Mengjing: Input-type inflation has limited impact on market performance

BCC Beijing April 6 News According to the economic sound of "trading live" reported that the Galaxy Securities Mengjing analysis of the opening.　　Mengjing said the market is experiencing a process of changing the style of small-cap stocks to large-cap stocks, with input inflation having limited impact on market performance.　　Moderator: By the impact of interest rate hike, the Shanghai and Shenzhen cities appeared slightly higher, not many friends expected, low after the rapid emergence of a pull up the situation, whether the bad is about to be done. Mengjing: First rate hike is expected, raise interest rates or raise the deposit reserve ratio, there are ceilings, every time, from the ceiling will be close. Why the market does not fall and is still rising, very important reason, take the bank stocks, this is also a symmetrical rate hike, the bank's performance may not be diluted.　　There may also be a positive effect, and if inflation is effectively controlled, it is a good thing for the market. Moderator: On the one hand, to curb inflation, on the other hand, the number of interest rate is nearing the end of the market has a certain role.　　International trend in the Qingming holiday is indeed raging in full swing, not only the stock market is rising, commodity prices are also rising, imported inflation will affect the performance of the market? Mengjing: The impact of imported inflation on market performance is still relatively limited, because imported inflation, through the appreciation of the renminbi can be effectively digested, but the more dangerous is the domestic economy overheating inflation.　　In view of the current situation, because the real estate is still effectively suppressed, so the possibility of global overheating is not very large, in which case, inflation in the second half of this year will be effective governance.　　Moderator: At present, the point of 2,984 points, Blunt and another step away can not be rushed over? Mengjing: Whether you can go over, or to see the performance of banks and real estate stocks, as well as the volume of amplification, the market is actually experiencing small plate stocks to the big market share style change process. Large-cap stock is easy to turn small, but small stocks turn the big stock is not an overnight, the key to see if there is no real faucet, there is no limit to the stock.