhen Component Index closed at 10116.40 points, down 45.37 points, or 0.45%, turnover of 359 billion 800 million yuan; the gem index closed at 2190.91 points, down 24.43 points, or 1.10%, turnover of 96 billion 100 million yuan. Two cities traded 590 billion 600 million yuan, compared with the previous trading day increased by 20 billion yuan, the city’s two day total net outflow of 370 million yuan. Judging from the plate, 4, building materials, industrial estate, graphene, the central enterprises reform overall sector gainers, while Beidou navigation, augmented reality, military and other sectors are larger pullback. Two city daily limit, the number of shares fell to 71, there are 3 stocks appear limit. A private equity fund said, in 3 consecutive trading days after the rebound, the hot market conversion rate began to accelerate significantly, the difficulty of operation of investors started to increase, coupled with short-term profit on some cash, the market appears the adjustment is normal, in the short term liquidity more comfortably under the background of stock index in the post adjustment should be there is still upward momentum to continue, this point from the stock index callback but the volume is still slightly increase can be reflected, is expected in the "NPC and CPPCC" before the market operation can still maintain, investors can actively adjust the holding gains. Shenwan Hong securities Strategy Analyst Xie Weiyu believes that the same A stocks as a whole is much shorter than the sky, long slow bear point of view, the thesis is the verification of the rebound in February, is expected to rebound to "NPC and CPPCC" before and after the rebound height in the region of 3200 points. The devaluation of the renminbi, to tighten monetary policy concerns is the main cause of decline in January, and the repair period at the two levels of market risk appetite after excessive pessimism, the core logic is that the devaluation of the renminbi rebound pressure, relax monetary policy marginal bring liquidity improvement stage, coupled with the rise in global risk appetite, as well as in the steady growth and tax cuts? And is expected to reform. In addition, investors’ positions are not high, there is still room for opening, and the money making effect is expected to improve the motivation of off-site funds access. But long-term contradictions still exist, to face the reality, the switch is the biggest pattern of cattle and bear. Worries about coordinated management still plague the market, and medium and long term liquidity can hardly be optimistic. Shen Hongyuan Securities believes that when the market risk appetite rise, the theme of investment is expected to get excess returns. The new economic theme of high resilience is still the first choice, including the first one

流动性宽裕无惧短调 A股蓄势冲击3000点?-搜狐财经   经历连续三个交易日的反弹之后,沪深两市股指周四终于迎来了小幅回调,不过市场成交量仍维持小幅增长态势,使得市场情绪对于短期后市走势仍较为乐观,股指有望在短期回调之后继续反弹之旅。  从市场全天的走势来看,承接前几个交易日的涨势,沪深两市股指双双小幅高 相关公司股票走势 开,但股指在短线获利盘的打压之下开始冲高回落,股指在几度翻绿之后都被买盘托起,但尾盘时的跳水终于使得市场人气降温,两市主要股指纷纷收绿。  上证指数最后报收2862.89点,下跌4.45点,跌幅0.16%,成交2308亿元;深成指报收10116.40点,下跌45.37点,跌幅0.45%,成交3598亿元;创业板指数报收2190.91点,下跌24.43点,跌幅1.10%,成交961亿元。两市全天成交5906亿元,较上一交易日再增200亿元,两市全天资金合计净流出3.7亿元。  从板块表现来看,建材、工业4.0、地产、石墨烯、央企改革等板块整体涨幅居前,而北斗导航、增强现实、军工等板块则回调幅度较大。两市涨停个股家数降至71家,有3只个股出现跌停。  一位私募基金人士表示,在连续3个交易日反弹之后,市场热点转换速度开始明显加快,使得投资者操作难度开始加大,再加上一些短线获利盘开始兑现,市场此时出现调整也是正常的,在短期流动性较为宽裕的背景下,股指在调整后应该仍有继续上行的动能,这一点从股指回调但成交量仍小幅增加中可以得到体现,预计在“两会”以前市场的操作性仍可保持,投资者可积极调整持股获取收益。  申万宏源证券策略分析师谢伟玉等则认为,A股整体短多长空、长期慢熊观点不变,2月反弹的论断正在验证,有望反弹至“两会”前后,反弹高度在3200点区域。对人民币贬值、货币政策收紧的担忧是1月下跌的主因,而目前处二级市场风险偏好过度悲观之后的修复期,反弹核心逻辑在于人民币贬值压力减轻,货币政策边际放松带来流动性阶段性改善,加上全球风险偏好上升,以及中?稳增长和减税、改革的预期。此外,投资者仓位不高,尚有加仓空间,而赚钱效应有望提高场外资金进场的动机。但长期矛盾仍在,要正视现实,牛熊切换是最大的格局。对于协调管理的担忧仍困扰市场、中长期流动性难言乐观。  申万宏源证券认为,当大盘风险偏好上升时,主题投资有望取得超额收益。高弹性的新经济主题依然是首选,方向包括一直推的军工、服务业,还有超跌的TMT包括数字货币。VR AR有望成为领涨品种,长期可能改变消费和生产业态、空间大,持续有催化,一级市场估值提升、新品新应用有望不断推出,将刺激二级市场的神经;前期超跌的计算机类主题有望修复估值,中期尤其看好政府鼓励、增速最快的云计算大数据;短期关注 Pay催化的移动支付;教育板块也发生了深刻变化,去年底修改教育法和高等教育法后,允许高等教育特别是职业教育盈利和证券化,期待政策催化和民资进入。  作者:张志斌来源一财网)相关的主题文章:

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