Concerned about the three investment shocks in a dilemma on the stabilizer-beself

A shares on the dilemma concussion in the focus on three major investment stabilizer sina finance App: Live on-line blogger to guide you to say on the stocks contest points out 60 million A shares on the dilemma concussion in the "stabilizer" concerned about the three investment analysts believe that the short term is difficult to change the characteristics of the market, the stock of the game in the shock box. In the structural market, subject shares or bears a greater chance – reporter Zhang Ying recently, A stock market showed a narrow range of shocks, on the dilemma situation. Last week, the market decline, shrinking turnover, especially on Thursday, the Shanghai index all day long volatility is only 0.42%, a record low of nearly 14 years. As of Friday, the Shanghai index closed at 3078.85 points, k-week edged up 0.37%, Shenzhen Component Index and gem refers to the cumulative increase last week were 1.15% and 1.48%. The personage inside course of study thinks generally, market box concussion, the characteristic of stock game is short in the middle and difficult to change. In the structural market, the theme stocks or contain great opportunities. The market shrinkage shock on the dilemma in the recent market line Jiugong, making the market bullish sentiment weakened. Continued shrinkage makes the index a variable node consensus also has not appeared. Especially on Wednesday, the Shanghai Composite Index rose slightly, but still hit 3100 points failed, once again showed that the line near the pressure, investors wait-and-see mood significantly increased. Analysts said that the recent market hot spot frequent, actually reflects the pattern of the weak market. The shock box means "on the top and bottom". From the historical experience, the market is shrinking concussion, and variable point in front of. As of May more than 15 trading days is a volume shrinkage correction broken in Changyang, in mid July, the stock index at 3100 points near integer, followed by a significant dip. Graphically, the Shanghai Composite Index has adjusted 19 trading days since August 16th at 3140. The industry generally believe that the distance from the next change disk window is not far away. Up to 21 trading days, will usher in change inventory. Since there are only three trading days this week, after the Mid Autumn Festival, the market will choose the direction, grinding the market will soon end. Recently, the CSRC has issued the decision on Amending the management measures for the major asset restructuring of listed companies, which has cooled down the "fried shell" and promoted the rational repair of the market valuation system. In September 10th, the seventh session of the Shanghai stock exchange was held in Shanghai. President