Chen Zongbao: Attack This Week At 2250?

Last Friday, the Shanghai and Shenzhen two cities were not affected by yesterday's late sell off, but the shock rose, and the gem also rebounded slightly with the motherboard. On the disk, securities, domestic software, glyphosate, graphene and other sectors led the market, showing a general stock market pattern. Finally, the market was reported in Zhongyang, and the volume was lower than yesterday. Today, we closed the Zhongyang line again, closing a new high this year. Stock index The line was taken for five weeks. It shows that the power of upward shock is still the same.

The driving force of the current market is the opening and anticipation and policy support of Shanghai and Hong Kong. At present, the various funds of the market are forming a resultant force, especially with the effect of money making.

Due to the opening of Shanghai and Hong Kong through at least two months, the difference between A and H shares is still the main reason for the rise of the market. Therefore, before the opening of Shanghai and Hong Kong, the valuation of H-share will be basically flat. If we exceed H-shares, A shares will be callback when H-shares do not follow up, but they are not yet in place, so there is still room for growth.

At the same time, in view of Shanghai-Hongkong Stock Connect It is expected that there will be little room for downside in the big blue chips, which is what we have seen lately. After yesterday's late sale, the management immediately announced that the long term capital gradually entered the market, and also explained the attitude of the policy to rescue the market. Since it can't be adjusted, it will eventually break through after finishing. Next week's attack on 2250 point pressure is expected.

In the context of the overall upward trend of the whole market, opportunities for individual stocks are emerging one after another. However, it is very difficult and difficult to grasp, but there are no other directions: first, the funds that are supported by policies are involved in the deeper technology stocks. Although the Internet, intelligent technology, holographic concepts, new energy vehicles, media and other emerging industries represent Individual stock Valuations are not cheap, but these industries are the direction of global technology development, and most stocks are growing.

The vigorous support of policies is still the direction of active capital speculation. The recent rise of the deep Tianma is the typical representative of this hype, and the two is the restructuring stock that has changed fundamentally. Restructuring is still the focus of market bull stocks.

Jinlong Electrical and mechanical restructuring has entered the stage of approval, and the recent share price has also accelerated. The three is the stocks involved in reform. Deepening reform will be an important topic in the fourth Plenary Session of the 18th CPC Central Committee. All over the country announced plans for mixed ownership reform, and speculation on market related targets will be formed.