Financial website 20 days of message are early dish of two city are inertial low leave, dish first concussion of exponential wide cut, become greatly point to, do poineering work board point to break up red, after 10 o'clock 3 big point to collective be issued to lower levels and drop exceed 1 ％ , do poineering work board show add starts 41 months new low, two city emersion drops 100 times stop, draw near midday dish the market rebounds quickly.
Shanghai points to early dish receive a reply 2890.66 a little bit, drop 0.59 ％ , clinch a deal 84 billion. Become greatly point to early dish receive a reply 9397.94 a little bit, drop 0.18 ％ , clinch a deal the forehead 105.9 billion. Do poineering work board early dish receive a reply 1548.44 a little bit, go up 0.08 ％ , clinch a deal the forehead 36.2 billion.
Industry board piece respect, steel iron plate piece dish in pull litre, bibcock Xining is special steel is sealed point-blank board, light of Fujian of share of approach steel share, steel of 81 iron and steel, willow, 3 steel, head collective of steel share, Shao Gangsong hill goes strong;
War industry board piece transaction, harden of new Yu Guoke, in cool one's heels of boat of boat electron, first sun rays in the morning goes up before leaning;
Super- drop accept capital favour, always achieve science and technology of intelligence, fierce lion, a person of academic or artistic distinction to collect, the harden such as current share, Chuanjinnuo;
Business of Baidu concept, certificate, super brand board piece active;
Fishing of raise of airport of ST concept, civil aviaton, precious metal, farming herd board piece drop before leaning.
A respect, do poineering work board new one Ge Ningde times 7 pull repeatedly, total market prise is squeezed into before two city 50; Country of China be in harmony is believed advocate, red Yu Xincai is successive 5 days of harden; Net adds 50 ％ to come beforehand first half of the year 65 ％ , torch electron harden; Project of research and development of car of air motive force finishs first prototype, harden of Ji Kai share; Half year net profit adds 155.83 ％ beforehand compared to the same period - 185 ％ , a person of academic or artistic distinction collects harden; Counter-purchase share + triplet is added hold plan volley, harden of China industry capital; Resurgence communication A drop 5 days continuously stop; In great share dish in drop defeat 1 yuan to change " celestial being " .
Financial intelligence casts consider atelier group to think: Grail is low today after leaving, appear lure much prices, dish in once more indication grail of fall after a rise is short-term still slant weak, but harden the amount increases and did not seal board the sign that removes sheet, indication capital is participated in degree restore somewhat, market sentiment somewhat look forward to is firm, at the same time capital still maintains the style that adopts a group. Today dish the defence on the face board piece go up a style that current market also agrees with before house. New material of Pan Zhonggong eaves is low after leaving, seal quickly board, take the lead in walking out of 5 even board drive market person to enrage into bewitching, city continues to pay close attention to after; Fierce lion science and technology, develop day is new can, division forest environmental protection exceed only more drop board, show already partial capital is participated in super- drop, these the risk had been passed release adequately be approbated by capital gradually, short line attention exceeds drop expression, pay close attention to king of two city new evil spirit at the same time the expression of red Yu Xincai. (Shenzhen Xin Lande is advanced cast Gu Yang Yue)
[The orgnaization considers city]
Founder negotiable securities: Pessimism drain appraise already showed by the value
Be born of Sino-US trade war and existence upgrades further likelihood, market pessimism spreads, anxious follow-up continues to expand the relevant domain such as finance, cause to economic growth thereby restrain, from the point of reaction of market of kinds of big capital, venture capital is like stock, commodity to wait to drop considerably, and avoid index of risk capital dollar stands on 95, be issued to lower levels of national debt yield.
From the point of appraise value, of all kinds index already neared bottom, go up among them card A appraise value is 12.8 times, do poineering work board appraise value is 35.7 times, shanghai is deep 300 appraise value is 12.2 times, all A appraise value is 15.2 times, appraise has appeared by the value, corresponding market is in bottom area. Fine tuning of policy preliminary adjustments and fluidity improvement will cause the market to rebound, main configuration masterstroke depends on at 2 o'clock: It is to underestimate the financial real estate of the value and partial cycle to taste, 2 it is the bibcock of science and technology of a gleam of that grows really.
Smooth old negotiable securities: Short should protect a life to grow see exercise to benefit the internal organs
Be based on have protracted battle but change sex of policy end, structure to reform the ROE that prop up and the A that underestimate a value to fall without new cold war, big Bo Yijiang 4 Dali of port effect by, we think put together of the card on even if points to drop defeat 3000 undeserved also apprehension, mud and sand are carried along-there is mingling of good and bad when the dot when the layout that just is value investor. Specific layout train of thought: Short should maintain an order, long see exercise to benefit the internal organs. Protect a life to have two meanings, one is the logic that changes policy readjust along big Bo Yijiang, we suggest the key pays close attention to capital construction, landed bibcock, another is appraise value low, safe limit is tall it is kingcraft, proposal key pays close attention to a bank. Among them, capital construction, landed bibcock accords with two meanings at the same time, suggest short-term key pays close attention to. Long see exercise to benefit the internal organs: A today's tax reform program, proved again this second expand inside need, will be give priority to in order to consume, consumption will be for a long time is the exercise to benefit the internal organs of result. Another is the science and technology that drops to be being killed considerably board piece, we are right division achieve board piece in long-term need not excessive pessimism, interest rate be issued to lower levels and big Bo Yijiang change policy to support, board of science and technology piece hopeful appears in four quarters relatively beautiful expression.
Wide hair negotiable securities: Go up prop up be more than pressure of be issued to lower levels
The appraise of ascendant drive of price of excessive of epicycle equity risk is worth systole. A gain holds tenacity, moderate fall after a rise, and beautiful couplet store add the China after breath not passive follow, centre of market money rate continues to move, the influence of gain and interest rate wave motion to the stock market is relatively smooth, the appraise that the main factor that market of be a burden on drops is ascendant drive of price of equity risk excessive is worth systole.
The concussion of trade controversial issue to risk preference will gradually passivation. Attrition accomplishs Sino-US commerce in one move hard solve, need has been done more long-term preparation and suit. During reviewing trade of 90 time beautiful day to chafe, two countries grail goes situation, the attrition incident concussion to the market limit passivation, consideration China has credit constrictive strength is adjusted, expand inside need to wait to be opposite potentially strong sex policy, fight risk ability stronger.
The sea understands strategy: Short-term need not panicky metaphase market still is in the phase that boil a bottom
Short-term need not panicky, current and all A PE (TTM) 16.1 times, PB (LF) 1.7 times, all already slightly under on card put together points to 2638 bits of levels, be in respectively since 2005 by low divide to tall 26 ％ , 15 ％ are divided, the market after dropping urgently on March 23 ever rebounded hasten is firm. Metaphase market still is in the phase that boil a bottom, gain of stock market oneself and appraise value relatively match, predict net this year gain compared to the same period 13.5 ％ , sino-US trade friction, go the sentiment of market of suppress of credit break a contact below lever setting and financing area.
On strategy with be firmly first, a go weak to be not result from main area however incident concussion, the core capital that gain and appraise cost match still is actor choosing, shed the consumption of the foreign capital preference that enter continuously especially, limit of safety of PB-ROE angle bank is taller. Dog progress of Sino-US trade friction and domestic policy tendercy, future if policy fine tuning, predicting likelihood direction is to fall to be reached definitely increase new economy kind industry defray, latter is the be mixed that need inside enlarge and moves a structure.
In silver-colored strategy: The essence that ends pessimism to understand market bottom to form is logistic
The angle that is worth from appraise looks, present market, short-term likelihood still has wave motion, but from the point of appraise value, had been in historical floor level. And now, on the history a few times the photograph when bottom is compared, have two apparent change, make bottom area more solid. One is orgnaization investor is occupied than rising further, another concept that is value investment assumes office when to await more thorough popular feeling than the history. Change because of these two, inside this bottom area, with the history photogenic than, have more value investor buying ceaselessly, thereby tamp bottom area. Recently a few weeks, we discover a lot of value bottom is in drive up. This explains, value investor has been being bought.
