League of Nations negotiable securities: The attention falls opportunity

Many securities traders recently issued that in March the investment strategy, the fluidity is still these organization attention key points. In does not have under sharp increase premise, the index online are many nearby 3200:00, highest is 3300 spots.

The League of Nations negotiable securities indicated that macroeconomic regulation and control signal has been clear about the fluid inflection point, macroeconomic “tight credit” and “financing impulsion” converging attack effect will be more obvious, but the market liquidity has reflected “contraction” ahead of time anticipation. In addition the overseas market did not stabilize in situation, the additional fund entering the market enthusiasm is not high, so the market liquidity environment does not support big rising market. In 2010 opportunities for investment is mainly “falling” will come out.

In March, “advantage good vacuum” + “advantage to be spatial” can be an obvious characteristic, the main key is light. The market cared two “advantage is spatial”: Monetary policy contraction and housing market regulation. But simultaneously, the market cared two “benefit”. “Two meetings” are the market most greatly anticipated, but the principled policy direction has decided that “two meetings” are very difficult new pleasantly surprised. It is estimated that in March Shanghai Composite Index sector in 2800~3300:00.

The Northeast negotiable securities believe that in March the market possibly movement’s sector is 2950~3250 spots. In early March the policy pressure is relatively small, begins in late February’s correcting an error quotation hopefully to maintain in early March. In March the market fund reorganizes still gives priority to the storage quantity fund . Moreover the policy as well as the fundamental plane will tend “complication”, but must exist by 3000 spots under point of view cautious optimism of the margin of safety will regard March “continues correcting an error quotation” and “under style cut shake” and “upward quotation”.

The national capital negotiable securities indicated that under economical with steady steps rise background, “policy withdrawal” the main melody transposition, will not reduce anticipated is unable really to eliminate.

Although under background which in two can convene the bulk lots sharp drop probability is not once again big, but the bulk lots bounce space is also more limited. Because the fluidity was not loose. Manifests specifically in new stock financing pressure and revaluation anticipated limited, the contraction of credit and so on various factor.

The national capital negotiable securities estimate bulk lots bounce space is more limited, core movement sector at 3000:00 ~3200 spots.

The century negotiable securities believe that 3~ in April, due buy-back and Yangpiao quantity are still big, respectively is 766 billion and 493 billion, if Central Bank is limited through the open market recycling currency’s dynamics, in March once more will face the upward bank reserve against deposits rate possibility. Post-holiday’s bounce quotation in the March hopeful extension. In March first twenty days of a month continues to continue post-holiday’s bounce quotation hopefully, but before the breakthrough, high spot’s trendy opportunity’s possibility is not big.

The Datong negotiable securities think that in March A stock markets will still maintain the shake. Post-holiday’s rise situation, belongs to the intermediate stage alignment procedure bounce specifically. Therefore, at the same time the investor should pay attention to the systematic risk which the policy readjustment brings fully, in the operation should suitably reduce the shipping space, looked suitably little moves.

(This article originates: The first financial newspaper)