129779408074375000_55First quarter of 2012, although huzhi up 2.88% only, but on the stock market is to break out of attack. In the next two quarters, the a-share markets go from here? Hot how to changes in the market? For this, people in the industry in an interview with reporters, said, after China's active economic growth down to 7.5% in 2012, will be adjusted in the second quarter economic growthLong structure, speed up the transformation of economic growth mode during the most critical. Earnings impact of the slowdown in economic growth, CPI data repeatedly, as well as external development trend of market uncertainty will have a significant impact to the a-share market.
Taken together, a-share market will be volatile in the bottom of the second quarter. April: 2,132 points tested some time ago announced the HSBC PMIEarly March is 48.1, a 4-month low, while profits of industrial enterprises above designated size in December declined 5.2% per annum, for the first time in three years. These two sets of data fully explained that the context of slowdown in economic development, market vision is from anti-inflation to adjust the economic structure is transferred, delayed construction of the economic adjustments will to a large extent at the end of a-sharesDevelopment of the market.
However, as the CPI by the end of April to fall further, reserve requirements and cut into the sensitive period, mobility restrictions would offset some of the negative impact of the economic downturn. Hongta Yao Dong Xin securities analyst believes that from the seasonal pattern, 2010, 2011 a-share market after more than a quarter of the "spring offensive", the second quarterSignificant adjustments. Adjustment this year ahead of April will become a share major adjustment period, of which 2,200 points, 2,132 points test.
From stock configuration, of considerable gains in early trade adjustment needs strong cycle class, by contrast, concern for the future of the consumer industry. May: shock around 2000 points from part one-quarter economic figuresAnd decline of China's economic growth has continued. In this situation, well into May, development of economic uncertainty will continue to heat up, uncertainty exists three main areas: first, under the influence of the global economic environment, China's foreign trade could also be further down; second in the previous two years are massive inflows of capital flows, trade surplus shrink this year, capital inflows also getsShould be reduced, coupled with the slowdown in strengthening the whole size of inflows will be less and less; three under is to adhere to the policies, prices will continue down, will have an impact on industrial, economic value added, investment
tera gold, macroeconomic. Ping an securities analysis Shi Cengqing believes that, overall, expects first-quarter GDP per cent growth rate could drop to around 8.5%, but still higher than the7.5% level for the whole year of Government;, to the possibility 8% closer to a big second-quarter GDP.
In this context, the a-share market turbulence around the 2000 level, and will be the new third speed-increasing effect of Treasury bond futures and innovation projects launched, the band will become larger. June: build a stage the bottom into June, since the beginning of JanuaryEconomic dip may be successful, economic data will begin to exhibit the features at the bottom, GDP, CPI, PMI, a series of macroeconomic data stage turning signal appears. At the same time, with the weakening of external factors
tera power leveling, inflation factor, inflation, debt Europe events and United States QE3 effect is expected to gradually weaken
tera gold, while deposits of loose economic policies and expected to drop to prepareGold rate brought about by liquidity is expected to become a major factor-market development. Shanxi securities (002500, quotes, information, the major trading) Yuan Mingchao, an analyst believes that in June after a share in 2000.1 stage bottom line building shock rise, this will also be the stage positions of the best opportunity for the whole year. Because stock prices fell early reaction to economicFall is expected, at the end of the first half, end of a-shares are expected to build and prepare to rally in the third quarter.
����On the operation, configuration can be used by consumer stocks and low valuations of stocks of blue-chip stocks to cyclical industries, particularly in the early period material plate transfer. Online statement Gold: gold online reprint of the above content, does not indicate that confirm the description, for investors ' reference only and does not constitute investment buildingDiscussion on. Investor operations accordingly, at your own risk.
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