Appraise is worth level and value investment, decided the market is bottom. Present appraise is worth a level, it is the level at historical bottom. This is the market nonexistent the foundation that continues to be adjusted considerably, also be the core that everybody does not need again pessimistic panic.
Day wind negotiable securities: Equity impawn is faced with make the same score by force form the activator that drops greatly undoubtedly
Upright midday is small between long holiday, sino-US trade war you come my go toing, bring about directly the market weighs defeat yesterday, 1000 drop halt state reproduction. We think, yesterday steep fall result from on one hand trade war escalates brought panic, on the other hand lever capital passivity explodes the storehouse also is the main reason that quickens the market to drop.
Near future market is spent to equity impawn attention taller, we had made the count of equity impawn in two Zhou Qianceng classics, should say, the risk more at that time still depends on, and once appear the circumstance yesterday, the concentration that equity impawn is faced with is made the same score by force will form the activator that drops greatly undoubtedly. We part line of storehouse of early-warning line peace set is mixed for 150 ％ 130 ％ , choose counter-purchase means to do business with impawn type and the company that still having trading normally at present, observe whether its share price already was located in less than of line of smooth storehouse of less than of line of early-warning of 105 ％ * or 105 ％ * . Press equity impawn cost simply 10 ％ computation additionally, impawn leads unified setting to be 40 ％ . (the rate of impawn of requirement of stock impawn new rule that implements formally on March 12 does not get prep above 60 ％ , but in be being run actually according to business of the certificate before we understand this rarer touch the circumstance of this red line, accordingly our of short duration is calculated with 40 ％ . )
Through us new statistic, end 19 days closing quotation, in the company that trades normally currently, in all 619 companies share price is close to early-warning line, drop among them company of broken early-warning wire in all 564. Simple will measure a risk with share price and degree of early-warning line deviate, degree of 57 companies deviate is more than 50 ％ .
Negotiable securities of the people's livelihood provides clear friend: Calamity may be global superintendency layer stable market is very necessary
From national level for, recognize is Sino-US of two countries tell difference of sue for peace, reason judges a situation objectively, it is necessary, indispensible. Base oneself upon at talking, had made worst preparation, it is inevitable, necessary. Should strike back strike back, this compromise compromises. Short-term should talk, metaphase should be started quickly inside need to push the package policy that be opened internally and reforms, loosen control, open market, adamantine go commercialize road. Cannot take the old road that turn on the water again absolutely, without the space, extremely dangerous also. Macroscopical lever has done not have the policy space that adds again, debt money is changed can lead to tremendous social conflict, also cannot solve debt problem at all. The tenacity of Chinese economy sufficient, space is large, we are the pattern that conditionally fundamental construction big country wants economy, chinese economy has latent capacity to continue to maintain driving growth with moderate rate.
From superintendency level for, confidence of stable market promotion deals with risk, very necessary. Central Bank president declares where one stands and dispatch of Xinhua News Agency, be worth affirmation. Superintendency level should be below stability of finance of the State Council and the framework that develop committee, adjust the act of a few impropriety quickly, publish the act that is helpful for stabilizing the market to promote confidence, deal with in time to had been mixed the risk that is about to expose. Start capital market as soon as possible new round reform, give out methodology of schedule route chart. The stock market affects overall situation, cannot treat sth lightly, laissez-faire.
From investor level for, avoid risk is principal for certain. External objective element is to invest orgnaization and investor to cannot be changed, blame everyone and everything but not oneself was not necessary, not rational also. What no matter be fund or stock,hold some to oneself, invest a concept to his, want to have a postmortem. 2015 calamity up to now 3 years, a lot of people do not have derive to teach a lesson, do not pay attention to him promotion, should think over. Human nature all along such, but investment opposes human nature certainly. Spend from additional quoin say, calamity also offerred an opportunity to investment orgnaization and investor, discover low asset finds the opportunity that equal opportunity invests namely. The choice of the price and opportunity, need us to observe situation and market go situation itself further. Still not be best opportunity for certain at present, but did not come one year, be organic meeting.
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