Short-term inflation scenario is difficult
to clear, cash remains tense, stock up weak, short-term 2850-point index of the
suppression of the obvious, but given the expected decline of inflation with
the second half remains, therefore, short-term stock index ought to be
considered a powerful support around 2600 points, with the thirty day period or
even lengthier period of your time of time, stock with the 2600-2800 choice
will repeated shock bottoms to be the scenario further uncertainty.
Intime securities: the maze with the fundamentals of healing
Although the marketplace "healing" marketplace or will continue, but
the overall marketplace valuation is close to historic lows, has also been the
discharge of all factors of positive signal, which include regular central bank
open marketplace operations on Tuesday issued 10 billion yuan a year only
central bank bills, the worldwide board did not discharge details of the published
results and other development companies over Qi Cheng. In this context, short
kinetic vitality with the short term has been an exceptional release, later
lower the room will be extremely limited, at the least not lower than the low
complete of June. with the short-term marketplace volatility, the shift with
the law will showcase purchase opportunities in new markets, proposes a
concentrate on the delivery of other stocks and shares which include airlines,
large consumption of meal and beverage, pharmaceutical stocks and shares
trading opportunities.
SW: 35% decline can hardly be stabilized climb immeasurable
Small rebound and could not clarify the marketplace has bottomed out, traders
will be further adjusted trend emerged. The contracted volume of transactions
nowadays the scenario is difficult to imagine from the perspective of the
amount of prompt completion of marketplace bottom, on the contrary, only shows
one thing: After the incident caused panic fell after the marketplace needs for
emergency the event itself and its impact on doing more in-depth thinking, but
also must digest the bad news already exist. Therefore, traders will show a
pattern of weak order, and in this scenario before the trip a lot more than
half, hardly broader marketplace has stabilized.
Western Securities: plunge in stock stabilized after the required time not
having force
After 3 days this week, policy and much less most likely to decide on up the
fundamentals. Yesterday alone in just a tiny amount of active species of the
broader marketplace pulled late, the current venue is still keen on the theme
of cash varieties of speculation, which could be the marketplace resolve the
panic plunge after a limited role. With marketplace trends observed with the
short term squirrel away form is not completely reversed. Counter, process
oversold yesterday, the two places Liangnengweisuo very obvious signs, stock
trends lower the middle of gravity do not get more money out resistance. To
this end, the Shanghai
index is required to recover yet to test the validity of 2700.
Huaxin Securities: marketplace Zaixun new resonance after the balance
Although a lengthier period of your time than the A shares for the reason that
of "transformation" of the background has been difficult to construct
a systematic bull marketplace opportunity, but in just a tiny cycle in
September with the middle reaches of the cyclical industry "to stock"
is completed, reduce its income after stress digestion, with with the
"inflation correction, the fiscal talk about rebound," the
opportunity to when again required to promote marketplace opportunities for the
formation of the rebound. Therefore, the secondary marketplace is back again to
explore the short term, medium term there is still the second rebound. Short-term
stock performance is still the structural military, mid-year report materials
stocks, temporarily during the disturbance with the mid-year report can also be
the producing theme of the lack of sustainability.
Zhejiang
Securities: a time for adjustment or even a structural room marketplace
opportunities
Ruoshi marketplace into shock, when again testing the marketplace nerves. Since
early June, the rebound did not break from the mid-term moving typical systems,
the trend is not reversed, this adjustment means the fact that system is still
the original Ruoshi repeated. detailed judgments, may extend the time for room
pattern, adjust the index room is limited, and also the sustainability of
adjustment time will be on a lengthier wait for substantive policy is required
to honor. During this waiting period, the structural marketplace is still to
emerge.
Hong Yuan Securities: marketplace reactions over the limited room index lower
Hong Yuan Securities (15.61, -0.17, -1.08%) to construct the stock marketplace
is not pessimistic, but hold a more positive and optimistic attitude. 2600
factors corresponding to the implied slowdown in company profits this year to
10-15%, this year the financial soft landing scenario robust company earnings
development will fall further lower so stock is limited. "Market interest
rates have peaked, liquidity with the second half will show enhancement chain
Overseas ease the credit card debt crisis and also the U.S. financial recovery
will further make the continuation of the marketplace risk appetite has gone
up, push up the stock marketplace valuation of repaired bottom bounce."
Promote the third quarter marketplace expectations and valuation of the basic
conditions for restoration is still valid, 3 quarters of methods to maintain
the similar view. Domestic financial "soft landing" is required to
gradually clear.
Minsheng Securities: Airline stocks and shares or over the short-term Ruoshi
By multiple adverse elements at house and abroad, Shanghai and Shenzhen stock
markets fell sharply Monday. Short term, the marketplace price for July, the
scenario is still more pessimistic, surface area tension of the cash stock will
also be constrained further upstream, is required to weak short-term
marketplace volatility will carry on the pattern. Structural opportunities
devaluation aviation sector, as well as optional high-end liquor and other
customer goods and computer-represented development plate.
Nanjing
Securities: shock bottoms to be re-clear the scenario
Commentaires
Il n'y a aucun commentaire sur cet article.