Gu Mingde: The Stock Market Needs To Be Adjusted Moderately.

Since July, all sectors of the Shanghai and Shenzhen stock markets have risen to varying degrees, and the high rise sectors such as military industry and so on are more than 60%, and the lowest banks and non silver financial institutions have a range of about 10%.

Capital is still flowing into the stock market, but later funds generally hope that the target stocks will have a callback or a small increase in stock.

In the face of stagflation of financial property, even after the stimulus of bank lending policy loosen, the follow-up funds are still not interested.

The serious imbalance of plate structure needs to be adjusted and consolidated, otherwise the subsequent funds will be less and less.

Secondly, this year, the small cap theme, ST loss share is still the largest share of the stock.

The main operational groups of these stocks are private, large and experienced investors.

This group has made a huge profit this year.

By the four quarter, many stocks had doubled.

The priority should be how to profit, withdraw and preserve the fruits of victory.

The season of exiting is when the ox is smoked, and the fourth quarter of this year is a good time.

This is an important factor to adjust the market demand.

After entering the fourth quarter, the market will worry about the scale and mode of expansion next year. This sentiment will lead to wait-and-see.

periphery

In particular, the US stock market has gradually declined from its peak, which will also have a negative impact on the Shanghai and Shenzhen stock markets.

The positive effects of Shanghai and Hong Kong are gradually being digested, and when the official opening is done, the good effect of Shanghai and Shenzhen stock market dividends is largely digested.

Of course, the fourth quarter.

It does not indicate that the market is over.

Shanghai and Shenzhen stock market six years bear, backlog of energy do not be able to digest in a short time.

Although macroeconomic and real estate are sluggish, macroeconomic regulation and control measures, especially the partial adjustment of mortgage policy, are very effective in stabilizing the housing market.

For example, the overall social capital faces loose direction, and interest rates go downwards.

The diversion of funds from real estate and financial products to the stock market has not changed.

Real estate will be stabilized by the new deal, but it will not go up.

Because the trend of property tax and national networking determines the end of the era of large-scale investment in real estate.

These funds continue to flow to the stock market unstoppable.

This trend determines that after the moderate adjustment in the four quarter, the market will continue upward.

On the plate side, the strongest military stocks in recent years have reached the peak with the resumption of international shipping.

The relatively silent state owned stocks in recent days will be active with the resumption of the Oriental Pearl TV or the formal appearance of the capital operation platform.

Market active plate will continue to change, it is difficult for investors to always seize the most active plate, only half of it depends on hard work and half on luck.

The basic element of profit is generally correct judgement and operation method for general situation and possible adjustment market.