Client of new classics abb is carried in electric market was in on August 19 it is good to receive major reform benefit last weekend, now (19 days) Shanghai is deep two city all leaves high, on card index leaves high 0.41% , sign up for 2835 a little bit; Deep card is become point to, do poineering work board the index all rises even more 1% . Shenzhen this locality boiling, china A of case charging competition, close contest squares formed by crossed lines, deep China, sweet river accuses wait for nearly 30 collective harden, on message face, central support Shenzhen builds demonstrative division of go ahead of the rest of Chinese characteristic socialism. In addition, concept of rush to the rescue of HongKong and Macow of another name for Guangdong Province, country endowment, millet, hire purchase is coequal wait for many concepts wave in succession red.
Market sentiment turns considerably warm, up to when distributing news dispatches, shanghai is deep two city 2818 rise, 40 a harden, 485 drop, only Zhejiang your kind effort drops stop.
Cut of Wind of Shanghai deep index pursues
Dish first, a show general to go up posture. Industry board piece in light of, storage content flows, traffic facilities, yuan equipment of parts of an apparatus, IT goes up a house before; Coloured, bank is small drop.
Shenzhen this locality collective is pulled litre, smooth peak science and technology dish go up first exceed 12% , china A of share of approach of case charging competition, close contest squares formed by crossed lines, luck, deep China, Yin Baoshan is new, south hill accuses, deep spin A, inferior nearly 30 harden such as couplet development.
Concept of HongKong and Macow of another name for Guangdong Province strong rise abruptly, concept of national endowment rush to the rescue, millet, hire purchase concept of coequal, Tecent goes up a house before; Gold concept, kind flesh of course of study, man-made criterion the callback is remarkable.
Go up a concept before leaning board piece Wind check scheme
Division achieve board wave a few times red, up to when distributing news dispatches, smooth peak science and technology goes up a platoon first place,
Division achieve board go up before leaning Wind check scheme
From the point of circumstance of near future policy, it is good that the market received many benefits:
On August 18, " the opinion that the State Council of Central Committee of Communist Party of China builds demonstrative division of go ahead of the rest of Chinese characteristic socialism about supporting Shenzhen " release, release major reform signal. " opinion " put forward to make Shenzhen construction high quality develop city of upland, law to set an example, the surveyor's pole of happiness of urban culture example, the people's livelihood, strategy fixed position that can expand a pioneer continuously.
On August 17, central Bank announcement decides reform perfects interest rate of loan market quoted price (LPR) forms a mechanism, new LPR quotes means instead operates interest rate to add a dot to form according to open market, than before consult loan is standard interest rate fixes a price more commercialize, conduce to drive reduce loan effective interest rate. Analytic personage says, LPR reform is released formally start lower interest periodic, although be not traditional sense,go up lower interest method, but meaning in prevent bubble to drop low financing cost.
Now, a certificate of financing be in harmony history the 6th times big spread look is carried out, it is all previous dimensions the biggest. Card inspect will be directive castigatory of Shanghai deep bourse " certificate of financing be in harmony trades executive detailed rules " clear, shanghai is deep expand of mark of two be in harmony to by 950 1600, cancel lowest to maintain at the same time assure scale limitation.
Couplet dispatch negotiable securities thinks, economy is basic face, appear on the market face of company profit cycle, policy is to restrict the market to take the main factor of situation at present, before two respects are in short-term inside turn round harder thoroughly, and the space of policy respect is at present opposite bigger. Below pressure of economic be issued to lower levels, monetary policy continues to fall accurate, the necessity that lowers interest even increases greatly, at present the market needs policy to increase the strength that goes against cycle adjustment agog, policy hopeful becomes the main thrust of weak force prices. On configuration strategy, can pay close attention to big finance, science and technology mainly kind board piece, nonferrous metal.
New era negotiable securities grinds the newspaper thinks, a had lain now bottom, can begin strategical look much. The force of prospective market upgrade may have at 3 o'clock: The first, because economic data is low,anticipate, macroscopical policy fundamental key can be gone to in prospective half an year positive direction deflection. The 2nd, as a result of the existence of periodic force, ego of a lot of industries gives clear process to had reached end, prospective half an year arrives 1 year, can see more and more industries appear gradually the boom inflection point of upgrade. The 3rd, financial policy supports the stock market continuously, the microcosmic capital structure of the stock market is occurrent the change of trend sex. If these 3 force have 1 to cash, it is concussion city, if cash 2, can prop up slow ox, if cash entirely, OK a few more hopeful.
Money negotiable securities expresses, will look from configuration, the proposal increases what can control property independently to having to grow appropriately board piece configuration (terminal of 5G communication, semiconductor, homebred software, mobile phone consumes electron, high end equipment) , the Chinese core capital that abroad configuration capital favors () of food drink, retail, big finance, and breed of the gold that benefit from benefit from avoids danger mood warms up, silver. (In APP of new classics abb)
(The viewpoint in article offers reference only, do not make investment proposal, investment has a risk, want discretion into city. Want discretion into city..
