The city after 5
Market fund
State the silver country bond research institute of 10 thousand: Data shows that it is more to publicize market in January to operate due fund , due center ticket fund and is counter-purchasing fund quantity to be as high as the 100 million Yuan of 14.9 thousand , nearly, it is the two times of last month. Up to January 13, in this month, center trip passes to publish center ticket and is counter-purchasing have steamed again currency reaches 534 billion Yuan, open market operates due fund, reach 955 billion Yuan still completely. Besides, the increment that the international favorable balance of income and expenses brings puts in fund is more still. Overall show that currency market fund is very well-to-do.
Therefore , may expect short period enact to steam again the policy of greater currency intensity possibility is great, including capital reserve rate again go up tune , is counter-purchasing , special deposit etc. is possible. At the same time, when price maintains higher increased condition take off, do not remove the Spring Festival around rise again to store the 27 loan basic points of interest rate , in which, the regular deposit interest rate of short period may rise continuously. We think that save deposit increase picks up , is limited for stock market fund supply influence. Market fund surface overall is still well-to-do, policy influence or is smaller than expectation.
Little a plate
Sea coherent bond( 600.837 thousand) research institute: We think that the quotations of center line develops in depth to be impossible to rely on little a plate of share completely, big a plate of share is still to decide share to point at the important factor of trend. Though participate in the fund of little a plate of share speculation with speculative mood to keep alert, but board piece ship is moved as well as is hot and again and again speculative , still form enough attraction for fund, so long as big a plate of weight share maintains mild steady state, little a plate of share rising will last. However, this kind of share price pushes liter can only come to little a plate of capital stock not low estimate value promotion to higher extent, support the speculative subject of little a plate of share to have no outside Hu the factors such as product increase and asset reshuffle, the variable of and these factors, we also go through and experience also in the spring of 2007 years. So, little a plate of share and a plate of share estimate the contradiction of too big value center gap to stick out increasingly afterwards, not definitely signify to coil share must catch up with little plate estimate value high, on the contrary is little a plate of share coils probably because of being faced with the pressure of the inspection of annual report as well as profiting pressure converging attack together appear to be declining.
Pay attention
Day is congenial capital adviser limited company: Near future Hu deep two cities maintain rising basic tendency, a plate of surface expression moves for relatively definite structural ship feature, and it is the expected basic development tendency of profession to support the key factor of this kind of change. The profession tendency change for this year, first attention point falls behind from elimination to produce can , energy saving reduces the angle of row to judge that the tendency of profession changes. Second attention is to observe the price tendency of heavy goods , how to influence or change the basic tendency of profession through analysing the price conduct process between different industrial chain and judging the change meeting of gross profit.
From the angle of investment strategy, we suggest focal point to pay attention to 3 kinds of following investment opportunity. One sees continuously to feel better benefit elimination falls behind to produce the professions such as steel, papermaking, building material, scorch, chemical engineering and electric power that can be related , the structural improvement of supply and demand will push liter further the prosperous degree of these professions. 2 is to pay attention to the advantage enterprise in the professions such as finance, coal, chemical engineering, medicine, automobile, steel and machinery according to the basic tendency of profession and the company's condition of announcing in advance achievement successively. 3 is to pay attention to the unceasing raising of degree as well as the expected related supplemental unceasing increase that supports policy intensity along with country for high and new technology industry, but attention sends the investment opportunity of altering the related professions such as message, biological, new material, new energy and industrial automation that mention actually in the 115 "program" of " application of high technology to production ".
Focus turns
The bond research institute of Central Plains: Though in this week, little a plate of share is overall and as before lively , but lack the little a plate of share of achievement support partially to begin to show tired form, whether rear city rises continuously, gets quite many queries. Recent market hot ship moves sign is very obvious, medicine, consumption, chemical engineering, steel as well as Monday Fujian board piece go considerably is high, is or the influence that has gotten many factors less delivers. Therefore market focus point sees to seem is lively, but continuity deserves to be discussed. At the same time, little a plate of share go to winner in turn have not yet driven to dull body goes to winner, the city big a plate of share after we estimate finger whether create again is high, still want to see the expression of big a plate of index share. In 2007, newspaper will soon pull open prologue, recently, market disorderly situation may change step by step, the focus of different aspects attention turns to blue chips and high growth probably to share.
Loan crisis
Country safe monarch installs bond research institute: Certificate prison meeting chairman the forest of good fortune issues speech on 12th class Chinese capital market forum, think that since the financial system of our country has limited intervention in loan field, capital project has not been opened completely, American loan crisis is limited for the financial market influence of short period of our country; But since see for a long time, as loan crisis stretch , may reduce the demand of foreign exchange , export enterprise for our country to produce influence , so produce impact for related profession stock company , influence the capital market of our country indirectly to stabilize.
We think , when global mobility excesses background take off, international capital flow day by day frequently, as rush fund campaign takes over campaign with multinational investment is more active. The fluctuation of international capital market is increased probably further for the impact of emerging market , and then may bring some negative influences for the capital market of our country. ( the bond that becomes newspaper)
No comments:
Post a Comment