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Be Alert To Gem Risks And Focus On Investment Opportunities In Three Sectors

2014/1/19 15:51:00 118

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the A share market has been in the doldrums in recent years, while the growth enterprise market has hit a record high and failed to break 1400 points. In January 10th, the Great Wall securities investment consultant Lin Yi pointed out that the valuation center of A shares needs to be repositioned, so the Shanghai Stock Exchange is unlikely to improve in the short term. While the exposure of a href= "//www.sjfzxm.com/news/list.aspx ClassID=101112107105" > gem "/a" is constantly expanding, investors need to be alert to the rapid release of risk, while the sector is optimistic about the investment opportunities of the consumer electronics industry.

the recent management rescues the market policy unceasingly, regarding this, Lin Yi indicated that the policy which the management promulgated is nothing but the financing policy, the confidence policy, the fund policy, the system reconstruction policy, the present policy is more in the system reconstruction policy, the individual thinks that the direction is certainly good, is good intention, but considers the policy to have the time lag, as well as the IPO registration system such method needs to have the digestion process, short-term to the market, the significance is not big.

for the operation of the market this year, Lin pointed out that the former high and low is the operation pattern this year. In the first half of the year, it may still be in the digestion process of interest rate marketization + < a href= "//www.sjfzxm.com/news/list.aspx ClassID=101112107108" > IPO registration system < /a > +QE exit. The valuation center of A stock needs a repositioning process. In the second half of this year, with the convergence of risk exposure, Shanghai and Shenzhen 300 is expected to usher in a restorative market.

Netizens asked whether they should pass the index to refer to the strength of the market. Lin Yi believes that the index must be concerned. However, in the context of the marketization of China's interest rate market and the macroeconomic regulation and control in the context of economic pformation, the power of the Shanghai stock market has always been difficult to make. The significance of Shanghai's reference is weakened. It is suggested that we should pay more attention to the trend of the gem index while paying attention to the motherboard index.

as for whether the index will be low in innovation, Lin said, considering that in the first half of the year, it may still be in the digestion process of interest rate marketization, +IPO registration system +QE exit and so on, the valuation center of A stock needs to have a repositioning process. Therefore, the Shanghai Stock Exchange is unlikely to improve in the short term. When the exposure of gem is constantly expanding, for the time being, a href= "//www.sjfzxm.com/news/list.aspx ClassID=101112107102" > investors "/a" also need to guard against the rapid release of risk.

Discussion: (1) the logic of making money for big consumption, on the one hand, is the re release of the demographic dividend such as the second child. On the other hand, urbanization has also increased the consumption capacity of rural residents. Of course, the future big consumption may be more consumption of "people" rather than "name" consumption, mainly from the concentration of people's consumption, and from the pformation and upgrading of the consumption of the people. (2) for the rare earth industry, the "1+5" pattern of the rare earth group has been initially established, and the plan has been approved. In 2011, the State Council issued the "State Council's opinions on promoting the sustained and healthy development of the rare earth industry". It clearly proposed that 1 to 2 years will basically form an important promotion of the rare earth industry pattern strategy dominated by large enterprises. finally, on the plate, Lin and netizens went deep.

Related rare earths will become the main body of integration, which will bring investment opportunities, such as the northern light rare earths such as Baotou Steel Rare Earth and South heavy rare earths, including Weihua shares, (Ganzhou rare earth backdoor listing), as well as Minmetals rare earth, Guangsheng nonferrous metals, Xiamen tungsten local rare earth enterprises and so on.

Driven by this news, rare-earth stock is expected to usher in a trading market, and its sustainability still needs to pay attention to the progress of the Ministry of industry's application for approval.

(see light products); (3) with the re emergence of wearable devices and so on, it may be another opportunity for consumer electronics in 14 years, and individuals are more interested in opportunities for flexible materials.

There are also some expectations, such as strong catalysts in the future, but time dragged on for a long time. The direction of the market's lack of attention now is likely to start a new round of market. Once there is a big probability after the Spring Festival, there will be a policy.