The policy support plate takes turns to show the hot plate should treat differently

Although the first day of the New Year did not usher in a "start", but in the U.S. stock rally stimulated, relying on the collective of Blue chips, yesterday, the cities or ushered in the trend of heavy volume. and due to the contribution of the weight unit, the cities appear obvious strong and weak pattern of Shanghai. We believe that if the market station 3,300 points, future space will be opened.　　In the first quarter, apart from focusing on the opportunities of agricultural stocks, Shanghai local stocks and brokerage firms, we should focus on the early disclosure of annual reports and the expectation of a strong performance increase. The weight of the strength of the Shanghai strong deep weak U.S. stock market overnight ushered in the first "start" in 2010, which to some extent boosted the domestic a-share market long confidence. The strength of commodities and regional revitalization plans, New Year's Day domestic consumption growth data on the relative plate formation support. Early plate both open, after a small consolidation to launch rebound, but the large area of real estate stock diving greatly dragged down the index, Vanke once fell nearly 3%; After nearly one hours of weak fall, the stock index launched a low level of consolidation, around 10:30 brokerage plate to take the lead, Everbright securities trading, banks, coal,　　Non-ferrous and other weights are also quickly follow the trend, the joint pull index rebounded significantly, Prev touch 3290.51 points, approaching the Monday high, but the pressure is still near 3,300 points to form a curb, the afternoon until the close of 2 hours, the market continued to maintain high level finishing situation. Due to the larger contribution of the weight plate, the cities are mixed, there are obvious strong deep and weak pattern of Shanghai. As of the close, the Shanghai Composite Index closed at 3282.18 points, up 38.42 points, up 1.18%, deep card exponentially closed at 13517.38, slightly down 0.12%, down 16.16 points.　　Turnover positive signal, the Shanghai trading 165.339 billion yuan, compared to Monday magnification 25%, Shenzhen also sold 103.769 billion yuan. Policy support plate turns on the plate, Tuesday hot spots more obvious, Hainan Tourism Island, electronic information and securities brokerage class shares took turns performance.　　The recent strength of these plates is closely related to the policy support behind them.　　The State Council approved Hainan International Tourism Island construction to attract short-term funds into the market, Rawdon development, Hainan high-speed, Hainan Airlines, Hyde shares, Hainan Coconut, such as the collective strength. In addition, the market is expected to "logistics adjustment and revitalization of the planning" will introduce rules, the expectation of the "Internet of Things" concept of the unit again active. Stock index futures have provided a good opportunity for the strength of stock brokers.　　and property stocks recently by the property tax, crackdown on hoarding behavior, such as the impact of negative news still weak, short-term recommendations to investors to avoid. Quantity can rebound for the rebound based on the performance of the market in Tuesday, prev Close Although the highest point did not break through the Monday high point of 3,295, but the volume of positive performance, a large amplitude of the rebound, which for the stock index afternoon rebound laid the foundation. From the close position of the index, the Tuesday increase basically swallowed up the Monday drop points, prev 5 daily line, and 3,300 points again to form an attack posture. We believe that if the market stands at 3300 o'clock will form a breakthrough on the downward trend line linked to the November 24, 2009 High point, and future space will be opened.　　In addition, we also note that in Tuesday, the SME board has already set a new high in the market, so we think that even if there is a short-term adjustment in the future market, stocks will remain relatively active.　　Hot plate should be treated differently for the emergence of agricultural, electronic, Hainan International tourist Island, as well as the securities brokerage plate, we believe that the difference should be treated. From historical data, the period between the January and the end of the two sessions has always been a period of active agricultural stocks, and we expect the practice to continue.　　Only from the fundamental point of view, the agricultural stock performance fluctuations are still more prominent. Therefore, for the more prudent investors, we suggest that we should pay attention to the Shanghai local stocks, as the "World Expo" approaching, Shanghai local listed companies will enter from the "concept" into a "substantial income" phase, investors on the Shanghai local stocks can still hold a stake in the rise. For brokerages, we believe that some stocks have a valuation depression over the current 30.1 times-fold ratio of the Shanghai Composite Index.　　At the same time, the stock index futures and the 2009 Securities market recovery Make the stock brokers have "concept + performance" double protection, the future still has the performance space. Finally, in the top of the list of varieties to analyze, we also found such a law: The recent rise in the former varieties, most of the annual report disclosed by the former stocks. Again, this reinforces our expectation that the market will be in the first quarter around the performance of listed companies. We believe that from January to March the entire performance wave will run through, the more early disclosure of the annual report, the expected increase in performance expectations of the unit will be more strong, investors can focus on.