New exciting point is expected to defuse the pressure of capital diversion

Golden Lark Investment Qin Hong At present, the board is indeed facing a certain adjustment pressure.　　But for the motherboard, the market is expected to be in the new exciting point gradually gathered in the background, the possibility of stabilizing the rebound. Last week A-share market appeared in the concussion of the focus shifted upward trend.　　But in the Friday appeared the SME board and the Shanghai Composite Index, Shenzhen, the trend of split, so that some investors on this week a-share market trend produced a big difference. Market attention to the gem details of this week's a-share market trend, the industry believes that this is mainly because of the market gem fetal movement expectations, and in Friday after the close of the relevant gem rules of the news is supported by this expectation. This for the SME board, undoubtedly facing a certain amount of capital diversion pressure. After nearly six months after the rise of the board, the stock price gradually high, there is a certain amount of valuation pressure.　　Therefore, the GEM, once launched, will draw the attention of funds, so that many active in the gem of hot money has taken the lead to exit the idea of preparing for the gem, making the board in the last weekend to adjust the situation. However, for the motherboard market, although the news of the growth of the gem will trigger some funds to prepare for the gem, but after all, the main Board market property stocks, banking stocks and other varieties still have a certain industry recovery expectations and valuation advantages.　　Therefore, there are still funds and other institutional investors continue to pour into the financial real estate stocks, thus giving the financial real estate stocks to become the main board market stabilizer role, also makes the Shanghai index on the weekend, deep proof exponentially in the shock gradually gained support and finally shock plate rose to Hongpan. Of course, it is worth pointing out that the current a-share market is not only the capital diversion from the launch of the gem is expected, but also after a round of rebound after the market, many restricted shareholders also began to reduce significantly.　　In Friday, 12 listed companies announced the sale of restricted stock shareholders of the information, in Saturday, 6 companies issued a reduction notice, which also exacerbated the pressure of capital diversion. New exciting point gathered market sentiment in other words, for this week's a-share market, can not ignore the pressure factors of capital diversion, especially the growth of the Board of the impact of the market. And at present, the board is indeed facing a certain adjustment pressure.　　But for the main board market, the market is expected to be in the new exciting point of convergence in the context of the possibility of stabilizing the rebound. First, petrochemical stocks. Last weekend, the "Oil price management measures (trial)", from this approach can be seen, the market trend of refined oil prices gradually clear, which is conducive to the maintenance of Sinopec, China's oil and other weights of the relatively stable growth trend, thus giving its valuation premium power.　　Such stocks are a-share market sentiment shares, so, such stocks in these industry policy catalysts under the traction, is still expected to become a market stabilizer, to defuse the pressure of short-term capital diversion. Second, the regional theme of innovation. Shanghai local stock speculation, from the early double center to last week's Nanhui merged into Pudong New Area transfer. At the same time, the regional plate from Shanghai local stocks, Hercynian plate, Beibu Gulf plate and then to the weekend of the ShenzhenShares.　　The Shenzhen local unit has a comprehensive reform of the pilot policy, which is expected to make the local shares in Shenzhen, the shipping port shares, real estate stocks to produce a new round of long energy, thus traction a-share market to stabilize the rebound. Third, the concept of venture stocks. Although there is a view that with the gem details of the bulletin, the concept of venture stocks or see the possibility of light death. But on the one hand because the market's strong pattern brought about by the excellent atmosphere, on the other hand, is because the gem launched on the concept of the impact of the stock is the essence of the long-term, so, short-term still may get hot money chase stick, thus bringing certain investment opportunities.　　Therefore, short-term, the concept of venture stocks still have the potential to rise. Short-term vibration plate up to the sum up, short-term a-share market although there is a certain amount of capital diversion pressure, but because of the new exciting point of the continued influx, at the same time, U.S. stocks and other global stock markets again "dance", especially the periphery market financial stocks, energy stocks rise will be greatly to a a-share market financial stocks, energy　　So that such stocks are expected to become a a-share market in this week's traction strength, so, the market still has the possibility of oscillation plate. Therefore, short-term, the author suggested that investors pay attention to two types of varieties: first, there is a market stabilizer known as the large stocks, including China South Car, China Unicom and other enterprises in the word, the second is relatively optimistic about the subject of stocks, including Chong Hing Real Estate, Nantong technology and so on.