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Financial commentary
Posted 2018-06-29 14:58:03 Share it on the web version
                        Shanghai Stock Index closed up more than 2%, and GEM rose 4% to record the largest one-day gain in more than two years
Source: Oriental Wealth


K figure 000001_1


K Figure 399006_2

The stock index swept away today, unilaterally up throughout the day, closed up 2.17%, recovered 2800 points integer mark, closed at 2847.42 points; GEM refers to a more fierce trend, closed up 4.08%, recovered 1600 points integer mark, closed at 1606.71 points, The largest one-day gain in more than two years since May 31, 2016. The total transaction volume of the two cities was 343.1 billion yuan, and the industry sector was all online.

There are clouds in the stock market – Five Po, Six, Seven, and Seven! In the past June, A-shares will stage a "six-premature" market "as scheduled" and the stocks will be in a mess. Looking forward to the "turnover" in July, the analysis believes that since the A-share market shock adjustment this year is very full, it is more important that the current market valuation level has once again returned to the bottom of history, July is expected to usher in "turn over" as scheduled. Quotes.

Judging from historical experience, the probability of a rise in July is also high. According to statistics, in July of the last 10 years, the Shanghai Composite Index rose 7 times and fell 3 times, with an increase rate of 70%. The highest increase occurred in 2009, and the cumulative increase in July of that year was as high as 15.3%. The largest decline occurred in 2015, when the cumulative decline in July of 14.44%. In July of the most recent year, the Shanghai Composite Index rose 2.52%.

Shi Yugen, chief strategy analyst at Haitong Securities, said that A-shares weakness since February has come from funding and sentiment rather than fundamentals. Looking at the number of broken stocks, the number of A-shares in the second quarter of this year reached 278, a record high since 2005. Historically, the number of A-shares in the bottom area of ​​the market has often increased sharply. The overall market valuation has been lower than the Shanghai Composite Index's 2638 points. Its structural distribution is similar to that of 1849 in June 2013. The policy has fine-tuning conditions and the market is expected to usher in an opportunity period that will be overwhelming.

The BOC Strategic Research Report believes that the valuation of the current A-shares is already at the bottom of history and it is a good time to watch the future. From the perspective of the overall market valuation, the proportion of stocks with low valuations, the overall growth of the market, and the proportion of high-growth stocks, the valuation of current A-shares is the historical bottom level. The report said that the bottom of valuation is the most important bottom, because emotions are changeable, and only value is eternal. At present, the valuation of A shares is already at the bottom of history, and investors can enjoy watching the future.

It is worth mentioning that in addition to the obvious characteristics of the A-shares themselves, compared with the US stock market, the current A-share valuation advantage has begun to show. Investment Strategy Zhang Xia Research reported that by comparing the valuations of Sino-US stocks, it was found that the valuation levels of the two companies have gradually converged, and the A-shares sector is even lower than the US stock valuation.

Chen Guo, a strategic analyst at Essence Securities, believes that the GEM Index is expected to lead the market with the marginal improvement in liquidity expectations and GEM earnings, and the advancement of cost reduction and short-cutting policies. Chen Guo stated that the PE of the GEB is about 36 times, which is obviously lower than the 55 times of the historical median. Compared with other major indexes, the relative valuation of the GEM is at historically low level.

Nine Thai Fund pointed out that taking into account the current market environment, is still more optimistic about the value of the configuration of the consumer leader, in the context of the weak market, its defense properties and functions is more obvious. The focus is on essential consumption such as pharmaceuticals, food and beverages, and optional consumption where the industry's fundamentals exceed expectations. It is more optimistic about second-line medicine and second-line food and beverages and air-conditioning. In addition, the value of bank allocations is emerging in terms of valuation and profit matching.

  Focus>>The central bank's wording changed: Liquidity from "reasonable and stable" to "reasonable and abundant"

  Million 2.5 commission account, enjoy five major features! >>>

Fund codeFund abbreviationNearly a weekFeesoperating
160420Huaan GEM 50 Index Classification2.66%1.20% 0.12%buy Open an account to buy
005390ICBC GEM ETF A1.42%1.00% 0.10%buy Open an account to buy
002656Southern GEM ETF Link A1.42%1.20% 0.12%buy Open an account to buy
161613Financing GEM Index A1.37%1.20% 0.12%buy Open an account to buy
Source of data: Oriental Wealth Choice data, Galaxy Securities, deadline: 2018-06-29
Fund codeFund abbreviationNearly two years of revenueFeesoperating
110003Yi Fangda Shanghai 50 Index A39.91%1.50% 0.15%buy Open an account to buy
310398SWS CSI 300 Value Index35.03%1.20% 0.12%buy Open an account to buy
519671Galaxy Hushen 300 Value34.46%1.20% 0.12%buy Open an account to buy
000311Invesco Great Wall CSI 300 Enhanced31.44%1.20% 0.12%buy Open an account to buy
Source of data: Oriental Wealth Choice data, Galaxy Securities, deadline: 2018-06-29


Ah
Posted on 2018-06-29 14:59:06
                            Did you make money?
Posted on 2018-06-29 14:59:09
                            Blowing
Posted on 2018-06-29 14:59:20
                            The bull market opened, brothers rushed
Posted on 2018-06-29 14:59:26
                            Short-lived.
Posted on 2018-06-29 14:59:34
                            There will be no sudden rise or fall
Posted on 2018-06-29 14:59:46
                            Hairy
Posted on 2018-06-29 14:59:50
                            He hit the wave soy sauce!
Posted on 2018-06-29 14:59:52
                            it is good
Posted on 2018-06-29 14:59:55
                            Force the market
Posted on 2018-06-29 14:59:55
                            Too long, vent once
Posted on 2018-06-29 14:59:56
                            Oh, I see
Posted on 2018-06-29 14:59:57
                            Regained? Yesterday I ate a low limit, and my anger rose a bit today, which severed my ticket.
Posted on 2018-06-29 14:59:57
                            give it a like
Posted on 2018-06-29 14:59:57
                            The two cities together sold a total of 340 billion yuan, saying that they have good incremental funds? Doing it for a long time is a matter for the investors to save themselves...
Posted on 2018-06-29 14:59:58
                            Short-lived.
Posted on 2018-06-29 14:59:59
                            Ha ha
Posted on 2018-06-29 15:00:01
                            Really happy
Posted on 2018-06-29 15:00:02
                            Ha ha
Posted on 2018-06-29 15:00:10
                            Hahahaha
Posted on 2018-06-29 15:00:11
                            Drop a rose
Posted on 2018-06-29 15:00:12
                            Full warehouse dry!
Posted on 2018-06-29 15:00:14
                            Playing well, soaring and plunging. The index soared and the stock plummeted.
Posted on 2018-06-29 15:00:14
                            High-end low-end has to do. Shenzhen BYD, Wang Chuanfu can produce some. RV... and electric bicycle and electric bicycle battery. Now the low-end sales of popular RVs are high-end selling
Posted on 2018-06-29 15:00:18
                            Monday opened lower
Posted on 2018-06-29 15:00:19
                            Where are you propaganda?
Posted on 2018-06-29 15:00:19
                            When can it be solved? ? ? ? ? ? ! ! ! ! ! ! ! !
Posted on 2018-06-29 15:00:20
                            A shares rose, it should be a bull market
Posted on 2018-06-29 15:00:20
                            It is still possible today
Posted on 2018-06-29 15:00:23
                            Hahaha, stocks rose 1%
Posted on 2018-06-29 15:00:24
                            No amount, who to lie to! ! !
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Source: Oriental Wealth


K figure 000001_1


K Figure 399006_2

The stock index swept away today, unilaterally up throughout the day, closed up 2.17%, recovered 2800 points integer mark, closed at 2847.42 points; GEM refers to a more fierce trend, closed up 4.08%, recovered 1600 points integer mark, closed at 1606.71 points, The largest one-day gain in more than two years since May 31, 2016. The total transaction volume of the two cities was 343.1 billion yuan, and the industry sector was all online.

There are clouds in the stock market – Five Po, Six, Seven, and Seven! In the past June, A-shares will stage a "six-premature" market "as scheduled" and the stocks will be in a mess. Looking forward to the "turnover" in July, the analysis believes that since the A-share market shock adjustment this year is very full, it is more important that the current market valuation level has once again returned to the bottom of history, July is expected to usher in "turn over" as scheduled. Quotes.

Judging from historical experience, the probability of a rise in July is also high. According to statistics, in July of the last 10 years, the Shanghai Composite Index rose 7 times and fell 3 times, with an increase rate of 70%. The highest increase occurred in 2009, and the cumulative increase in July of that year was as high as 15.3%. The largest decline occurred in 2015, when the cumulative decline in July of 14.44%. In July of the most recent year, the Shanghai Composite Index rose 2.52%.

Shi Yugen, chief strategy analyst at Haitong Securities, said that A-shares weakness since February has come from funding and sentiment rather than fundamentals. Looking at the number of broken stocks, the number of A-shares in the second quarter of this year reached 278, a record high since 2005. Historically, the number of A-shares in the bottom area of ​​the market has often increased sharply. The overall market valuation has been lower than the Shanghai Composite Index's 2638 points. Its structural distribution is similar to that of 1849 in June 2013. The policy has fine-tuning conditions and the market is expected to usher in an opportunity period that will be overwhelming.

The BOC Strategic Research Report believes that the valuation of the current A-shares is already at the bottom of history and it is a good time to watch the future. From the perspective of the overall market valuation, the proportion of stocks with low valuations, the overall growth of the market, and the proportion of high-growth stocks, the valuation of current A-shares is the historical bottom level. The report said that the bottom of valuation is the most important bottom, because emotions are changeable, and only value is eternal. At present, the valuation of A shares is already at the bottom of history, and investors can enjoy watching the future.

It is worth mentioning that in addition to the obvious characteristics of the A-shares themselves, compared with the US stock market, the current A-share valuation advantage has begun to show. Investment Strategy Zhang Xia Research reported that by comparing the valuations of Sino-US stocks, it was found that the valuation levels of the two companies have gradually converged, and the A-shares sector is even lower than the US stock valuation.

Chen Guo, a strategic analyst at Essence Securities, believes that the GEM Index is expected to lead the market with the marginal improvement in liquidity expectations and GEM earnings, and the advancement of cost reduction and short-cutting policies. Chen Guo stated that the PE of the GEB is about 36 times, which is obviously lower than the 55 times of the historical median. Compared with other major indexes, the relative valuation of the GEM is at historically low level.

Nine Thai Fund pointed out that taking into account the current market environment, is still more optimistic about the value of the configuration of the consumer leader, in the context of the weak market, its defense properties and functions is more obvious. The focus is on essential consumption such as pharmaceuticals, food and beverages, and optional consumption where the industry's fundamentals exceed expectations. It is more optimistic about second-line medicine and second-line food and beverages and air-conditioning. In addition, the value of bank allocations is emerging in terms of valuation and profit matching.

  Focus>>The central bank's wording changed: Liquidity from "reasonable and stable" to "reasonable and abundant"

  Million 2.5 commission account, enjoy five major features! >>>

GEM Index Fund

Mobile phones can also open accounts to buy funds, click here to download immediately
Fund codeFund abbreviationNearly a weekFeesoperating
160420Huaan GEM 50 Index Classification2.66%1.20% 0.12%buy Open an account to buy
005390ICBC GEM ETF A1.42%1.00% 0.10%buy Open an account to buy
002656Southern GEM ETF Link A1.42%1.20% 0.12%buy Open an account to buy
161613Financing GEM Index A1.37%1.20% 0.12%buy Open an account to buy
Source of data: Oriental Wealth Choice data, Galaxy Securities, deadline: 2018-06-29

Shanghai Stock Index Fund

Mobile phones can also open accounts to buy funds, click here to download immediately
Fund codeFund abbreviationNearly two years of revenueFeesoperating
110003Yi Fangda Shanghai 50 Index A39.91%1.50% 0.15%buy Open an account to buy
310398SWS CSI 300 Value Index35.03%1.20% 0.12%buy Open an account to buy
519671Galaxy Hushen 300 Value34.46%1.20% 0.12%buy Open an account to buy
000311Invesco Great Wall CSI 300 Enhanced31.44%1.20% 0.12%buy Open an account to buy
Source of data: Oriental Wealth Choice data, Galaxy Securities, deadline: 2018-06-29