The NPC and CPPCC in March 3rd and the 5 on the opening of the two laws of history NPC and CPPCC Mar-widcomm

The NPC and CPPCC March 3rd and 5 opened on the history of NPC and CPPCC market two rules of sina finance Level2:A shares of sina finance: App speed Kanpan live on-line blogger to tutor network (02) securities times on 22 national NPC and CPPCC will be opened on March 3rd and 5, the impact of the stock market for the next A. Huatai Securities believes that the history of NPC and CPPCC market there are two experience: NPC and CPPCC market is to start, the two historical experience on NPC and CPPCC market, the market is a market in NPC and CPPCC, NPC and CPPCC during the adjustment, there will be a second wave of continuity of the NPC and CPPCC; two is before the style is too small, after the style is too large. The main board will be trimmed during the two sessions, and the gem will rise slightly. After the two sessions, the performance of the motherboard will be stronger than the gem, gem will rise. The rebound in the first half of the window, treasure the opportunities for emerging industries, market opportunities in the first half of the year better than the second half; gem opportunities better than the motherboard. The two sessions market is gradually clear to cash these two judgments. Market will continue to rise before the two sessions, dressing during the meeting, will follow up mode. State Securities believes that the heavy volume rise last week can be recognized as the formal start of the two sessions weak rebound market. The duration of the market is conservatively estimated to be about two weeks, and optimism is estimated to have a weak rebound for more than two weeks. Space, now the market generally expected rebound height is not high, but observed that now do the relative return mechanism before the Spring Festival has been largely in lower positions, in addition to some performance last year do excellent institutions to maintain a high position, the other, understand down an estimated 70% public offering agency positions fell to 75% in the before the Spring Festival, so that if the drop raised body position to admission, but also aware of this wave is the first half of this year only "to" bounce this logic, then the height may be greater than the expected height to be optimistic. Most of the current market is expected to be not far away, the bomb is not high, really will have this? Not necessarily. As long as the logic continues to strengthen, there will be a wave of reduced positions to do relative income of institutional investors slowly admission, also do not rule out some of the absolute income of the institutions to come in, the key is advanced or backward problem. Huatai Securities proposes to focus on three major investment directions: supply side reform, emerging industries, and thematic opportunities. Supply side reform is the opportunity to run through the 2016, steel, coal, nonferrous metals, construction, building materials and other industries to usher in investment opportunities; emerging industries: demand and policy is still double oriented. Suggestions include new energy vehicles and intelligent cars, intelligent manufacturing, health care, energy conservation, environmental protection, new materials, cloud computing, big data, Internet of things, virtual reality, etc.. Thematic opportunities: local SOE reform, integration of Beijing Tianjin Hebei, new steady growth and other topics of investment opportunities. (Securities Times Network News Center) Sina statement: this message is reproduced from Sina cooperation media, Sina published this article for the purpose of transmitting more information, does not mean to agree with its views or to confirm its description. This article is for reference only and does not constitute investment advice. Investors operate accordingly and take risks at their own expense. Enter Sina Financial shares] discussion

全国两会3月3日和5日开幕 历史上两会行情的两大规律 新浪财经Level2:A股极速看盘 新浪财经App:直播上线 博主一对一指导   证券时报网()02月22日讯   全国两会将于3月3日和5日开幕,对于接下来的A股行情有何影响。   华泰证券认为,史上两会行情存在两大经验:两会行情正在展开,历史上有关两会行情的两大经验,一是市场在两会前有行情,两会期间调整,两会后会有延续性的第二波;二是会前风格偏小,会后风格偏大。主板在两会期间会有修整,创业板会有小幅度上涨。两会之后,主板的表现会强于创业板,创业板也会上涨。   上半年的反弹好窗口,珍惜新兴产业机会,市场机会上半年好于下半年;创业板机会好于主板。两会行情正在逐步明确地兑现这两大判断。行情仍将延续两会前涨、会议期间修整、会后续涨的模式。   国金证券认为,上周的放量上涨可以确认为两会弱反弹行情的正式启动。市场持续的时间,保守估计为两周左右,乐观估计有两周以上“可为”的弱反弹。空间来看,现在市场普遍的预期反弹高度不高,但是观察到,现在做相对收益的机构大部分已经在春节前降低仓位,除了一些去年业绩做的特别优异的机构维持较高的仓位外,其他的,了解下来估计70%的公募机构仓位在春节前降到了75%,所以觉得如果这些降了仓位的公募机构愿意入场,而且也同样意识到了这一波是今年上半年唯一的“可为”的反弹这一逻辑的话,那么高度可能要比预期的高度要乐观。目前市场大多的预期是弹不远,弹不高,真的会这有嘛?未必。只要逻辑不断强化,那么会有一波降过仓位的做相对收益的机构投资者慢慢入场,也不排除会有一些做绝对收益的机构进来,关键是先进还是后进的问题。   华泰证券建议,关注三大投资方向:供给侧改革、新兴产业、主题性机会。供给侧改革是贯穿2016年的机会,钢铁、煤炭、有色、建筑、建材等行业迎来投资机会;新兴产业:仍是需求和政策的双导向。建议关注方向包括新能源汽车与智能汽车、智能制造、健康养老、节能环保、新材料、云计算大数据、物联网、虚拟现实等。主题性机会:地方国企改革、京津冀一体化、新型稳增长等主题投资机会。   (证券时报网快讯中心) 新浪声明:此消息系转载自新浪合作媒体,新浪网登载此文出于传递更多信息之目的,并不意味着赞同其观点或证实其描述。文章内容仅供参考,不构成投资建议。投资者据此操作,风险自担。 进入【新浪财经股吧】讨论相关的主题文章: