Guo Xinlin: New energy stocks or out of trouble

Guo Xinlin Hong Kong stocks after a two-week rally in the final correction this week, the renminbi appreciation of the expected finally difficult to the central government tightening policy, fortunately, 21,800 finally regained. The most concern in Friday, in addition to stringent property control measures, the mainland stock index futures also become a focus of Hong Kong equities, but the mainland stock market also because of macro-control and fell, the relevant speculation has not been scheduled.　　After a week of declines in Hong Kong stocks, technical indicators were revised by oversold. The renminbi's rise now appears to be the biggest boon for Hong Kong equities, which has become one of the biggest drivers of the stock market this year, and Goldman Sachs analysts have been clamouring for a stronger renminbi. The biggest role for analysts is to create market forces that are good for investment banks, both up and down.　　And the most characteristic of these analysts, always in their own traditional view of the appreciation of the renminbi, so there is the characteristics of self-play, we can only treat as a performance, let off. In the case of the U.S., the situation is really amazing.　　The Dow showed a continuous upward trend after bottoming out in February, it is hard to believe that this is the source of the financial tsunami, the United States showed signs of a rebound in the number of housing, but can eliminate the doubts about the withdrawal, India and China are beginning to tighten, and the U.S. stock market can continue to enjoy the benefits of liquidity.　　New energy has rarely been talked about recently, but this week two messages have attracted the attention of the author. One is the high-profile debut of China Nuclear International (2302). As a pure nuclear power enterprise in Hong Kong market, and it is the enterprise that grasps the most crucial part-uranium resources, it should be said that it is still dormant. In the new energy family, nuclear power should be said to be very embarrassing, for the development of nuclear energy, many new energy research experts do not dare to publicly tout, because it is not a renewable power, uranium resources themselves are very scarce resources, in addition, the potential pollution of nuclear energy is difficult to measure, the author of the search for most of the new energy sites, The content of nuclear energy is indeed very small, it can not be included in the green energy ranks. But the reality is the reality, nuclear energy is undoubtedly the quickest way to solve the energy shortage, and who has mastered the uranium resources, who is the future big winners. Of course, the company itself also has a lot of risk, including the previous period because of management relationship to the company's share prices have been greatly affected, and the acquisition of uranium ore more involved in diplomatic and political wrestling, for the general investors, it is indeed difficult to grasp its pulse.　　But anyway, I think it is the only one in the market that deserves the attention of new energy investors.　　The other is about the domestic two overseas listed solar companies, the national Development Bank to Wuxi Suntech and Trina Solar two companies a total of 80 billion yuan credit line, which was tortured in 2009, the photovoltaic industry is undoubtedly a huge impetus. The new energy industry has been too much hype, cooling the enthusiasm of investors, but since the country proposed emissions reduction targets and new industrial policies, believe that the relevant support measures will be gradually introduced, and the new energy company shares believe that can go out of the trough.