Li Zhilin: The 7 Day Before The Holidays Is The Time To Settle Down Actively.

Although this year's "autumn rush" market index may not be so strong, but this year is the only 26 years without the "spring" market, so the autumn grab market, or the organization "eating quotes", there will be. Moreover, this year's "autumn rush" market is mainly driven by the index but not in the structural stocks.

Therefore, people need to predict the possible new hot spots of the "autumn rush" market ahead of time, and ambush them to the new hot stocks ahead of schedule.

I am not pessimistic about the market, but cautious and optimistic. I am very optimistic about the new hot stocks. I believe that investors who hold the above new hot stocks have long ignored the big market index gap. Capital card The gap was long enough, and even hit a new high. The 7 day before the holiday is the time for people to have a positive layout.

Yesterday's market amplitude was only 12 points (3027-3015 points), creating A shares minimum amplitude records in 14 years. This morning the amplitude was reduced to 10 points again (3027--3017 point).

The reason is that on the one hand, a large number of funds are transferred to the housing market, and the 60 million empty warehouse is proved. On the other hand, it is also more important that the whole market is waiting for the decision of the Federal Reserve to raise interest rates in September, especially affecting the behavior of the institutions.

In the morning, the Shanghai Composite Index edged down 0.04%, while the remaining three index edged up 0.10%, 0.15% and 0.07%. The rise and fall ratio is 565:454915:668. 20 stock trading, no limit. The turnover is 184 billion 800 million, which is 10 billion lower than that of the previous two days, 195 billion. Popularity and trading slump, the characteristics of the market downturn, exposed, the market back to September last year, the 3000-3050 month of the month.

However, this situation will not last. After the national day, in the absence of any positive and overwhelming majority of people are unprepared, the "autumn robbery" market suddenly launched, for a period of three months, from 3052--3684 points, or 20.7%.

Personally, I think:

One is the PPP concept stocks. In active fiscal policy Under the pressure, the NDRC has launched the third batch of more than 1200 PPP projects, and 574 central and local governments and private capital have been selected, with a total value of 1 trillion. The certificate companies and Huijin companies in the national team have focused on 13 listed companies. Once officially launched, the stock market will have a larger and more durable impetus.

The two is the reform of central enterprises. In recent years, the reform of state-owned enterprises is in full swing, and this year is the year of the reform of state-owned enterprises. The central reorganization has held 27 meetings in three years, helping to reform state-owned enterprises from the top-level design. In the reform of state-owned enterprises, the transfer of shares between state-owned assets and the exchange of shares between central enterprises have appeared frequently in recent years and become the new mode of the current round of state-owned enterprises reform.

The three is local state-owned assets reform stocks. As the SFC reorganized the new rule, it was abolished. Listed company After the termination of the reorganization, there will be a 3--6 month freeze period to 1 months. It is estimated that in October, the reform of state owned assets in Shanghai will accelerate.

Four, private enterprises asset restructuring, transformation and upgrading stocks.

The five is the stock return concept stocks. It is expected that it will officially start in October. Their arrival will not only activate a large number of stocks in Shanghai stock market, but will also enter the Shanghai Stock Exchange 50 and Shanghai and Shenzhen 300 stocks in the future, injecting new industries into Shanghai stock index, and changing the Shanghai stock index's dominance in traditional industries, thereby activating the Shanghai Composite Index and China's stock market.

Six, Shenzhen and Hong Kong will soon open up small and medium growth stocks expected in emerging industries.

In view of this, I am not pessimistic about the market, but cautious and optimistic. I am very optimistic about the new hot stocks. I believe that investors who hold the above new hot stocks have long failed to fill the gap in the market index. Capital cards have long filled the gap and even hit a new high. The 7 day before the holiday is the time for people to have a positive layout.