129771661620000000_29View the latest position of the red line seven weekly reporter Ma Manran Shanghai week even the Yang and Yin-lien, valuation of repair since the beginning below the 2,500-point encounter resistance. In January-February this year, is both mobility, consumption
tera power leveling, investment and foreign trade data, cases of lower-than-expected, disagreements about the market prospects of the market andDoubts. Economy bottomed out on time or delayed macro-economic level, although some leading indicators show signs of economic recovery, but widely expected economic growth rate of all large organizations by the end of last year compared to one or two quarters the bottom of judgment, has yet to be supported by macroeconomic data. Latest data show that in January-February of this year, State-owned enterprises realized total business revenue rose 9.9%, the cumulative total profit fell 10.9%. Because of the Chinese new year in January this year, February day of increase production rebounded in February to improve the level of enterprise reference significance of the PMI data is not too large. This March tendency of HSBC China PMI has been verified. In the rebound after three months in a row in March, HSBC China PMITurn down again, and hit four-month lows. Is important to note, in particular, slowing manufacturing activity had begun to affect the job market, employment index since March 2009 lows. Shenyin wanguo (micro-blogging) believes that the current market may be more concerned about what measures Government will take to stem the economic decline. If the economic data fell more than expected, marketsSave fine-tuning policies, such as the expected reduction will be strengthened. However, under the influence of oil price rise, future product overall purchase price index kept climbing, climbing at the bottom or promote PPI and posed to future inflationary pressures. So in the case of inflation worries are not eliminated, policy relaxed substantially offset the economic downturn may be temporarily unable to meet. Current Bank has just by being repoMeans to communicate, such as adjustable fine tuning of policy intent. The "two sessions" during Premier Wen Jiabao's speech is to convey to the market short term regulation will not loose and will cause prices downward signal.����CICC think, relax point central policy and industry fundamentals, see the end of synchronization, probably in three or four quarter or the next. Period of adjustment switch is hot and return to leading for performance whenBefore adjusting, most veterans were treated as for 2,132 profits up bands, adjustment will have a certain range, but economies gradually bottom out in anticipation of, the market again dropped below 2,132 points is unlikely.����And this may be just what the hot switching period. Technology on the surface, the market is in decline during the channel, Shanghai Stock Exchange market this weekFell below half line, try next week under the 60-day moving average support
tera gold, 2300.1 line is the market at the end of January to early February case shocks, the position of supporting a large, short-term market is expected to rebound near this location. The medium-term, shenyin wanguo latest investment strategy report is expected in the second quarter, in the middle of this year, China's economy will hit bottom, but the end is not equal toV-reversal, renders the whole "l-shaped" low volatility
tera gold, a slow recovery, and in this context, the market may be in shock and fluctuation interval in 2200~2500 per cent in the second quarter. Ping an securities (micro-blogging) Wang Ren believes that season needs to start and the end of April the Government projects recovery, are expected to drive markets up again. With shift, the performanceQualitative and will return to lead. Consumer unit began to render performance to determine advantages and defending both values, recommends that the appropriate Add.����Shen Wan said, according to the previous law of stock market speculation, fried fried fundamentals and liquidity, and then is expected to keep up performance after recovery, is the stock market after the current revisions, earnings recovery will gradually become the main line of speculation. Medium-term bullish on defense and economyRecovery industries taken together, can be expected to decline in second quarter, China's economy is still in the channel, credit gradually relaxing or slowing the speed of the downturn, but not stopped falling. But credit will gradually relax or stimulate optional consumer demand rebounded; on the other hand, as from the second quarter increase in the investment in affordable housing, water, electricity, or ease under the fixed asset investmentSlide's momentum.����Reflected in the stock levels in the second quarter, will favour the chance of Defense, mainly come from performance is relatively clear, strong defensive part of consumer industries, as well as the recovery of clear, such as petroleum and coal, and pulling the band opportunities of investment projects. Policies this year is destined to be China's economic transformation to a consumption-led the main impetus on consumption stimulating effectThe most significant tax cuts will be introduced. In 2012 the Government work report stressed that implementation of the reform of income distribution, to accelerate the development of facility systems, vigorously promote reform, enhance policy laid the Foundation for consumption. 2012 consumption on the contribution to the GDP will exceed investment, became the first dynamic economic growth for the first time in nearly 10 years. In addition, the Ministry will open in AprilExhibition of national consumer promotion month first, would attract investors optimistic thought.����Consumer and healthcare sectors has been lagging the market from the beginning, but this is precisely where the opportunities for the future. Specifically, 2012 1 February, national liquor output of 2.002 million liters (converted to 65 degree, quantity of goods), 31.9%, growth over the same period last year increased by 6.55%. Prices are currently widely maotai is expected in April, will be up to around 200 RMB/bottle up to 30%, this message or a liquor board starting point again. When the cycle of weak stocks, consumer industries such as food and beverage after the start, the pharmaceutical industry started only a matter of time, one of the most promising health products enterprises, health products price is not affected byPolicy, gross margin is more stable, Tomson times health such as health products leading enterprises (micro-blogging), the latest rise sharply after the performance in the first quarter, stock price Diego high. From a recovery perspective, along with the national development and Reform Commission raised oil prices twice during the year, markets expect oil prices into the rapid rise channels, two times during the year will be made of two major oil companies refining sector performance loss transferred fromPacific Century CyberWorks. At the same time, shale gas alternative energy stocks also deserves attention, and there are alternative energy such as oil and coal, every development and Reform Commission raised the price of oil, for a coal unit will play an important supporting role.����At the same time, continued high prices of agricultural products reach the expected oil prices, also will create investment opportunities in agro-industrial chain. And the next time, large-scale investment projectsStarts may also have a plate or a related unit of trading opportunities. For example, pointed out that the 21st meeting of the State Council Executive meeting, to start in due time this year a number of railways urgently required projects. Under the influence of this message, silence railway sector has long been out of the pulses, 4 May to large investment projects are expected to implement, stage hype industry will bring opportunities.SINA declared: this message is reprinted from Sina media partners, SINA posted this article for the purpose of passing more information, does not mean to endorse their views or confirm the description. Article content is for informational purposes only and does not constitute investment advice. Investor operations accordingly, at your own risk.
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