Short Term Rebound In Stock Index Futures After A Single Day Is Expected To Rise.

On Friday, the index dropped into the air and plunged down many times during the intraday market.

On the disk, the securities company was the main force on Friday's stock index. One of the reasons was that CITIC and Guoxin Securities were placed on file for investigation. Haitong Securities was also investigated and investigated, which has a great impact on the industry and the sector.

Looking at the recent market, the impact of policy is mostly.

On the one hand, the reopening of new shares, no matter how the rules change, will always have negative effects on the market. On the other hand, the policy of relieving the net selling restrictions of the securities dealers' self operated businesses means that the securities companies can completely reduce the hedge, which is also a disadvantage to the market, which may be the most direct reason for the low market.

For the two days, Fan Bo, the advisor of the spring breeze group, has been worried on Thursday. At present, the stock index is still near the half year line. In the short term, there are some pressures. The rebound of the gem since mid September has now rebounded to the half point near the 4037 - 1779 sharp drop band, and is also close to the high trading area near the high point in July 24th.

The market crashed on Friday and plunged sharply in the afternoon, evolving into a single day plunge.

We believe that the fire on the surface was triggered by Guoxin Securities, which led to a sharp fall in the brokerage sector. In fact, after more than two months of increase, the market has already accumulated a larger profit margin. Whether it is the main board or the growth enterprise market, it has been close to the resistance level. The fall of Friday is within expectations, but the magnitude of the single day crash is quite large.

What investors most want to know is where the crash will go. Fan Bo believes that our focus is on the leadership index board. The diving on Friday has fallen to the 2630 place near the first support level. If the latter cannot stop, the adjustment is expected to expand to 2350 points. This is, of course, a phased adjustment process, not a step down to 2350.

It is suggested that investors should pay attention to the rebound of next week's market and do the operation of hand stocks.

After the high and low market on Thursday, Shanghai and Shenzhen two markets opened lower on Friday.

After opening, securities companies and other financial varieties and the recent hot plate collectively encountered Waterloo, driving the rapid downlink of stock index, of which the stock index has fallen below the 5, 10, 20 and 30 days of the important support of the EMA. The gem also quickly fell below 2700 under the collective fall of the theme plate.

On the whole, under the joint fermentation of all bad news, after quantitative change causes qualitative change,

The momentum of the past disappeared like a rainbow.

Of course, from a macro perspective, the fine adjustment of the policy level actually indicates that the previous stock market disaster has basically been eliminated, and the bailout is basically successful. At present, some restrictions will also be gradually lifted, and the market fundamentals will gradually improve.

On the whole, Guo Yiming, a giant investor, thinks that the short-term market is still a game of stock funds. With the deepening of the incremental capital intervention, the market shock will intensify with the impact of the IPO, but the overall market will not change.

In terms of specific operation, we should appropriately set up positions and add positions in the bargain market, while we should operate cautiously in the short term under the advantage of blue chip stock valuation, but the central line can continue to make arrangements with low prices.

For the small cap stocks headed by the gem, we can focus on the rebound.

40% medium and long lines, mainly blue chips, and 20% small cap stocks.

On Friday, the stock index's rapid fall, from the decline of the plate, brokers are undoubtedly the main source of power to drop, the brokerage sector almost all line down, the recent negative news about the brokerage sector more, including:

First, the securities and Futures Commission has halted the exchange of proceeds from the financing of brokerages, with a scale of about 100 billion.

The scale of 100 billion capital is basically completely digestible for the daily turnover of the stock market. However, we should not only see things on the surface of figures, but at the same time, we should see that this represents the means of determination of the state to regulate and control the securities market.

Second, starting this week,

The margin ratio is adjusted from 50% to 100%, mainly for new customers. The analysis seems to have little impact on the market. Taking into account the continuity and combination of policies, it is also a measure to reduce leverage, which will inevitably have a medium-term impact on the securities market.

Third, in addition, from the point of view of news, CITIC Securities and Guoxin Securities were investigated by regulators, and some of them were also lost.

The fire from the SFC to the major financial companies is undoubtedly an earthquake in the financial market, which will have a certain impact on the securities market in the medium term.

Fourth, since the stock market saw a low level in August 26th, the stock index has reached a recent high of nearly 30%, while the growth rate of the gem has been even higher, and this time period has increased by more than 60%.

From time to time, it is only less than 3 months.

Looking at stocks, stocks of 100 yuan, 200 yuan, or even more than 50 yuan can be found everywhere. In these three months, the craziness of stocks and indexes has been staged again.

Before we analyze, the market will see a high level this week. At the same time, it is pointed out that the market will stay between 3550 and 3650 points.

From this week's market trend, except for Friday's accident, the trend of the other four trading days is exactly the same as ours, and on Friday, we anticipate that the market will fall.

From Friday's crazy fall and the trend of stock index breaking, the power of killing is very abundant. This is also the most direct counterattack to the continuous rise in recent months.

Short term market is not optimistic, investors should constantly reduce their positions. In the short term, we can see whether there is support in the vicinity of 3350 points, and then make a new round of investment strategy.