129773903156093750_25Galaxy securities: stock market rebounded in the second quarter fluctuations between 2,300 and 2,700
Galaxy securities investment strategy seminar held recently. Galaxy securities chief strategist Sun Jianbo on forecasting, pattern of recovery in the stock market will continue in the second quarter of this year, core index fluctuation interval in the 2,300 to 2,700 points. Sun Jianbo said, in the long term, a-shares are in times of turbulence. In the short term, despite the economic situation is still severe, but from thePotential improvement in momentum is revealed. At the same time, while the real estate policy unlikely to substantially relax
tera gold, but other areas of structural adjustment to fine-tune still worth looking forward to. Accordingly, the forecast Sun Jianbo, structure of a-share market in the second quarter of this year would be rendered as large stocks started slow, small stocks after adjustment pattern of differentiation, fluctuation interval between 2,300 to 2,700 points. PossibleTwists and turns will come from economic recovery and uncertainty of the policy. Effects of macro-economic situation for the a-share market in the near future, said Sun Jianbo, CPI announced in February to 3.2%, the end of the negative interest rates for two years
tera power leveling, and from historical experience, when in real terms when the real rate of interest shifted from negative interest rate is the interest rate, the stock market will reboundTrend. "In addition, PMI, as economic leading indicators, starting from the beginning of this year there is a rising trend, PMI index is expected to remain strong over the next few months. "Sun Jianbo said. Sun Jianbo also believes that the economic development model of China is gradually transition, is no longer dependent on export-oriented model, developed economies in Europe and America is showing difficulties, difficult to hideCover pattern trend of China's economy. Peripheral situation therefore is no longer a decisive factor for investors worried. Although the overall performance of a-shares remained positive in the second quarter, Sun Jianbo also said recent market pressure on profits more obvious, technical, also displays the index continued to adjust the probability of larger. From the perspective of industry configuration, large early gains of the strong cycle industries speedNeeds, from a fundamental point of view, facts and history of the earnings cycle industries than it is not optimistic. By contrast, the Sun Jianbo more optimistic about the future performance of consumer industries. He said consumer sector after gains in this rally, and earnings during the quarter, the performance is identified by its relatively good in the cycle type of plate. The short-term should thereforeBe adjusted more configuration performance determines, after gains by the industry, such as food and beverage, textile and clothing, and so on. At the same time, Sun Jianbo recommended continued to focus on price reform is more optimistic about the future of petroleum and petrochemical and power industries. Turning to recent pension "market" policy impact, Sun Jianbo first pointed out that the pension market for stock market effects should not be overly optimistic, "after all
tera gold, pensionsNature determines the future direction of investment funds is conservative. National social security has said, entrusted with the investment and operation of some pensions in Guangdong Province will mainly invest in government bonds, corporate bonds, financial bonds, bank deposits and other fixed income products. "But at the same time he said the accumulation of pensions into the can, after all, from a perspective conducive to asset market liquidity in the asset markets in General, stocksBenefit.
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