The trend of adjustment at the slow tap [] early Denver day letter investment adviser two stock markets have opened lower, after the opening of the weight plates sell quickly, especially the recent real estate sector leading varieties sell especially, the stock quickly diving, the stock index fell completely covering early upward gap in average 20 days to form a strong support, combined brokerage and steel etc. part of the weight plates to support the market, stock index shocks, the final decline, and formed with a long under the shadow of the hammer line; the gem index, although it also opened the diving trend, part of the subject matter of the active plate, with its moving upward, and a smooth covering early upward gap today. On the whole, the stock index continues to maintain concussion market trend today, and a small V shaped reversal is formed in the disk. On the surface of either plate or stocks are not strong, mainly in the fall, the only time shares, steel, brokerage, send to a very small amount of index maintenance including real estate, red; building, Beijing Tianjin Hebei, ships and other sector led. Since the middle of this month to start the two stock index breakthrough in Changyang since the last 8 trading days the stock has been running trend test the shock, and technical performance indicators are still in an adjustment situation, within 35 trading days seems to not see signs of the end repair technology index. Since the two big line since our 7 consecutive trading days to remind investors must be the main risk of the stock shocks stepped back, also repeatedly reminded the hot market will gradually reduce the risk of operation, greatly increased the difficulty of the operation since today, change trend and the index on the disk plate between the fully validated our judgment. The short-term trend judgment, before the end of the month the market is still in shock consolidation trend, not too good operation opportunity, a technical repair index has not ended, repair days in 3-5 days; two is the bad news recently appeared to digest, including real estate, finance and other old hot stage fall, new hot spots not forming caused by hot stage vacuum. From the long-term trend, mainly to see whether further breakthrough in the line volume, if the rapid breakthrough volume in August 15th the amount of energy, and the index can line station last year, while the stock index is expected to rise to 3600 points; if a similar hypothesis does not exist, then the 3140.44 points may become 2-3 month highs, so in the long term stock index rose or sustained concussion, mainly to see whether the capital side continued to cooperate effectively. Recommendations concern plate: first time shares, time shares short-term volatility is relatively large, but once the fluctuation time shares generally have more than 10% of the amplitude, if a good grasp of the rhythm of the general profit will be more than 8%; two is the military, the industry recently Redubujian, the first aircraft delivered, after the Sino Russian joint military drill. There are also trillion asset injection, worth having; three is the supply side reforms, through market-oriented means to solve the problem of the supply side now seems to be a failure, the following will focus on solving the problem of supply side through administrative means, including coal, rare earth, iron and steel, metal has the opportunity to show.

调整趋势望减缓 掘金龙头 【天信投顾】早盘沪深两市纷纷低开,开盘后权重板块快速杀跌,特别是近期的龙头品种地产板块杀跌尤甚,股指快速跳水,其中沪指跌完全回补前期跳空缺口后在20日均线形成强力支撑,再结合券商和钢铁等部分权重板块护盘,股指震荡上行,最终跌幅收窄,并形成带长下影线的锤子阴线;创业板股指来看,其虽然也低开跳水,大势部分题材板块的活跃,带动其上行,并顺利的回补了今日早盘的跳空缺口。整体上来看,今日沪指继续维持震荡行情走势,且盘中形成小型的V形反转。盘面上无论是板块还是个股均表现不强,下跌居主要,仅有次新股、钢铁、券商、送转等极少量的板块指数维持红盘;包括房地产、建筑、京津冀、船舶等板块领跌。自本月中旬股指启动的两根突破性长阳以来,最近8个交易日股指一直维持震荡下探的运行趋势,同时技术指标方面的表现依旧处于调整的态势之中,三五个交易日之内似乎也看不到技术指标修复结束的苗头。自两根大阳线以来,我们连续7个交易日提醒投资者一定要主要股指震荡回踩的风险,同时也反复提醒市场的热点将逐步减少,操作难度大增的风险,自此今日,股指的运行趋势和盘面上板块之间的变化完全验证了我们判断。短期走势判断,本月底之前市场仍以震荡整理趋势为主,不太具有很好的操作机会,一是技术上指标的修复并未结束,修复天数在3-5个交易日;二是近期出现的利空消息需要消化,同时包括房地产、金融等老热点阶段性回落,新热点并未成型等造成阶段性热点真空期。从中长期走势来看,主要是看能否再度放量突破年线为主,若能够快速放量突破8月15日的量能,且股指能够站上年线,则沪指有望涨至3600点;若类似的假设不存在,则3140.44点可能就会成为2-3个月的高点,所以中长期股指大涨还是持续震荡,主要是看资金面能否持续有效配合。建议关注的板块:一是次新股,次新股近期波动比较大,但是次新股一旦波动一般会有超过10%的幅度,若把握好节奏一般获利会超过8%;二是军工,该行业近期热度不减,先有大飞机交付使用,后有中俄联合军演,同时也有万亿资产注入,值得拥有;三是供给侧改革,通过市场化的手段解决供给端问题目前来看似乎是失败的,下面将注重通过行政手段解决供给端问题,包括煤炭、稀土、钢铁、金属等均有表现的机会。相关的主题文章: