Zhang Yidong: A Thousand Shares Big Rebound Is Coming

Due to the "deleveraging" superposition of the mobile Internet led to faster market adjustment, the second stage of "consolidation" market adjustment time probability is more quarterly rather than annual, so love in late autumn, the annual market take N.

We first proposed and persisted in this round of "pformed bull market". This is the three stage: bull market - bull market. In the early spring of April, the strategy of "fortune insurance" was put forward. The first stage was from last year to the two quarter of this year, the two quarter was the climax of the first phase of the bull market, and the adjustment of the "spire" and the second stage were quarterly or even annual adjustments.

The third stage is a continuous rise for several years. "

In the early June, the strategy of "energy conservation" put forward "the second half of the market shift for"

The market enters the second stage, quarterly or even annual adjustment and concussion.

In the past two years, capital market and industrial development have formed positive feedback, that is, using capital market to revitalize the stock, allocate social funds and resources, promote industrial mergers and acquisitions, restructure, improve the performance of listed companies, form the A share market's money making effect, such a virtuous circle, and get out of a bull market under the background of economic depression.

However, the loss of leverage and the valuation and market bubble made the bull market logically damaged and the market plummeted.

Investment opportunities: with the support of trading strategy, the opportunity of short wave band operation and the patience of the middle line.

(1) the China Daily verified the opportunities for high economic fundamentals.

Thinking "low buy", moderate band, including catering and tourism, media, new energy vehicle industry chain, aquaculture, electronic components and bottom-up selected consumer services and competitive blue chips in the manufacturing sector.

(3) in the early stage, the theme investment that has suffered from the stock market crash and capitulation will continue to rebound in the short term, but after that, the market will encounter twists and turns and divide. It is suggested that the theme opportunity of combining innovation with fundamentals should be combined.

SOE reform, military industry (Beidou), sub new shares, Shanghai Disney and so on need to be eliminated.

In particular, the programmatic document on the reform of state-owned enterprises is about to come out, and investors need to guard against the "pure death" of pure concept speculation.

Logic and other midline tracking, and patience to explore opportunities.

(4) short term stock price margin of security, and long-term opportunities to follow industrial capital: mergers and acquisitions, stocks that have recently been substantially increased by major shareholders / executives.

(5) short term technological rebound is not easy to operate after the collapse of growth stocks.

A considerable portion of TMT's share price has fallen from the high point of the year to more than 80%, and the probability of short-term game rebound has increased, but the difficulty of operation is still greater.

It is also suggested that we should focus on the basic trend and indicators of the medium and long term industries, and prudently arrange the layout according to the opportunity of mid - term selection.

Analysis of capital market and industrial development form positive feedback Representative - gem.

The net profit of gem's parent company's shareholders increased by 37% in 2015 compared with that of the previous year, and the index share increased by 52% over the same period last year, which is higher than that of the Q2.

The continued expansion of demand, the addition of leveraged space and active mergers and acquisitions provide sufficient impetus for growth of gem.

1) the growth rate of GEM has exceeded 20% in 9 consecutive quarters, and Q2 grew by 32% in 2015. 2) the asset liability ratio increased from 30% in the same period last year to 37% and 3.

The short term rebound needs game sentiment and good luck; the medium term market can be selected for opportunities, and not afraid to buy a set of products. In September, short-term trading strategy: first, it is recommended that "non trading" investors and large institutions should have large funds. At the beginning of the month, they do not have to continue to catch up with short-term rebound. Instead, they can take advantage of the rally to adjust their positions and exchange shares, and concentrate more on the layout of the central line and the opportunity to pick them up.

Second, it is suggested that the trading "veteran" will continue to play the snooker game in the short term, and the band operation will continue to reverse the public sentiment.