Market Is Facing Style Change And Gem Venture Is Increasing.

< p > January 31st to February 6th, for the long holidays of the Spring Festival, the peripheral market performance was in a low state: Europe and the United States < a href= "http://www.91se91.com/" > stock market < /a > fell sharply, American stocks fell more than 2.5%; Asian stock market also fell, Japanese stock market plunged more than 4% in February 4th, and Hong Kong stocks fell more than 3% on two trading days.

Judging from the current situation in the peripheral market, the Dow sideways repair will probably continue for some time after the short term crash.

Therefore, the recent peripheral market will have a certain negative impact on the trend of A shares.

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< p > from the macro data, the official purchasing manager index (PMI) of China's manufacturing industry in January was 50.5, down 0.5 from last month.

HSBC's HSBC China manufacturing PMI, which was announced in January, also dropped from 50.5 last month to 49.5, the first time in 6 months it has fallen below 50.

Data show that in January, China's non manufacturing business activity index was 53.4%, a decrease of 1.2 percentage points, a third consecutive month decline, the lowest level in 23 months since February 2012.

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< p > the decline of macro data also has a direct impact on different industries in the micro aspect.

During the Spring Festival, a number of listed companies released performance forecasts, and 19 ST companies faced a crisis of continuous loss and suspension of listing.

Therefore, if a href= "http://www.91se91.com/" > investment < /a >, such as holding stocks that have not yet been announced, and have high turnover and low volume, they need to maintain high vigilance.

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< p > from the trend of technology, the Shanghai stock index is in the process of rebound after the continuous decline.

The 2009 lowest point of the January 22, 2013 line has a strong supporting significance. If the 2009 point is effectively broken down, the market will continue to decline and find the bottom trend.

From the weekly point of view, next week's stock index's 10 week line will be lowered to around 2060, and 2060 will form a short-term strong pressure area.

From the gem's profit margin, if the gem falls sharply in the short term, the Shanghai Composite Index will probably lose 2000 points.

Therefore, from a strategic point of view, we should avoid short-term market risks.

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< p > from the point of view of the plate, once the GEM stocks begin to fall, where will the capital flow to the field? From the perspective of the nature of the fund, we are not ugly. Since 2012, the average volume of every increase in the Shanghai stock market has not exceeded 150 billion yuan.

Therefore, even if there is a sustained rise in the future market, it is also driven by stock funds, and the probability of lifting blue chips is very small.

Stock funds will only choose theme stocks instead of traditional industries.

In the next one to two months, the biggest theme is the two sessions. This year's two sessions will be opened in early March.

Judging from the time cycle, the issue of new shares will usher in a climax again after the closure of the two sessions. Therefore, the theme of the two sessions before April may become the first choice for stock funds.

Investors can find new stocks in the main board or gem or small and medium-sized board market.

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< p > in the past two sessions, there will be proposals for benefiting agriculture and environmental protection and energy conservation. The relevant plate < a href= "http://www.91se91.com/" > stocks < /a > deserves investors' attention.

The concept of private hospitals and the concept of food security may also be closely watched by the two sessions. The theme of pension and the theme of a single second child share are already high.

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< p > above all, the whole operation after the Spring Festival is still cautious.

The strategy is to avoid risks and look for opportunities. First, we should avoid the systemic downside risk of gem, and then focus on the hot topic stocks in the two sessions.

On the time window, pay close attention to the high frequency time points for IPO to restore normal.

Once the market is in urgent need of funds, the difficulty of short-term operation will also increase.

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