The four major private-equity theory Sword: optimistic about the development of the Chinese newspaper concept stocks not too high

Every reporter Mao Jinnan this week the biggest bright spot is the start of the newspaper market, whether the market will bloom like flowers?　　　In this issue, the four guests again on the sword, they are not optimistic because of the market factors may be generated, but they are still optimistic about the development of the market next week, still ready to heavy warehouse participation.　　Private Placement--Ding FAI fund manager Jin Wei Beijing book still Hui surplus Investment Consulting Co., Ltd. General manager Zhang Wenyuan Capital Management Co., Ltd. Investment director Shenyuan Wen Beijing Noah's Ark Securities investment fund general manager Zhang Kexing on market capital policy only fine-tuning liquidity will not have a big change Reporter: This week the central bank announced June yuan loans for financial institutions than the new 1.5304 trillion yuan last month, and more than expected, this is the two quarter since the first monthly new loans more than trillion yuan.　　But is the central bank issuing hundreds of billions of dollars in Thursday, or is this a signal of monetary fine-tuning, and will the next really shrink liquidity? Zhang Kexing: The first half of the credit has more than 7 trillion yuan, and the fact that some of the money into the housing market, stock markets and other assets, which will inevitably trigger the inflation of asset prices, so I personally feel that the purpose of the central bank to issue the vote is to some extent to shrink liquidity,　　It may also want to slow the irrational rise in asset prices.　　Shen Yuewen: Considering that the July itself had about 800 billion central votes expired, the three-quarter open market funds reached 2.2 trillion yuan, so the central bank to use open market operations, more likely to fine-tune short-term liquidity of excessive supply, not to change the overall monetary policy and policy. Jin Wei: Although the central bank has made a positive buy-back, Premier Wen Jiabao's recently chaired economic situation Expert Symposium revealed that the government's understanding of the current macro-economy is that the economic rebound is not strong. The government will not slam on the brakes at a time when the economy is just showing signs of recovery, or the Chinese economy is likely to fall back into recession.　　Therefore, the Government will not substantially shrink liquidity in the near future.　　Zhang: The excess expectation of money supply is the driving force of the A-share rising. The key to the future is liquidity and fundamentals, where fixed asset investment is likely to grow by 30% this year to about 20 trillion trillion yuan, half of which will come from banks, and although the government is fine-tuning its policies, the liquidity will not change much until October.　　On the market trend back to fill before the shock intensified not to meet the top reporters: However, this week's a-share is still hot, large volume station 3,100 points, Shanghai market daily turnover is more than 200 billion yuan, creating a two-year day volume, volume of substantial amplification, whether it means that the end of the market is not far away?　　Zhang Kexing: The sharp increase in turnover indicates that the amount of money sold has increased dramatically, but also that the amount of money to buy is also greatly increased, exceeding 200 billion of the turnover is a big probability event; Shen Yuewen: When the market appears intermediate adjustment, depends on three conditions: first, the change of liquidity abundance;Is the change of macro-control policy, the change of IPO rhythm and circulation is an important direction index, the third is the change of world economy and the operation of periphery market. Jin Wei: The current market has run to the 3,200 point of the island near the gap, to continue to uplink, volume amplification is necessary conditions. Intermediate adjustment market lethality is huge, must always be vigilant; but overall, it is not time to discuss the end of the market.　　Next, there may be a larger shock, but before filling the gap, don't meet the top. Zhang: Recent overseas stock markets have appeared to adjust, technical view of the U.S. stocks have formed a head and shoulders, although a shares continue their independent market, but if the overseas market down the trend is established, then a-share adjustment will inevitably.　　Investors need to be fully aware of the increasing systemic risks. About the market exceed the expected varieties of limited expectations too high Reporter: To talk about the market bar, this year's market opportunity seems very large, such as the first report of the company in East China CNC performance alarming, many of the company is also continuous trading, such as ancient well gong.　　What are the chances of the market and what kinds of products will be displayed?　　Zhang Kexing: In the short term, some of the more than-expected companies in the newspaper may be likely to rise sharply, but there is still a lot of uncertainty, which means that when they release the advance announcement, some may not go up but fall. Shen Yuewen: From the current two cities have announced more than 600 listed companies in the forecast, more than 60% of the listed companies in the interim results ominous. At present, the Research Institute for 2009 and 2010 listed companies profit growth judgment is 17% and 25%, but because the market structural overvaluation is expanding, it is possible to overdraft 2010 year performance.　　According to our statistics, the 09 medium-term listed company net profit fell 12% year-on-year. Jin Wei: China newspaper market will not be too big, only far beyond the market expectations of the variety to have the opportunity.　　In the present case, these species are rare. Zhang: As of July 8, 2009, a total of 675 listed companies released the interim results of the forecast, up to 181, 44 in advance, 194 in advance, the loss of 212, the performance is expected to a good company accounted for the release of the company's total number of sales forecast 33.3%.　　This statistic can show that, like 2007, the market will not appear, but cement, chemical and other industries will bring a certain chance of warming. About the late hot-military textile new energy Reporter: This week's hot market is also the performance of turns, steel, real estate and the new rise of the military stocks, have been the column of experts in advance lock, especially the military stocks rose continuously. What are the next hot spots?　　Or military, real estate? Zhang Kexing: The current market has stood at 3,100 points, most of the stock is not cheap, the risk is slowly approaching.　　The second half still optimistic about individual outstanding banking stocks.　　Shen Yuewen: Textile revitalization planning put forward the next three years the development of domestic textile industry focus direction, the textile industry in the sub-industry segment leading enterprises have opportunities. Jin Wei: Recent QuotesHowever, the plate turns performance, and there will not be a certain plate continued to soar, such as steel, real estate and coal, you sang my debut, Flower not spring, flowers are spring.　　Next can be from the angle of the stock price wheel movement performance to grasp some has the opportunity to raise the variety. Zhang: The military unit is our focus of the second half of the major varieties, the military stock market just started, in October this year, the military stocks will have a good investment opportunities.　　In addition, our long-term tracking of the new energy sector once the callback to the target price, we will buy again. About next week's operation continue to maintain high position Reporter: Finally talk about next week's operation.　　Your current position should be not light, next week will continue to heavy warehouse or will lighten? Zhang Kexing: I'm going to buy and sell stocks on the basis of whether the price of the company behind the stock is cheap and overvalued. We are still bullish on the investment opportunities of the best companies in the banking sector in the second half, and I don't think they are overpriced.　　As for the position adjustment, it depends on whether the company we hold meets the standard of selling or exchanging shares.　　Jin Wei: Recently, we have been in the market for heavy positions, so long as the market does not show a clear peak next week, I will continue to maintain a heavier position.　　Zhang: Last week we completed the final configuration of the military unit, after the transfer to maintain a high position, I believe that the military unit there is a larger space. Shen Yuewen: Just stop. 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