"A private fund manager in Guangzhou said. Value of new investment fund manager Huang Yunxuan said, from the perspective of this two-week market performance, adjust the consumption of long time strength of plates have slowly out of the bottom of the sign. And as disclosed in approaches, June small caps may face last fall, when small caps have long been silent will usher in a jiancang time window.
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· 2011 2nd quarter Fund NET estimates · 19 stock market experience summary new Fund panorama hold mission buy sets new Fund for old Fund hold sedan chair 2,900 points Xia Fund sing more growth unit 4 large fund company watching stunt competition Fund jiancang anti-company performance reversed gamble policy turn Fund Manager bold adjusting cangqiming jointly immortal see disk build boutique lecture "waiting for", into has multiple private recent common of mantra. Floating capital surround the International Panel on Tuesday, "2011 Lujiazui (600,663, unit) Forum" on the press conference, Wang Jianjun, Deputy Director of the China Securities Regulatory Commission's Office saying "International Board launch condition is going to mature", was immediately enthusiastic burst by flagging market. Various floating firing attack International Board concept. Wednesday, 28 International Board stocks only, not including business for two and the rest floated across the red. Tongmuo shares (600,114 shares) (600,114. SH), Toulon shares (600,696 shares) (600,696. SH) and dajiang shares (600,695 shares) (600,695.
SH) 6 foreign capital equity participation, or holding of a unit, such as working more to daily limit. Subsequent international Board stocks despite the drop in two days, but from the perspective of this week, International Board concept is undoubtedly the most popular hot money pursuit. Tongmuo shares up 27.32% this week, thousands of enterprises (600,641, unit) (600,641. SH) rose 25.16%, great river and Shenzhen globe Union shares (002047 shares) (002047.
SZ) rose more than 13%. "International Board stocks rose more this week with a hype of nature, nature is hot money from funds involved in the most, and provided that where a foreign shareholder's shares are subject to speculation, but from a fundamental point of view, even if foreign shareholders of these companies in the international market, relationship to the company itself is not too large.
"Bohai securities analyst said. After-hours trading on the Shanghai Stock Exchange information is also displayed, idle capital business concept is to surround the International Board of pushing hands.
Muk East shares, for example, in the last few trading days top five on the sale of seats is rather active business Department of idle capital in the market, including Choi Tong securities business Department of Shaoxing road, founder securities business Department of Hangzhou suit. Guangzhou Anju investment securities investment Department General Manager Cao Ling said he was optimistic about the International Board stocks. "Push as the International Board on the agenda, concerned money on this plate will continue for a long time.
"Cao Ling said.
Shock found continuing theme at the end, and heat but unsustainable, which was again maintained by the third week in May, the market turbulence. As at the Friday close, index 2858.46, down 0.44% this week; shenchengzhi destination country 12161.03, up 0.04% this week.
In addition, the szse and gem means movement of the ice also occurs two days, szse rose 0.06% this week, while the gem the falling 3.77%. In addition to maintaining small shocks them further contraction in trading volume also gives market participants cautious about future judgment.
The two cities daily deal $ 162.8 billion this week, than the shrunk by more than 50% last week. "Also continued turbulence in the market to find the end of the process.
"Huang Yunxuan said, fundamentals, policies and emotion are not very clear situation, the market appears difficult to mainstream investment opportunities, recent hot spots in the market is still around the topics of speculation, and many more are Ethereal themes, there is great. Cao Ling also believes that current market is still in the market rose sharply before digging. "Pessimistic point may fall to near 2,500 points, but have survived this period interval, will meet with a very good rally in the market.
"Cao Ling said. The other hand, gallon action makes part of the mainstream institutions investors smell lurking ahead of time.
News that, last week suddenly billions of money into social security fund, of which $ 6 billion is for equity investment, another $ 4 billion to investment in bond classes. "Gallon of social security funds, insurance funds, together with funds previously positions a big drop, current institutions capital relatively abundant, this will allow the next market opportunity to expand even more.
"The above Bohai securities analyst said, but from the action levels should also be watching for some time, after market bottom in front of the rally to build stage, there is a wave induced air kills fell down. One or two lines of blue-chip there is still room for the next market investment opportunities, Huang Yunxuan pointed out that, from the nearly two-week market, adjust the consumption of more time in the early plate has signs of slowly strengthened, including food and beverages as well as some garments are out of stock and so the bottom of the sign. "From a longer-term perspective, in the view of small caps can start into concerns. "Huang Yunxuan said that adjustment of small caps have lasted six months, which had small caps relative market share of excess revenue for 9 months of time, from the perspective of time adjustment is drawing to a close.
In addition, as announced in June, some institutions on small caps profitability will be further reduced, when small caps will face last fall, stock price risk, will further release, then will usher in a window of time investment. In addition, Cao Ling and Huang Yunxuan also that good financial and property stocksWill. "Financial sector can now do a small band of operation and configuration. While property stocks depends on the trend of house prices, if property prices price trend can continue, house prices once loose is property stocks time to counterattack, while property stocks of flexibility would be even greater.
"Huang Yunxuan said. The Bohai securities analyst said, future market prices will also be around the low valuation, good performance one or two lines of blue-chip. In addition, the International Board launched on one or two lines of blue-chip is also good, after all, the International Board of valuation would not be too high, but underestimate the value of one or two lines of blue-chip will be boosted. Illustration/Liu Fei
