The international home market last week is not quite smooth! From last week 5 go in light of situation, what the 4 witch day of the US stock passes is not quite smooth. It is the whole world rebounds greatly originally, the inning that counterattacks greatly is to go into end however dish drop greatly, can say to cheat a shadow once more to global capital market. So does the US stock see bottom here? Our integrated judgement is, what correspondence goes 10 thousand a little bit is big drop for, the US stock should have one rebounds and smoke instead! Namely appraise value rehabilitate and the process that all are worth regression! For the angle from the US stock, dropping greatly is past type, and the trend is affirmatory downward. The period of time of at present goes correspondingly situation should be to have " flee for one's life rebound " , " answer fetch to rebound " , " dead cat jumps " property rebounds euqally and rise. Since the US stock is such, so corresponding to global asset and A for, also be such! We think A mix in at present future can have to go similarly in period of time situation.
What are this kind of rebounding feature and characteristic? Will look from the history, this kind of rebounding characteristic is -- not stable, rebound very fierce, rebound very fast, height very tall also, meeting is to rebound in the round. Even for this kind rebounds to be able to a kind of illusion and false appearance let a person feel big crisis, big to depression has gone, the market begins an ox feeling! This may be to did not come to what the market may face for some time to go situation!
Last week 5, a walked out of the explore bottom that leads the whole world to pick up once more rebound prices. A more notable signal is the capital on north began to appear to be flowed into large-scaly completely! This can be more infrequent! Beyond influence of element of the Luo Su when eliminate is rich, kill below the to the limit of one's capacity that we think horse of 5 become known, power over major issues is heavy last week had expressed clear manner and signal. This is foreign capital very reluctantly give up what one favours is cast and sell piece most the core, most beloved asset. At the same time statistic shows the capital on the north that flows into inside year has been poured out of entirely. This is A not just the signal that foreign capital does empty kinetic energy to fail! Also be the provisionality exhaustion that the whole world does empty kinetic energy this and force exhaust! The stock market drops impossibly every day, it is city of this kind of Great Bear and crisis germinant, also cannot drop every day. When dropping before the feature of period of time, a feature that is about to enter should be to answer thaw to kickback with all possible means temporarily!
The 8 big orgnaizations that are our estreat below are mixed next week to instantly A walk along the judgement of situation, consult for everybody only:
1, gigantic abundant casts consider: Grail V invert circumfluence of the capital on north has a mystery
2, day letter casts consider: Invert continuously! The market copies end chance to be about to raid greatly
3, cast with the letter consider: Multichannel capital enters prop up it is more important to show firm confidence of look forward to compares gold
4, the source amounts to: A enter position level science and technology still be the brunt that the market rebounds
5, the country fills strategy: Value of core index appraise all has A of small fall after a rise appraise value still is in low
6, Hua Tai negotiable securities: Foreign capital continues to pour out of may lesser passive capital greatly redemptive send heavy storehouse board piece pour out of greatly
7, the negotiable securities that contain safeguard: A of short duration borrows rich when Luo Sudong wind walks out of independent prices again
8, Guangzhou Banding: Pull by force afternoon have deep desire A greatly can experience " see an end first concussion, counterattack again " echelon bottom
From 8 big orgnaizations make known his position to look, it is on one hand to A magical invert greatly accord affirms a manner; It is on the other hand above masterstroke emphasizing still is old science and technology; In addition, a lot of orgnaizations make known his position to look, the capital on north is cast pressure entered end temporarily. And even if see low, also be a difficult process.
We think, a at present should be a bottom area. A bubble is changed not serious, go namely originally lever and position are not high, drop for field of integrated comparative and Euramerican stock market so smaller also. But liquidity crisis of the whole world is impossible to avoid completely! Basically be this pass the fund on north flow into, pour out of report to come out! From will at present look, doing should be to enter end for nothing, at present A in this position should be a bottom area.
We maintain discretion hopeful! At present level is careful and hopeful! At present oneself frighten oneself to also not was necessary, but blind and hopeful say A the manner that does not have port of whole world of stock market of thing, A is not desirable also! Recognize great topological features is to be down, and short-term existence rebounds, take chance of sex of rich play chess instead!
