Market temporarily stabilized after Spring Festival or rebound Market-ca1806

After the Spring Festival market will stabilize or rebound market hot column capital flows thousands of stocks the latest diagnostic evaluation of thousands of simulated trading stock index: the client rating market will stabilize or rebound after the Spring Festival market A shares fell after a while ago, recently, investor confidence has been restored, the disk has stabilized signs, began to rebound in shrinking. On the one hand, due to shrinking market sentiment is still cautious, on the other hand is also concerned with the effect of spring festival. After the new deal of IPO, the supply pressure of the market increases. In the medium term, the RMB exchange rate is still under the pressure of devaluation, together with the recent bank bill cases, which all bring pressure to the stock market, and the stock market is still in a cautious state after the crash. However, there is a positive change in the stock market after the spring festival. The periphery of the recent changes in the monetary policy of our country’s external pressure is reduced, the end of January the Bank of Japan announced the implementation of negative interest rates and the Fed announced interest rate hike postponed temporarily weakened the RMB devaluation pressure, China’s loose monetary policy for a larger space. In addition, the Spring Festival will be gradually approaching "NPC and CPPCC", because the economic downward pressure, the market is expected to be on the "NPC and CPPCC" with positive expectations, expected to boost economic growth measures of management, we believe that after the Spring Festival market policy is expected to be warming. From the perspective of historical laws, the author believes that the two sessions in 1996 and 2006 are comparable to the two sessions this year, and that the A shares before and after the two sessions of the NPC and CPPCC are all up and down. Again, from the seasonal law, from 1991 to 2015 25 years, the Shanghai stock index rose in February for 19 years, accounting for 76%, that is to say, the probability of rising stock market in February is larger. Finally, from the market point of view, in the near future low point, the valuation of A shares has been around the value center, some stocks already have configuration value. On the whole, we believe that market factors will become positive after the Spring Festival, and A shares are expected to rebound after the festival. (author: Green, President of UOB futures macro and Finance Research Center, Sina) statement: this news 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

市场暂企稳 春节后或迎反弹行情 热点栏目 资金流向 千股千评 个股诊断 最新评级 模拟交易 客户端   股指:市场暂企稳 春节后或迎反弹行情   A股经过前段时间的下跌后,近日投资者信心有所恢复, 盘面有企稳迹象,开始缩量反弹。缩量一方面由于市场情绪仍然谨慎,另一方面也与春节效应有关。IPO新政后,市场的供给压力增大,中期来看人民币汇率仍有 贬值压力,加上最近的银行票据案,这些都给股市带来压力,股市目前仍处于大跌后的谨慎状态。   然而,春节后股市或有积极变化。首先近期外围的变化使我国货币政策的外部压力减弱,1月底日本央行宣布实行负利率和美联储宣布加息延后暂时减弱了人民币的贬值压力,我国宽松货币政策的空间变大。   此外,春节后将逐渐临近“两会”,由于经济下行压力较大,预计市场会对本次的“两会”报以积极预期,期待管理层出台提振经济增长的措施,我们认为春节后 市场对政策的预期会变暖。从历史规律看,笔者认为1996年和2006年的“两会”与今年的“两会”具有一定的可比性,而这两次“两会”前后的A股都是震 荡上行的。   再次从季节性规律来看,1991年至2015年的25年里,2月份上证指数上涨的年份为19年,占比为76%,也就是说2月 份股市上涨的概率较大。最后,从市场本身看,在近期低点附近,A股的估值已经在价值中枢附近,一些股票已经具备配置价值。总体上,我们认为春节后市场因素 会变得积极,预计节后A股或有反弹行情。(作者:格林大华期货宏观与金融研究中心经理 赵晓霞) 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: