Short line into weak see-saw state!

      On Monday, the Shanghai Composite index opened low below the 2,700-point integer mark after a rebound, ending with a cross star, trading volume on the previous session shrank sharply.

      From the disk, although the market has stopped falling stabilize, but the atmosphere of the whole market is still very depressed, wait-and-see situation enveloped the whole situation. Shanghai's trading volume again shows only 72.105 billion level, the market as a whole wait-and-see mentality after the early kill, investors' panic still occupies a relatively important position. At the same time, the relatively active hot spot in the market, only exist in the benefit of drought stimulated water conservancy construction plate and benefit from the national counterpart of xinjiang conference held in Xinjiang plate. Therefore, the whole market for the lack of hot spots has become the market is difficult to arouse more follow the wind disk followed by a major reason.

      However, under the insufficient liquidity, the main institutions began to focus on the quality stocks in the relevant plate, especially some of the high-quality stocks that fell more than 50%, the institutions themselves were deeply set among them, once there are signs of stabilization, a rebound or no problem. From the whole index, the Shanghai Composite Index may continue to weak shock, and shenzhen Composite Index may benefit from the small and medium-sized board index and gem index rebound relatively strong. Therefore, in the context of the environment is not good, structural opportunities may accompany, investors can continue to pay attention to the oversold quality stocks in the small and medium board and gem under the overall control of positions.

      For short-term market trends, although the market more minutes yesterday is given priority to with inflows of funds, but inflow does not appear obvious amplification, short-term market do more, at the same time, given the outflows from shrinking significantly more minutes yesterday again showed a sharp decline is unlikely, in the short term stock or will be around 2700 disadvantaged concussion near the see-saw.

Today's hot spots

      Ting Hao investment Kang Haoping: is currently the bottom of the shock market

      Kang Haoping believes that the recent market decline has the following major incentives, one is the introduction of the international board news on the psychological impact of the market; Secondly, the impact of the recent drought around the market on inflation concerns; The third is the bank capital adequacy ratio may be raised to cause the fear of tight capital surface; Fourth, the impact of the recent strengthening of the US dollar and the possible repatriation of funds from emerging markets to the US. In Kang haoping's view, the above incentives have been overreacted by the market, in fact, the above events on the market has not had a big impact. Kang Haoping said that 2011 will still be a shock city, is currently the bottom of the shock city box, should not kill too much, at the bottom of the more down the more you can buy. In his view, the time to buy is now on the wrong, oversold, underperforming stocks; In addition, the early anti decline of some stocks, is also worth paying attention to, these anti stocks are generally good performance, the industry or the company is also good, by the attention of big funds, so more anti. Moreover, banks, trading at less than 10 times earnings, are very cheap and have a very high margin of safety.

      Private placement gao Shen: bearish stock afraid of fill fall, once fill fall up also heavy casualties. Cheap and cheap bank stocks won't help if China's economy hits a hard landing.

Calm investment Chen Chen: gem still has downside risk

      For the current market, Mr. Chen thinks the valuations of the larger stocks are cheap enough, not expensive compared to the historical valuations of the A-share market or the global market, so there is little downside. However, from the perspective of liquidity and fundamentals, we can also expect that the market does not have much upside. The valuations of small and mid-cap stocks were expensive in the early days and we had expected them to undergo some correction. And the recent market performance has confirmed the previous expectations, did make some adjustments. I think generally speaking, gem's current valuation reflects the discount is not enough. So there are still downside risks ahead. There are, of course, some gains to be made by looking for sectors and stocks that have been wrongly killed after this downturn.

Private equity gao Shen: gem as a whole there is still a downward risk this is beyond doubt, even in the wrong stock left, investors should also avoid the risk of all the stocks, right into.

Private dynamic

      1. According to private sources, Hubei Yihua not only has a coal mine with a production capacity of 1.5 million tons in Guizhou, but also holds 77.36% of jiangjiadun Mining Co., Ltd. about 160 million tons of phosphate mineral resources, PVC As the main profit elasticity point in the future, the company's development imagination is huge!

      2, private placement revealed that the global zircon sand industry has experienced a downturn lasting several years, finally ushered in the bull market sunny days. Since last July Since the beginning of the month, zircon sand prices at home and abroad since the low point up to two times! The private equity personage said, such a bull market is expected to maintain high prosperity for at least a few years.

      3, private sources said, Longjing environmental protection (600388 shares, market, information, main business) is the domestic dust removal desulfurization industry leader, the market involves power, metallurgy, building materials and other industries. During the twelfth Five-Year Plan period, denitrification market is a new growth point in the field of atmospheric environmental protection during the twelfth Five-year Plan period. In addition, the increasing demand for electricity in emerging economies and the rise of the power construction market will also bring new opportunities to the domestic air pollution control industry.