October Major Events Follow Three Perspectives To Grasp The First Show Market

First of all, on the news, real estate is heavy.

Promulgated.

Before the central bank issued the new housing loan policy, it expressed positive support for the reasonable housing loan demand of the residents, and implemented the first suite loan policy for families with 1 housing units and had settled the corresponding housing loans, which promoted the short term trend of the real estate sector obviously.

Some analysts believe that the central bank relaxed the first suite standards identified, in the context of the real estate downturn, the introduction of this policy will play a certain boost to the real estate, quality real estate stocks are expected to usher in valuation repair, bank lending will increase, and support banks through the issuance of long term special financial bonds and MBS, can ease the mismatch of the period, reduce the cost of mortgage loans, increase the bank mortgage loan allocation power, for steel, cement and other strong cyclical stocks is also a positive.

Besides,

It is expected to be launched in October, and it will also bring impetus to the two cities.

Even some brokerages believe that the market will be launched around Shanghai and Hong Kong in October.

The A+H share discount, the scarcity of A share characteristics and the high dividend blue chips have certain attractions, such as military industry, Chinese medicine, rare earth, banking, public utilities and so on.

Ping An Securities said that the index market may gradually end. Policy trends and Shanghai and Hong Kong support short-term market risk preferences, and the relevant industrial policy is still the focus of market attention.

But from a fundamental point of view, it is important.

It shows that China's economy is mixed.

In September, the HSBC PMI index picked up slightly after a brief downturn in August.

In September 2014, the PMI index of China's manufacturing industry was unchanged from last month, which is in line with market expectations.

Some analysts believe that this shows that the current economic confidence is still strong.

The central bank's three quarter survey shows that although the demand index for loans has declined significantly, bankers and entrepreneurs' confidence index is still strong.

In addition, the number of non lifting restrictions on the fourth quarter is not large, which makes October market worth looking forward to.

This week, the shares of the 5 new IPO shares of the Shanghai stock market, including the blue and stone reloading, the electro-optic technology of the small and medium-sized boards, the flying Kay materials of the gem, jingtianli and garden bio, will be listed on the stock market from October 9th. Investors can enjoy the second time.

Judging from the trend of market over the years, the probability of red October should be optimistic and positive.

Data show that if the news is calm or more favorable during the long holidays, the first day after the National Day holiday will be decided by the trend of the market before the holiday.

In the 10 years from 2002 to 2013, the first day after the National Day holiday reflects the trend of pre holiday.

Therefore, today's stock index trend will become an important reference for the market in October. Investors should arrange the relevant investment opportunities according to the characteristics of the disk.