Financial commentary
  • Recently visited:
Published on 2017-10-18 22:28:40 Share it web version
                                    Blue-chip stocks will become a sea god needle cycle or consumption who leads the autumn wind?
Source: First Finance Editor: Eastern Fortune Network

Under the protection of the weights of banks, insurance, home appliances, winemaking, etc., the Shanghai and Shenzhen stock indexes closed up slightly on Wednesday, and the volume of transactions in the two cities also increased slightly. However, for the overall trend of the market, investors generally believe that the short-term will maintain a narrow range of fluctuations, and the trend of blue-chip stocks will undoubtedly be more stable.

Judging from the trend of the market throughout the day on Tuesday, the Shanghai and Shenzhen stock indexes rose rapidly after the opening of the market, led by environmental protection and other theme stocks. However, the environmental protection stocks soon showed a trend of falling back, and the market's willingness to relay was obviously insufficient. However, the stock index is more stable under the role of blue chip stocks. Although the stock index once showed a rapid decline in the afternoon, it was also a shocking and tenacious gain under the bank stocks.

The Shanghai Composite Index finally closed at 3,381.79 points, up 9.75 points, or 0.29%, with a turnover of 194.3 billion yuan. The Shenzhen Component Index closed at 11,282.75 points, up 7.41 points, or 0.07%, with a turnover of 247.8 billion yuan. The GEM index closed at 1868.16 points. It fell 8.83 points, down 0.47%, with a turnover of 72.1 billion yuan. The total turnover of the two cities was 442.1 billion yuan, an increase of about 10% over the previous trading day.

In response to such market trends, market participants generally believe that the stock index will maintain a narrow range of fluctuations in the short-term under the protection of blue-chip stocks. The trend of blue-chip stocks will be more stable. Some stocks with better performance in the third quarter may perform. However, pseudo-growth stocks with poor performance need to be evaded.

Guosheng Securities strategist Liu Wei expects that the Shanghai Composite Index will be suppressed first this week, and the intraday will try to attack 3400 points, but the overall will fluctuate between 3370 points and 3420 points. The small and medium-sized and second-line blue chips are relatively active. It is recommended that short-term investors can make high-selling and low-sucking among the mainstream hotspots, and the risk of blind pursuit is higher. The mid-line investors grasped the rhythm of market capitalization and stock exchange, and paid attention to the second-line blue-chips and small and medium-sized growth sectors in topics such as state-owned enterprise reform and the Belt and Road Initiative. The sectors with obvious withdrawals from the previous funds should be circumvented.

Li Shaojun, a strategist at Guotai Junan Securities, believes that the structural changes in fundamentals have turned in the fall. First, the current consensus in the global market is to focus on the fundamentals, and A shares are no exception. Second, the economy is moderately falling, systemic risks are stable, and structural forces are more important. The mapping of the stock market to “the structure is more important than the general trend”. In summary, we must pay attention to the structural changes of fundamentals, which allows us to fully understand the deeper meaning behind PMI divergence, financing data divergence and power generation data deviation. There are many deviations from this, and behind it is the structural differentiation of fundamentals. In the context of this large differentiation and heavy structure, with the transition of supply to demand on the margin of the short-term fundamentals, the stock market mapping is naturally reflected as a shift from cycle to consumption.

Based on the transaction level, Li Shaojun analyzes the rationality of the autumn turn from the perspective of behavioral economics through the new perspective of game theory model. Behavioral economics corrects the shortcomings of mainstream economics about human rationality, self-interest, complete information, utility maximization, and basic assumptions of preference. It is more convincing in practical investment. As a stock investor, the maximization of the effect of investment can be approximated as the maximum risk-to-risk ratio. For any investor, from a gaming perspective, he needs to consider all potential counterparties. If applied to the game theory model, the investor's game can be simplified to the game model of the two participants based on the herd effect. Based on the cycle and consumption game perspective, it is possible to jointly purchase a bivariate matrix of consumption and buying cycles. The conclusion shows that when the autumn turns to the point, no matter how the opponent chooses the investment strategy, buying and selling is the dominant strategy of investors.

Published on 2017-10-18 22:57:02
                                                Laugh at the dead! Dinghai god stick!
Published on 2017-10-18 22:57:22
                                                Laugh at the dead! Dinghai god stick!
Published on 2017-10-18 22:59:16
                                                The new energy pure electric vehicle intelligent controller system series leader Yingboer (300681) has a huge potential for outbreaks. With the policy push, it must be a new high, stronger and stronger. Buying a lock-up stock price is more than doubled. ____________________
Published on 2017-10-18 23:05:51
                                                Dinghaishen needle is a gold hoop, so it is Dinghai "God stick", what is the god stick? Everyone knows?
Published on 2017-10-18 23:05:59
                                                In the morning, it will be able to increase the position in the morning. In the morning, it will increase the position. In the afternoon, it will only reduce the position. In the afternoon, it will be reduced. In the afternoon, it will fall for the next day. If it falls in the morning, it will not sell tickets. On the dips, it will increase the T+0, and in the afternoon, it will not chase, and the rallies will lighten up. T+1, I will see 10 o'clock in the morning and 2 o'clock in the afternoon. The stock will be sold at the highest point. If the stock is strong at 10 o'clock, if the stock is not strong, the control position is not lucky. The rolling operation is the best policy.
Published on 2017-10-18 23:07:25
                                                Dinghaishen needle is a gold hoop, so it is Dinghai "God stick", what is the god stick? Everyone knows?
Published on 2017-10-18 23:08:55
Published on 2017-10-18 23:15:19
                                                This blog is short-lived
Rejecting the post-horse gun
Wednesday recommended (Jianyou shares 603707) impact daily limit, recommended on Tuesday (Changchuan Science and Technology 300604) income of more than 7%, recommended on Monday (Kun Baida A000560) short-term profit of more than 15%, relying on strength to speak, welcome return visit verification, want to make money Friends click on the attention, the daily limit is waiting for you
Published on 2017-10-19 02:22:27
                                                This is the most beautiful
Published on 2017-10-19 02:34:50
                                                Some organizations in the past are ignorant and believe that selling small market capitalization is new.
Published on 2017-10-19 06:27:41
I am going to increase my holdings of China High Tech to help us.
Published on 2017-10-19 06:28:59
I am going to increase my holdings of China High Tech to help us.
Published on 2017-10-19 06:29:29
China High Tech
Published on 2017-10-19 06:41:43
                                                Guiqiu 1000 hot money, a total of 100 million trades, the Spring Festival wines soaring Mogao shares 600543, okay? The total share capital of the listing for 10 years is still 320 million shares. At present, the turnover of each trading day is less than 30 million.
Published on 2017-10-19 07:13:24
                                                What is the status of Eastern Energy?
Published on 2017-10-19 07:16:13
                                                The main force has a big move. . . . . . . . . . . . . .
Published on 2017-10-19 07:26:06
                                                Northeastern people, you learn Lei FengDon't forget the brokerage drop. Northeast brokerage prices are low, even dividends are not pity?
 You are not a cat in the Northeast Tigers, and you are the king of the mountains. Are you afraid of a bear and can't do it?
 The cash flow is over one yuan, and the tiger dares to gamble with the bears? Is it not worth twelve yuan, who is making money above ten yuan?
 Do not believe that Dongfeng can not call back, not good performance is always unlucky. Do not believe that evil villages can cover the sky, black horses have long been late.
 MSCI yells into you, not afraid of evil Zhuang playing short? The world view of the three provinces, the global institutions will not wait?
 000996 China's mid-term 2 quarterly report 0.04 yuan circulation plate 230 million current price 14.06 yuan price-earnings ratio 239.81
Published on 2017-10-19 07:26:24
                                                View PDF original text Wang Shi announced that the successor Yu Liang whimpered Bao can lift the banned 2.8 billion stocks?
Source: Chongqing Business Daily Editor: Eastern Fortune Network
K map 000002_2 Click to watch>>Vanke shareholder meeting video》》》》》》》》》》
=========================================================== =============================
Published on 2017-10-19 07:31:54
                                                Investment difficulty Shanhaiguan, bubble trash is real drill. The star is wearing a hatHappy as long wings?
 You learn Lei Feng in the Northeast, don't forget that the brokers are in the ditch. Northeast brokerage prices are low, still pay dividends and not pity?
 You are not a cat in the Northeast Tigers, and you are the king of the mountains. Are you afraid of a bear and can't do it?
 000686 Northeast Securities 3 quarterly report 0.27 yuan circulation of 2.09 billion current price of 10.03 yuan
 Ning holding a loss and kicking, do not buy Northeast Securities? The purpose of stocks is to make money, blue-chip?
 600149 * ST Square Exhibition 2 quarterly report - 0.01 yuan stock price 12.76 yuan...
Published on 2017-10-19 07:44:28
                                                Taking medicine, drinking, copying, Maotai
Published on 2017-10-19 08:35:48
                                                CITIC Bank 601998 is a quality banking stock that has not risen this year. The net assets per share is about 8 yuan, and the earnings per share is about 0.9 yuan. The stock price is only more than 6 yuan, which is seriously lower than the net assets. Major shareholders and institutions hold as much as 98% of the shares, and the actual market capitalization is less than that of all city commercial banks. Value investment can be boldly bought, and there is no risk in the medium and long-term.
Published on 2017-10-19 08:48:09
                                                When you get it, you should know how to cherish it. Don't wait until you lose it to know it. When you have money to make, any price is right to sell, it is just a question of making more money. If you are sure, you can continue to hold shares; if you are not sure, you can immediately cash it, don't wait until you return the profits to the dealer. Why don’t you go when you have money? Even if you sell it wrong, you just earn less. Why do you have to wait for a loss to think about it?
Published on 2017-10-19 09:12:58
                                                Tongda Power reorganization listed, why does the Shenzhen Stock Exchange not allow the resumption of trading?
Published on 2017-10-19 09:25:09
                                                More money may not be more fun, greed and tiredness have troubles; there are two things in the world that can't wait, one is filial piety, the other is good deeds, and all are jealous.
Published on 2017-10-19 09:52:58
                                                The stock market is profit-seeking; there are no good people. - Performance is king! [Sharing dividends; rising water]
Stocks are good companies that make more money, lighter debts, and lower valuations!
[The economy is strong, the competition is dynamic, the development is motivated, and the potential is rising]
I am optimistic about you! Weifu Hi-Tech 000581[State-owned assets holding and world-class German companies; strong alliance]
Keep up with the times! Committed to the automotive industry's energy-saving, environmental protection, intelligent electronic, new energy vehicle innovation development direction!
Flourishing! Thriving!
In the A-shares currently announced 3,542 listed companies per share earnings ranking [Top 33] basic earnings per share of 1.31 (yuan / share) [over three seasons last year]
[More is the strong double growth of A-shares] The year-on-year growth was 39.36%, and the growth rate was 5.36%.
In the third quarter of this year [the off-season is not weak; production and sales are booming; cars in August and September should not be sold continuously] is expected to exceed the 16-year full-year earnings per share of 1.66 (yuan / share) [returning 16-year dividends, net profit 36%Harvest is in sight]
The current price of 24.98 yuan (-0.91%) ranked 756; investment value highlights! [P/B ratio: 1.94 times, price-earnings ratio (moving): 9.50 times]
Great potential! Please pay attention![Sit and enjoy]
Published on 2017-10-19 10:13:54
                                                I am going to increase my holdings of China High Tech to help us.
Published on 2017-10-19 10:15:48
                                                Blue chip stocks are index regulators.
Published on 2017-10-19 16:22:35
                                                The sentence is in place.
Published on 2017-10-19 16:29:42
Published on 2017-10-23 21:40:18
                                                Must rise tomorrow
Comment on this topic
The post is gone! How to do?
Author: You will not be publishedlog in |5 seconds registration Author:, welcome to leave a messagedrop outPost a new topic
            Tip: All information, comments, etc. published by users in the community represent only personal opinions, and have nothing to do with the position of this website, and do not constitute any investment advice for you. Users should make their own decisions on securities investment and bear the corresponding risks based on their own independent judgment."Review of Self-discipline Management Commitment"