Market will be around the "performance + increase" continue to develop

-Huatai Securities Tension this week's IPO resumed as scheduled, but the market reacted flat. In the real estate, finance and consumer sectors under the impetus, the market quietly to five Lian Yang end.　　From the market operation in the week, we believe that "performance + up" is still the main line of investment through the market, has not peaked, the proposal to pay attention to blue chips in the possible replenishment of the species. For recent economic and market performance, we mainly have the following views: First, the United States may bid farewell to the bad stage, ushered in the dawn of recovery. This is largely a reflection of the Better-than-expected series of data released this week in the US, where the number of persistent claims for unemployment has fallen for the first time this year. At the same time, the IMF also raised expectations for U.S. growth in the week.　　The signs of recovery in the US economy are gradually dispelling the gloom in investors ' minds, which is believed to be beneficial to the development of peripheral markets in the late period. Second, the OTC funds to enter enthusiastically, and constantly inject fresh blood into the A-share market. This is reflected in two aspects, on the one hand, the number of open accounts in recent weeks has been high innovation, the number of weeks open to more than 300,000 households, retail active influx, on the other hand, the fund issued to reproduce the bull market. Under the new fund contract, as of June 18, 8 new funds have been collected and collected over 30 billion yuan in June.　　June 19, there are China Sea quantitative strategy stock type, HSBC Jin Xin market stock type and on the investment Morgan pure Debt 3 funds will also end the raise. Third, the profit of the intermediate manufacturing link may be further compressed. A big feature of the macro-economy in 09 years is loose monetary policy, which corresponds to a rapid rise in commodity prices, but at the same time the PPI is falling as demand fails to follow quickly and domestic capacity remains in excess. At the same time as the price of raw materials rose, PPI lower, which means that in the buyer's market conditions, due to oversupply, industrial prices are difficult to transfer to consumer prices, enterprises need to reduce the cost of the increase to be digested, the middle manufacturing sector profit space is squeezed.　　Therefore, should be appropriate to avoid the overestimation of the value of the intermediate manufacturing links enterprises. Next week trend see multi-centerline trend look more next week interval 2750-2980 next week hot blue chips next week focus on market deals