A quarter of the probability box finishing on consumption plate www.274300.cn

The fourth quarter of A shares the probability of finishing cabinet on consumption plate sina finance App: Live on-line blogger to tutor you say stocks contest off 60 million – pupil swordfight private believes that the fourth quarter of A shares to maintain a high probability pattern of cabinet finishing, the layout of automobile and home appliances and other large consumer segment and the demand of real industry chain integration of listed companies, such as PPP for hot plate callback. If Hong Kong stocks adjust, there are structural opportunities. – reporter Cao Chengyu China ready to shock the Securities News: the recent market hot wheels frequently, there is no admission of incremental funding, out of the box to need what opportunity? Liu Tianjun: Overall, short term is difficult to change the characteristics of the market, the stock of the game in the shock box, which is decided by the stage of the fundamentals of the economic downturn, the financial idle. Recent market hot wheels frequently, in fact, reflects the weak pattern of the market. The shock box means "on the top, bottom, out of the market to the box needs to try hard from two directions, one is the" top "to break the reform must make the real landing, the end of financial idling, off real to virtual state; the two is the" bottom "is more real, practical to reduce the social cost of financing micro economic profitability continued to improve. Chen Yu: in the context of the gradual deepening of regulation, the sidelines of the strong wait-and-see sentiment, incremental capital approach is difficult to achieve large-scale approach in the short term. In the structural market, the subject shares have a greater chance of environmental protection PPP, AR, Hengda and other hot wheels frequently. As the hot spot gradually active, can be expected to slowly upward, index. China Securities Journal: A shares in the four quarter, how to judge? Liu Tianjun: in the four quarter, A shares probably rate to maintain a narrow range pattern, ready to. In the long run, the general downturn in the global economy, excess money, high-yield assets are scarce for a long time, in the short term, the interest rate down space is limited, the bond market bubble highlights the value of the asset allocation of equity. Once the A shares H shares, will not rule out a wave of compensatory growth of the stock market rose. Chen Yun: Shanghai and Shenzhen two cities within a narrow range pattern in the fourth quarter to break. Consumer sector concern China Securities Journal: the fourth quarter will adopt what strategy? Optimistic about the plate? Liu Tianjun: Fed rate hike is expected to rise by the end of the year, market uncertainty increased. If the increase in interest rates in the short term, the impact of the RMB exchange rate and financial markets or less than the end of last year’s interest rate hike. First, the global central bank in the United Kingdom after the referendum to open a new round of easing in Europe, the Fed will cushion the liquidity constraints brought about by interest rates. Secondly, China’s economy is not as bad as imagined. Uncertainty in the market more time, we must actively grasp the opportunity of the transformation of the consumer economy, and firmly optimistic about the high-end liquor, including cars and appliances, including the large consumer sector. Chen Yun: from the disk point of view, in the context of strong financial supervision, the sidelines of the strong sentiment of the OTC funds, the market is not enough to do more popularity. In the big city does not appear before the reversal, do not blindly, maintain a flexible position of buy low sell high, reduce the cost, the opportunity to capture the event. Can stock from three directions: on相关的主题文章: