Published on 2018-07-27 04:42:25 Share it web version
                                    The reform of state-owned enterprises will accelerate, and funds will focus on the main line of infrastructure.

The two cities unilaterally oscillated and adjusted, and the major indices closed down across the board. The GEM fell more than 1%. On the face of the disk, infrastructure, low prices and oversold, equity transfer against the market, secondary, software, chips and other rankings in the forefront of the decline. The two cities have a total of 75 daily limit, and the money-making effect is relatively hot; the total turnover is 380.2 billion, and the quantity can return to the recent average level.

1. Policy speculation: state-owned enterprise reform will accelerate

Implementation probability: 80%

The General Office of the State Council issued a notice on the adjustment of the members of the State Council's State-owned Enterprise Reform Leading Group. LH is the leader of the group, including Xiao Yaqing, director of the State-owned Assets Supervision and Administration Commission, Fan Yifei, deputy governor of the People's Bank of China, Qi Qingmin, vice chairman of the CSRC, and Zhou Liang, vice chairman of the China Insurance Regulatory Commission.

"Securities Daily" today raised five major industries: the restructuring of central enterprises will continue to increase in the second half of the year, and integration cases in five major areas of equipment manufacturing, coal, power, communications and chemicals will continue to emerge.

Recently, the concept stocks of the national reform have continued to rise. It is expected that the reform of state-owned enterprises will accelerate across the board in the second half of the year!

2. The main guess: grasp the main line of infrastructure

Implementation probability: 75%

The context of this round of rebound is very clear. The main line is a large infrastructure. This sector is full of popularity. The large number of stocks involved is very beneficial to the group army. The main force will also actively operate around this mainstream direction.

3. Technical conjecture: low opening shock

Implementation probability: 70%

The five major speculations of the stock market tomorrow: the reform of state-owned enterprises will accelerate, and the funds will focus on the main line of infrastructure (with stocks)

Today, the index has slowly fallen back all day, and it has not been able to pull up if it fails to fall sharply. Look at the daily chart of the Shenzhen Component Index. The K-line combination is considered to be the star of the evening. No, it depends on the position. Here is the breakthrough of the bottom head and shoulders. The average support is good, and tomorrow is at best. Open the shock, the probability of bottoming up, the operation suggestion: high throw low suction.

4. Big guess: continuous adjustment

Implementation probability: 65%

The United States and Europe issued a joint statement on the war, China may face a lot of pressure next, and it has a potential impact on market sentiment. The IPO review speed has increased and the rate has risen. Today, the new sector has suffered heavy losses. Under the influence of two bad news, the market may continue. Adjustment.

5. Hot speculation: infrastructure

Implementation probability: 60%

The absolute main line of the market, the deep involvement of various funds, will continue to be active before the end of the rebound, the funds will continue to spread after the opening of the space, the relevant stocks can focus on Tianbao Infrastructure (000965), Sichuan Road and Bridge (600039), Asia Xiamen shares (002375) and so on.

Published on 2018-07-27 06:19:27
                                                Cyclical stocks? Do not! Steel is already a bullish stock! Future performance bullish stocks! !
Published on 2018-07-27 06:22:50
                                                The infrastructure "steel cattle" Liugang has a new high! Goldman Sachs: Steel stocks rose at least 60%!
Steel infrastructure benefits the most! Don't say today, just another hundred years, the steel industry is still a pillar industry of the country.
The stock price of Valin Steel (000932) is less than 12 yuan. It is estimated that the earnings per share for the first half of the year will be 1.12 yuan to 1.19 yuan, and the performance will increase by nearly 3 times! The price-earnings ratio is less than 5 times, and the performance is too good! Really too cow! !
Published on 2018-07-27 06:26:21
                                                "Steel" Why is your performance so strong? Why have you always been on the verge of losing money for a decade and there is obvious cyclicality? In fact, the steel industry is a pillar industry of the country, because steel is originally a consumer goods, infrastructure needs a lot of steel, people need housing, and there will be more and more cars on the road, all of which need to consume steel. However, due to the disorderly development of the steel industry in the past ten years, and the lack of a voice in iron ore, the price of iron ore has risen five times in the decade from 2003 to 2013! Generally, 1 ton of pig iron is produced, and 1.5-2.0 tons of iron ore is needed. Therefore, in the past ten years, China's steel industry has not only lost money but also has a clear cyclical veil. The supply-side reform has carried out the clean-up of China's steel industry, and has brought the chaos of the steel industry's supply and demand, and restored the original face of the steel industry.
Shi Hongwei, a reform of the steel supply side, argued that the overall cycle of supply-side reform is ten years, divided into two phases. The first phase from 2016 to 2020, the main goal is to make significant progress in the structural reform of the supply side of the steel industry, to achieve the fundamental relief of the whole industry; the second phase from 2021-2025, the main goal is to obtain structural reforms in the supply side of the steel industry. Significant results have achieved a historic leap from China's steel industry from large to strong.
Published on 2018-07-27 06:35:26
                                                what happened
Published on 2018-07-27 06:38:18
                                                Broken, will the A-share SSE go to 2000? Will the WTC reach 1000?
Financing disk is careful, you can pay attention to 002682
Published on 2018-07-27 08:24:17
                                                what happened
Published on 2018-07-27 08:40:59
                                                So where are the market opportunities for SOE reform?
We believe that the theme of state-owned enterprise reform should be carried out around central enterprises, and continue to grasp the enterprises that have been determined to implement mixed reforms or specific reform plans, such as China Power Construction, China Metallurgical, China Communications Construction, China Construction and other medium-sized enterprises. Big!
Posted on 2018-07-27 09:22:42
                                                The end of the scene is beginning, "the end of the moment" is coming
Printing banknotes has never been an effective model for economic development. On the contrary, it will cause various economic entities in the market to form borrowing dependence and lose the ability to innovate and reform.
After the subprime mortgage crisis, one of our extremely profound memories is that the central bank can do everything. As long as the printing press is turned on, the whole world is the mother-in-law!
However, this is ultimately a fantasy, the ugly wife will eventually see the in-laws, the end of the scene is beginning, "the end of the moment" is coming.
on one's last legs!
Published on 2018-07-27 09:48:45
                                                More money may not be more fun, greed and tiredness have troubles; there are two things in the world that cannot wait, one is filial piety, the other is good deeds, and all are jealous.
Published on 2018-07-27 09:58:14
                                                The stock market is as deep as the sea, changing like a face. It is also difficult for a god to enter the stock market. We can only do 95%, and no one can do 100% accuracy. Therefore, investment needs to be cautious, risk is ranked first, and it is not terrible to miss the opportunity. It is sad to fall into risk. I would rather miss it and not take risks. V Remember to remember!
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