Liu Shiyu of China Securities Regulatory Commission attended the meeting and delivered a speech. He stressed the need to firmly grasp the "Five Principles", adhere to the important concept of law, strict and comprehensive supervision, hold the bottom line of systemic risk does not occur, to protect the legitimate rights and interests of investors in a prominent position, adhere to market-oriented reform, legalization and internationalization, efforts to enhance the international competitiveness of the capital market. The fundamental purpose to serve the real economy development. In addition, the data released by the National Bureau of statistics on 9 showed that the national consumer price index (CPI) in August was a chain theory

A股上下两难 震荡中关注三大投资稳定器 新浪财经App:直播上线 博主一对一指导 你说了算 上炒股大赛分掉6000万   A股上下两难 震荡中关注三大投资“稳定器”   分析人士认为,市场箱体震荡、存量博弈的特征中短期难以改变。在结构性行情中,题材股或蕴藏着较大机会   ■本报记者 张 颖   近期,A股市场呈现窄幅震荡,上下两难的态势。上周大盘先扬后抑,成交萎缩,尤其是上周四,上证指数全天震荡幅度仅为0.42%,创下近14年的新低。截至上周五,上证指数报收于3078.85点,周K线微涨0.37%,深证成指和创业板指上周累计涨幅分别为1.15%和1.48%。业内人士普遍认为,市场箱体震荡、存量博弈的特征中短期难以改变。在结构性行情中,题材股或蕴藏着较大机会。   市场面 缩量震荡上下两难   近期大盘年线久攻不下,使得市场看涨情绪走弱。持续缩量更使得指数进退维谷,市场一致预期的变盘节点也迟迟未出现。尤其是上周三,上证指数小幅放量上涨,但仍冲击3100点未果,再次显示出年线附近压力重重,投资者观望情绪明显加重。   分析人士表示,近期市场热点轮动频繁,实际上反映了市场的弱势格局。箱体震荡意味着“上有顶、下有底”。从历史经验来看,市场极度缩量震荡时,变盘时点就在眼前。如5月份超过15个交易日的缩量盘整被一根放量长阳打破,7月中旬沪指在3100点附近盘整数日,随后出现明显下探。   图形上看,从8月16日3140点算起,上证指数已调整19个交易日。业内人士普遍认为,距离下一个变盘时间窗口不远了。最多21个交易日,便会迎来变盘点。由于本周仅有三个交易日,最迟中秋节后,市场将会选择方向,磨人的行情即将结束。   政策面 坚持依法从严全面监管   政策面上,近日证监会发布《关于修改〈上市公司重大资产重组管理办法〉的决定》,给“炒壳”降温,促进市场估值体系的理性修复。   9月10日,上海证券交易所第七次会员大会在上海召开。中国证监会主席刘士余出席大会并讲话。他强调,要牢牢把握“五个坚持”,坚持依法、从严、全面监管的重要理念,坚持守住不发生系统性风险的基本底线,坚持把保护投资者合法权益放在突出位置,坚持市场化、法治化、国际化的改革方向,着力提升资本市场国际竞争力,坚持服务实体经济发展的根本宗旨。   另外,国家统计局9日公布的数据显示,8月份全国居民消费价格总水平(CPI)环比上涨0.1%,同比上涨1.3%。业内人士认为,8月份CPI同比增速下降主要是由于去年同期猪肉价格大幅上涨所导致。在物价温和的状态下,宏观政策更应平衡好稳定增长和防范资产价格泡沫的双重问题。   资金面 货币政策更趋稳健   在存量资金博弈中,两市两融余额持续增加。截至上周四,沪深两市两融余额为9078亿元。与前一周相比,两融余额增加84亿元。   与此同时,上周公开市场共有3900亿元逆回购到期,其中7天期2100亿元,14天期1800亿元,央行上周共开展了2400亿元逆回购,由此上周公开市场净回笼1500亿元。此外,上周还有1232亿元MLF到期,央行提前超额续作了2750亿元MLF。   市场人士指出,尽管上周央行MLF超额对冲1518亿元,释放出在“双节”前维稳流动性的意图。总体来看,央行依然着重维持资金面平稳格局,货币政策更趋实质稳健。   技术面 3050点获得支撑   目前短、中、长期所有的均线都在3000点上下,呈现收口、粘连的特征。根据以往市场经验来看,当收敛到极限后可能会形成新的方向。另外,近期市场三次考验3050点均获得支撑,向上尝试的动力开始增强。盘面显示板块和个股的赚钱效应有所增加,但是尚未全面转暖。申万宏源预计3100点上方阻力仍然不容忽视,一方面3140点是八月的高点,另外,3150点是年初下跌以来的反弹半分位,技术上具备较大阻力。   另外,部分业内人士认为,上证指数在3000点附件反复磨底是大概率事件。也有些认为,目前政策、利率、外围市场波动都可能成为指数破局的因素。无论怎样,在结构性行情中寻找投资的“稳定器”更为关键。   对此,兴业证券提出寻找“核心资产”,即“全市场先导性行业中最具竞争力和核心竞争优势的代表”,并认为“这一类资产具有良好的上涨弹性和抗跌性,能够穿越周期,是长期取得稳定超额收益的优质资产”。   另外,兴业证券还表示,核心资产的产生关键在于其背后的三大驱动:政策驱动、模式驱动和创新驱动。在三大驱动下,建议关注以下三大先导性产业中的细分领域:首先是高端制造业,包括大数据、三元电池、智能制造、IDC、分布式光伏、专网通信、水务处理、光通信、半导体、智能汽车产业链;其次是现代服务业,包括体育、智慧旅游、供应链管理、泛娱乐、廉价航空、售电侧服务、高端旅游服务、农业现代化;最后是移动互联产业,包括VR、在线旅游。 新浪声明:此消息系转载自新浪合作媒体,新浪网登载此文出于传递更多信息之目的,并不意味着赞同其观点或证实其描述。文章内容仅供参考,不构成投资建议。投资者据此操作,风险自担。 进入【新浪财经股吧】讨论相关的主题文章: