Big blue-chip will replace new energy into market line

A report released recently by the "good buy net" of private equity's authoritative website says in the past year, the first half of the previous half-year A-share market fell 55.95%, during the public and private placement of the convergence, but some of the outstanding private equity such as gold and the West tripod, such as strict controls on the downside risks and achieve absolute positive returns, making private placement in the overall performance gain advantage. The latter half of the market unilaterally rose 54.5%, private placement is significantly better than public offerings, 9% of the products run to win the Shanghai and Shenzhen 300 index more than 20%, and public offerings do not have similar products. Among them, Chanyat 3―4 period runs the index 62.51%, the new value 2 period wins the index to be up to 78.53%.　　Sunshine Private placement in the two period of rise and fall, there are excellent performance products appear. New Value 2 fund manager Loweigung in an interview last month, had made it clear that to be wary of new energy and other plate of short-term risks, hot spots are expected to switch to the bank real estate and other market-blue chips. "Blue-chip has replaced new energy into the future market line." , Loweigung said in an interview yesterday, "blue-chip conversion is not necessarily immediately achievable, but at least it has seen a sign." "Lo Wei Shin widely judged that the early period is mainly the hot money in the launch offensive, and instead Ta Kong fund in the next only began to exert force, this time the fund heavy stock will also be a new attraction of capital and other funds to enter and grab. Blue chip prices are expected to last for 1-2 months, so the short-term market peak is not a big probability event.　　The data shows that the past month market funds have obviously shifted from old hotspots such as new energy to the trend of new hotspots such as blue chips. Talk about the future rise in the market space, Loweigung said, as long as the big blue chip does not top, the market index can expand the space upward. "The market in the recent high innovation after the quantity can not be enough, market on the broad-blue chip continues to doubt that the short-term market may still have to adjust the solid, but as long as the prev close not below 2,480 points near the support, the good market atmosphere is unchanged; In the medium term, the big market to challenge 3,000 points, can not rely solely on bank property Shen, There is also a need for securities, insurance, petrochemical, steel, electricity and other backbone of the support, these big blue chip must end the long-term consolidation pattern out of the upward channel, so that the index has enough power to attack, but the current strength of the rising potential has not been consumed, so do not worry about the market immediately peaked and significantly adjusted. Another variable, is the new energy, coal, non-ferrous metals, small stocks and other old hot spots can not be broken down in the near future, only they maintain a stable pattern of high volatility, do not dismantle the large blue-chip set of good, the index on the attack can be smooth.　　"he said. In the stock-picking strategy, Loweigung revealed that the market will find some potential in the blue-chip industry, following these industries to operate the wheel. Loweigung said that the short-term most bullish blue chip is demand-driven industries, such as real estate, banking, securities, insurance and so on. The real estate sector will choose those who have not gained much in the past six months, and benefit from the economic recovery of the big blue chip "snail stocks." In the "Snail stock", you will choose those who can receive orders, benefiting from strong demand,It is best to decline the upstream raw materials to increase its gross profit margin, has not been a sizzling fund heavy warehouse company. "If the market is to hit 2,700 points, 3,000 points, we have to seize these stocks." "Loweigung said.