2.3 billion funds to hide into the gem to find safety mat

Shanghai and Shenzhen 300 and Gem PE valuation level gap in the three weeks after the lifting of the optimal buying time South reporters Wang Yaning pioneering board the ban caused by the negative gradually weakened. Gem refers to the city even higher innovation, despite yesterday's lead diving, but from the previous week's situation, gem in the overall plate is still a good performance plate. Great wisdom Super win data show that the gem in the last week (November 10 to 16th), the net capital inflow of 2.333 billion. "Short-term gem or there is a fall, but the continuous fall is the opportunity to start a job." A brokerage analyst said. The private-equity group interviewed also believes that some of the money is moving from cyclical stocks to consumption and emerging industries as the representative of the gem, can focus on some of the long sideways, the performance is good, the valuation is not too high companies.　　There are also brokerage reports that the gem stocks in the 2-3 weeks after the lifting of the optimal time to buy. Medicine stocks to release short strength yesterday gem led the diving, gem Index fell by 3.63%.　　However, from the previous week, the gem in the overall plate performance better. Big Wisdom Super Win data shows that the gem in the last week the main capital inflow 31.88 billion, outflow 29.547 billion, net inflow 2.333 billion, or 1.175. One of the shares Watson biology, Fuxing Xiao Cheng, kai-yuan equipment and other major funds to the net inflow, respectively, 514 million, 238 million and 119 million.　　The main fund net outflow larger stock for the National Union Aquatic Product, Jinya technology, billion Wei Li Energy, respectively 29 million, 15 million, 14 million. "In the restrictions on the sale of restricted shares of the initial release of pressure, the first week of 3rd, the gem continued to rise, the impulse to be suppressed to release."　　Ping An securities shaoqing, Cai said in the report. Combined with recent market performance, Shenzhen Good group vice President Gu Xiaodong told reporters: "By the U.S. dollar appreciation, the impact of rapid decline in commodities, a a-share short-term experienced a rapid decline in the confidence of everyone to blow more, but from today (17th) plate face situation, almost in the end." "His analysis is based on that even the most defensive medicine has fallen, indicating that shorting power has been released." "There should be a rebound in the short term, not excluding the shift from cyclical withdrawal to consumption and emerging industries, and the gem may have a good performance."　　"Gu Xiaodong said. The future of the market is still emerging industries after September 20, the gem trend is significantly weaker than the Shanghai and Shenzhen 300, and entered a one-month bottom consolidation.　　Minsheng Securities that, with the gem index of the steady rebound, the ban has weakened. "The previously anticipated lifting was only a big shock to the second day of the listing, a lot smaller than expected."　　Yesterday afternoon after the closing, Datong Securities Yuncheng Sales Department deputy general manager Dollars told the south are reporters. Minsheng Securities Report recently pointed out that from the PE and PE G Composite valuation point of view, 2010 still has 40% of gem stock than the Shanghai and Shenzhen 300 overall valuation level, and 2011 85% of the GemStocks have a valuation advantage. "The ban on restricted stocks will be a turning point in the rational growth of gem." "Minsheng Securities Strategy analyst Zhang Yi analysis that first, the gem represents the emerging industries mainly concentrated in the penetration rate below 40%, technology penetration growth space is still very large, with the U.S. network technology stock price estimates, the future is about 5 times times the premium space;　　Investment is far greater than the central planning, "Twelve-Five" emerging industry planning will be better than previously expected. Dollars's view is that the gem will be out of the new blue-chip companies, the future more imaginative space companies and industries focused on the gem.　　At present the blue chip more provides is has the safe valuation space the company, but does not have the imagination space. "The market adjustment is more urgent, short-term rebound, the rally vanguard is still early lead to the coal and non-ferrous, but they can not lead the second wave of market, and then guide the market is still to the gem as a representative of emerging industries." Personally feel that the market before the big innovation is unlikely, but next year will be better in the first quarter.　　Dollars said that, according to past practice, the first quarter is generally the most relaxed, the first quarter next year by the "Twelve-Five" plan to support the emerging industries, to the gem as the representative of the company will be more active. "From the Zhuhai Air show situation to analyze, such as large aircraft project, formerly is the concept, but now has fallen to the actual, ' Twelve-Five ' planning involves a lot of emerging industry content is also so, will gradually landing, and the relevant companies will enjoy real positive."　　"Dollars said.　　Combined with 178 of the restricted stocks of the stock market as a sample of situational analysis, Minsheng Securities Zhang Yi in the report, said that in the policy of positive, centralized ban on the premise of the negative, the gem lifted the lifting unit in the lifting of 10 to 14 trading days between the best buying opportunities. In fact, from the market performance can also be seen, as a result of policy support and high growth expectations, investors on the SME board and the gem has never been abandoned.　　Shaoqing, Cai that the high valuation of the Board, especially the gem of the market to limit the overall increase in the price of space, so the recent SME board, especially the shock amplitude of the gem increased. "In the future, in addition to affecting the market environment, such as macro-economic, liquidity, inflation and other factors, the entrepreneurial market will also be in high growth expectations plus policy support and overvalued value of the contradictions between the forward." With the exception of a handful of truly high-growth stocks, several stocks may still be trading opportunities. "In the short term, the gem with the market adjustment is inevitable," there may be a small increase in the fall, but the opportunity to fall down, if the continuous decline also has the opportunity to take positions.　　Dollars said, from the ban on bad and wrong kill Angle, as well as the policy of emerging industries to support the point of view, the gem is worth attention. In terms of how it is done, Gu Xiaodong that, in the final analysis, it is still to find the certainty of the stock. Overall, the gem high valuations have a certain degree of rationality, in the long term, still need to see performance, no performance of the horizontal plate will not live. Some valuation is not high, sideways long, performanceGood companies can focus on and step in. "For example, Jiffeng farm machinery, almost sideways a year, a little more expensive, but not outrageous."