Economic recovery is the main point of market excitement

The recent a-share market seems to form a practice, every Friday, the market has a weak feature, this week is no exception.　　Friday Market once appeared diving trend, after reluctantly collected Hongpan, 3,200 point lost, this seems to imply a a-share market short-term existence of certain pressure. Economic recovery to defuse two short-term pressures for the Friday adjustment, the industry believes that the main reason for the media reports of second-hand housing credit policy tightening news-"on the further strengthening of mortgage risk management Notice" clearly pointed out that to strictly enforce the second set of mortgage related policies, but also adhere to the loan standards, Strict borrower qualification review, prudent assessment of borrower risk, to determine a reasonable rate of loans. This has not only strengthened macro-policy fine-tuning expectations, but also caused real estate stocks and banking stocks to vibrate. Real estate stocks and bank shares weak trend directly traction the market once diving.　　At the same time, the recent increase in the relatively large middle and low price stocks also have the emergence of active selling, exacerbated the market adjustment pressure. Although real estate and banking and other early market lines have been adjusted, however, the market has a new rise in the excitement point, that is, aluminum stocks, coke stocks and other economic recovery expectations related to the strong stocks, including aluminum shares in the aluminum, aluminum, Nanshan aluminum and other strong performance. Affected by this, with aluminum assets in Xinjiang and the shares, such as God Fire is also active, to become a market star yesterday. After all, the economy is recovering, the demand for aluminum is also strong, and product prices are more optimistic. Therefore, this kind of stocks become the recent market rise of excitement, but also reflects the main line of economic recovery into the market new exciting point.　　At the same time, minmetals development benefited from economic growth of the unpopular stocks also have funds to intervene, become the market exciting point, thus eliminating the short-term pressure. Two power traction market is well-known, the current round a-share market rebound in the foundation, mainly the moderately loose monetary policy brought about by the ease of capital and economic recovery brought about by the value of the rebound driving force. From the current grasp of information, the moderately loose monetary policy continues, there is no fundamental change. Even so, the driving force for a stronger market is still strong. At the same time, GDP figures released this week show a clearer picture of the economic recovery. Even so, the driving force for the valuation Rally is optimistic.　　Policy and fundamentals of the driving force is still strong, good policy and fundamental trends are still continuing, in this context, a-share market is obviously difficult to have the trend of the destruction of the rising channel. At the same time, the rising effect and the economic recovery trend have not changed. Looking back on the recent trend of the disk can be seen, the mainstream funds to tap the idea of strong stocks has been a complementary effect + economic recovery driving force, more typical of the power shares, steel stocks, shipping stocks and yesterday's aluminum stocks, Coke stocks. These plate early gains are small, but the industry recovery is stronger, so become the mainstream of funds into the object, making such plates of buying power, and there is continued to do more excitement. Past experience shows that as long as the exciting point exists, then the market can not quickly dropWen, the market trend is still more optimistic. Focus on the two major plates because of this, I think the market is still difficult to large short-term adjustment, and even do not exclude the Shanghai Composite Index in return to 3,200 points above the rapid pull up. So in operation, it is suggested that investors pay close attention to two types of stocks: one is the potential stocks under the main line of economic recovery, such as electronic information stocks, such stocks are the recent gains significantly behind the market, but the industry is also gradually optimistic varieties, such stocks are likely to appear relatively hard-line performance. Second, the quantity can continue to enlarge the variety, such stocks of basic fundamentals, there is the potential for further excavation.