Financial website on March 23 dispatch now A two city jump sky is low, shanghai points to drop 2.48 ％ , sign up for 2677.59 a little bit; Become greatly point to drop 3.16 ％ , sign up for 9828.9 a little bit; Do poineering work board point to drop 3.07 ％ , sign up for 1856.3 a little bit, medicine is made, prevention and cure of guaze mask, virus board piece photograph antagonism drops; Business of photoetching glue, integrated circuit, certificate fiducial, OLED board piece drop before leaning.
Now, open quotation of unripe index of Hong Kong constant drops 5.02% . Rich when open quotation of futures of Chinese A50 index drops exceed 5 ％ , trade on day and night dish close drop 4.51 ％ .
Korea KOSPI index falls 6.54 ％ , korea KOSDAQ drops 6.6 ％ , all touch fusing. Sun opens fullback fast fall after a rise high via 225 indexes, drop at present 0.55 ％ . Singapore is main show open quotation drops 8 ％ . Index of New Zealand NZX50 falls 10 ％ .
The US stock shows futures all touchs for a time big 3 drop stop a line " fusing "
[certificate business is politic]
Negotiable securities believes in: Predicting A rise in the 2nd round of this year will start in 2 quarters. In the meantime, from capital of foreign capital, industry, to safe, fair collect, mix to illicit collect again of individual investor new round of capital annulus is moved also can restart.
The sea connects negotiable securities: Stock market of whole world of ① near future drops, a drop lesser result from prevent dominate data of profit of more effective, company watch of better, appraise is low. ② international is compared and kinds of big asset compares point of view, a appraise value has been had in long-term appeal, labor force is waited for change, etc abroad add data of main area of diagnose height and home newly to improve. ③ annual is sturdy confidence, short-term keep patient, annual of have sth in mind, the science and technology that accords with transition direction + certificate business still is masterstroke, bai Ma configuration appeal rises.
The letter builds in send negotiable securities: From integral appraise value standard looks, at present A the condition that already returned appraise of on the low side once more. The appraise value of main index can discover comparative and Sino-US two countries, current A appraise is worth under the US stock, but appear on the market company profit is added fast US stock of remarkable however prep above, this specification from will for a long time see field of A stock market have appeal extremely. If say an US stock should with " windbreak danger " give priority to, so A should be to stretch both hands to embrace " gold pit " . Below this kind of setting, proposal investor mights as well undertake configuration from the following respects. One, short line can be participated in " new capital construction " board piece. 2, central line can configure those who underestimate value, high dividend to appear on the market company. 3, proper raise the quota delivers outstanding fund surely.
Enrol trade negotiable securities: A in future benefit sky will be digested gradually inside period of time, reflective improvement, build a base gradually. "Pure inside need " the main way that is layout of below one phase, the proposal pays close attention to " new capital construction " relevant domain, build building materials, liquor, war industry, environmental protection.
How to believe negotiable securities: Service of drink of car of computer of attention of stress of near future industry, war industry, new energy resources, electron, communication, medicine, food, society, car, building, building materials, environmental protection, exponential focal point pays close attention to: Do poineering work board 50 indexes, do poineering work board index, medium card 500 indexes. New capital construction of thematic key attention, division is achieved board, Hubei area is revitalized, core city circle.
Wide hair negotiable securities: Although have certain protective screen, but foreign capital is poured out of still cause China debt assets suffers foreign capital to decrease hold, exchange rate also bears devalue pressure. This week MLF and LPR all were not reduced or exchange rate thinks, but at present A integral fluidity question is not big, global liquidity crisis basically restrains A through risk preference.
Smooth old negotiable securities: Current A appraise value place is implicit add fast anticipate already dropped to 4.5 ％ the following, after panic enters the second half, long term capital can enter the arena stage by stage now, value invests an opportunity to already arrived, short line capital still should await on the right side of signal. On configuration, the industry of chain of capital construction industry such as building materials, building pays close attention to in cycle; The game that does not have osculatory economy and cloud computation can be benefited after TMT callback, and the 5G of important task of bear new capital construction; Consumption can pay close attention to a car to wait go against cycle adjustment grasper, and value in long-term opportunity; Market wave motion can pay close attention to high dividend relatively board piece.
New era negotiable securities: Market future may be similar for some time 2018 by the concussion of Q4, absolutely bottom may be in a certain moment of 2 quarters, early word may be in in April, specific time suggests whether attention can have policy of special rule steady growth, especially before two meetings.
The country contains negotiable securities: Emphasizing the value again is more important than time, in long-term configuration A, the gold period of time that makes much China has appeared. It is more currently one therein long-term turning point: It is the US stock below overlay of decline epidemic situation 10 years at the same time bovine city is terminative, across is domestic system advantage + main area tenacity + the A below equity investment times in long-term to good trend, global bibcock will be easy advocate, make the gold period of time of much China namely currently.
