Outlook of the five major institutions (2009-08-21)

(Information source: Guotai An Market Global Financial Information Analysis System)

Seize three major opportunities in the shock. World-based investment: It is recommended not to rush to chase the rise during the rebound, and to appropriately control the position on the rallies. In this turbulent market, we should focus on three major opportunities: one is the over-rebound rebound of small-cap stocks, the other is high-capitalized small-cap stocks, and the third is a value-growth variety that has been wrongly killed.

Lightweight position to grab a rebound and grab market hotspot leader Morgan Stanley Investment: There will always be a technical rebound after the market overshoots, but be alert to the market to find the bottom again. Rush to grab the market hotspot leader, fast-in and fast-out, not in love.

Pay attention to the recent oversold stocks in Shandong Shenguang: On Thursday, the market finally showed a sharp rebound in market expectations. The index went out of the 100-point Changyang and recovered the integer points of 2800 points and 2900 points in one fell swoop. Although the market showed a general upward trend on Thursday, the market turnover has not been effectively enlarged with the increase of the index, which also shows that the current market sentiment is weak. However, due to insufficient trading volume, it is expected that the short-term index will have limited upside potential, and there will still be risk of shock adjustment in the future market. Strategically, you can pay attention to the recent oversold stocks, and you should move in and out quickly.

It is a wise move to reduce positions on a rebound. Nanjing Securities: The technical rebound on Thursday was not unexpected, but even if the market rebounded, the intraday rebound was still weak, and the trading volume was not well coordinated, indicating that the market sentiment was still sluggish. Without stronger follow-up macroeconomic data or the government ’s favorable policy stimulus, we cannot expect too much from such oversold rebounds, because the current panic in the market is not going to be appeased overnight, as soon as the market rises Before the market confidence is fully restored, it is difficult to reverse the market. What's more, it takes time to repair the broken position of the stock index. Although management is still continually approving new funds, it is undoubtedly a shortfall compared to the rapid outflow of funds and the expanding market.
However, after experiencing a rapid decline in the early period, the momentum of the short-term sharp decline has weakened. At present, the stock index may have entered the bottom of the shock. The half-year line and the gap gap of 2635 points left on June 1 this year should be There is a strong support, and the 60-day moving average and the 3000-point integer mark are back pressure to become a pressure area.
It is recommended that before the market does not stabilize, it is not easy to grab a rebound. It is still a wise move to lighten up every rebound.

The ternary advisor controlling the position at around 50%: According to market rules, during the market decline, the market first releases systemic risks, and then releases non-systemic risks. At a time of market panic, individual stocks are very difficult to grasp, and the safety of funds is always the first priority. Rather than miss it, never make mistakes. Therefore, in operation, continue to control the position at about 50%, heavy positions continue to implement the operation strategy of diminishing rallies, short-term investors who are short positions can pay attention to the railway transportation, aviation, stock index futures concepts and energy stocks affected by the good news on dips. And the short-term opportunities of China Petroleum, China Railway Group, ZTE Corporation, and China Unicom, which are positively affected by the news.

For more information, please refer to the Cathay Pacific Financial Education Group Cathay Pacific Education Service Network Contact E-mail:

Plastic Tableware

Fulike Houseware&Gifts Co.,Ltd. , https://www.cnfulike.com