129667837327177892_52The market continued to fall, but I share pool shares bucked the rising, recommending appropriate jiancang short-term gain larger stocks, first launched stock swaps, remain top holdings overall. Upcoming "10 trillion" may be one of the most interesting information this week: United States Secretary of Commerce Bryson said China is about to launch aTotal value of $ 1.7 trillion, or about 10 trillion yuan stimulus package to stabilize the domestic economy.
But unlike the last time "4 trillion plan", this money is not used for infrastructure, but rather for developing renewable energy resources, biotechnology, manufacturing high-end machinery and environmental protection of new industries such as cars. Among them, in my view, clean energy and clean energy technologiesRefers to the electric and nuclear power, which are investment focused on investment in both directions, others are likely to be a supporting role. Just this week, Deputy Director of the national development and Reform Commission statement said nuclear power determination cannot be changed. Senior started blowing, description of nuclear power about to restart. Nam Fung shares (300,004), Jiangsu Mitac (002438), Jiuli (002318), such as nuclear power unit adjustmentAre better layout opportunities. Another main news this week is: part of Zhejiang rural credit cooperatives lowered reserve 0.5%.
Suggesting redirect easing has already started, believe that the market expected a comprehensive cut reserve requirements would not wait too long. Preferred investment gem from the side view, turn over all the major indices can be found, onlyR (399,606), the leading agricultural (993,128), 300 consumer (399,912) maintained the upward path, the trend remains strong. Cultural and environmental subjects also maintained the upward path. But significant impact on the broader market Financials index (399,190), real estate index (399,200), mining index (399,120)Is about to hit a new low. Mainly to finance in Shanghai and Shenzhen market represents the old economy, and the gem, consumer representative of the new economy to spur economic growth in the future.
Old economy stocks weaken, new strength in the economic sector, meet the requirements of economic structural adjustment and policy in the direction of demand. Currently on the market, although the trend is not good, but the market's trend also really like 2008 end, economic policy environment are almost exactly the same.
Then there is the need to observe the market as the 2008 "918" after the rescue, a new level and then go out big.
The author believes that subsequent launches $ 10 trillion stimulus package, the market must in particular gem. Timely raise growth stock plate surfaceSee stock pool shares the generally strong this week, universal bucked up between 5%~10%. But the Shanghai and Shenzhen stock market trend still bad, if you continue to tumble, such strong stocks will fill down.
On the operation, it is recommended that appropriate jiancang short-term gain larger
swtor power leveling, swapped first launched a unit. Focusing on Miss you suggested in the long-term stock pool (002582), Dean Diagnostics (300,244), Shu Taishen (300,204) silver high-tech, Tsuen (300
the old republic power leveling,087), Watson bio (300,142), redeployment of Chi flying organism (300,122), bring up Tomson Jian (300,146), luolai home textile (002293), ray media (300,251). I have just joined in early stock pool lightLine media say a few words. The qiushi magazine published a few days ago, "said the international hostile forces deliberately wants to contain China's peaceful rise, I long elimination competition in comprehensive national strength in the other, he reduced my rise to the new situation, recognizing that simply relies on hard power to contain China's development has become increasingly unlikely, therefore, increase the intensity of ideological penetration against China. Them to ChinaInfiltration and attack, to a large extent, using various types of cultural carriers, is through a variety of cultural forms. "This means that some categories in the cultural industries will be the next policy to suppress.
Comprehensive consideration, bring up the film light with a lower income than the media, held by huayi Brothers film income (300,027). In the original stock pool aier eyeBranch (300,015), medical reasons-pass (600,763), the huayi brothers, Pathfinder (300,005), China international travel service (601,888) generally continue to adjust, the opportunity to cover.
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