Market Hot Spot Index Continues To Bottom Up

Today, the Shanghai composite index reported 3352.96 points, down 30.22 points, or 0.89%, and clinch a deal of 418 billion 300 million yuan. The Shenzhen composite index reported 11551.87 points, down 135.10 points, or 1.16%, and traded at 310 billion 800 million yuan. Small and medium-sized board index closed 6236.17 points, up 30.06 points, or 0.48%; 1743.68 poins, 3.89 points, or 0.22%. A total of 1238 stocks rose and 1061 fell in two cities, with a rise and fall ratio of 1:1. Non ST class trading stocks 67, no limit stocks.

Affected by the two consecutive day of a sharp drop in the value of the RMB against the US dollar, the index of the early morning index has weakened. At around 11, the financial weight collective diving drag index has been sharply callback, and the Shanghai stock index has fallen below the 3300 point mark. After the afternoon, stock index was supported and slightly rebounded on the 20 day average. On the disk, software services, Internet and other theme plates are among the top gainers; banks and other financial weights are falling exponentially. Railway infrastructure, satellite navigation, China and South Korea fta And other concepts are active.

On the news side, the Statistics Bureau released data today. In December 2014, the total profit of Industrial Enterprises above Designated Size dropped by 8% over the same period last year, a drop of 3.8 percentage points higher than that in November, and the decline in profits of Chinese industrial enterprises further intensified.

On the whole, the index bottomed out after the index dive today, and the volume increased slightly compared to yesterday. Small and medium enterprises continue to grow. On the basis of fundamentals, the renminbi has fallen sharply against the US dollar for two consecutive days, mainly because the central bank has lifted the RMB intermediate price for the two time last week after Europe's over expected easing. Central Bank Short term regulation is the initiative to guide the depreciation of the RMB exchange rate. We believe that the central bank's operational thinking shows that the short-term domestic interest rate reduction is expected to further weaken, while the capital market is also facing some risk of hot money outflow. This is short term. A shares The main constraints are facing.

From the technical point of view, the stock index is facing up to 3478 point four trillion market high resistance, if there is no probability of effective turnover with the smaller probability. Short term main board market is expected to be dominated by wide concussion, and the capital seesaw effect will make the medium and small gem more active in the short term. However, we insist on the basis of the market and decide the long-term trend of the stocks. We suggest that investors should continue to lay out the financial center, the prefix and the country stock, and pay close attention to the risk of falling out. We should pay close attention to the electrical equipment, railway infrastructure and the trading opportunities of the recent oversold stocks.

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Judging from the market performance of the "Hong Kong stock pass" underlying stocks in the past five trading days, Hong Kong stock market shows a general trend under the background of strong Hong Kong stock market. In the 273 stocks, 220 stocks rose, and only 47 stocks fell. Among them, the strong return of technology stocks, leading companies Kingsoft and Tencent holdings rose 15.97% and 11.38% respectively. The strength of the shares also shows another side that the risk appetite of Hong Kong stock market is heating up again. In addition, Chinese insurance, aviation and electrical equipment stocks are also sought after by capital. In terms of vulnerable stocks, some of the stronger defensive consumer stocks have been left out of the market because of the warming of the big market. China's Wangwang and Gome's accumulated losses are all above 5%.

In the AH share premium, as the A share market and H shares are getting stronger, Hang Seng AH share premium volatility is limited, and nearly five trading days have risen 0.83%. From the perspective of the AH market outlook, as the premium index is now approaching the 130 point of nearly three and a half years, it is expected that there will be a strong pressure on the back market. The H-share market will have a greater probability of winning the mainland A shares in the long run.

This week is the last week of the first month of 2015. When the delivery date is approaching, the big market will inevitably be affected. The US stock market closed up last week, ending three consecutive weeks of decline, and the three index rose 0.9% to 2.7% throughout the week. Recent economic data are mixed, and the newly released corporate earnings report has not brought too many surprises. The market is mainly motivated by the launch of the QE plan by the European Central Bank, and investors are beginning to look forward to the prospect of economic recovery in the euro area. In this week's market, investors will focus on the Fed's interest conference to observe the Fed's views on the US economy and the timing of interest rate hike. In addition, taking into account the negative results of Greek elections, we can not rule out the possibility of short-term market optimism reversals, and overall, the probability of short-term shocks or even larger stocks.

A shares in mainland China have been greatly shocked last week, and single day ups and downs have all set a record in recent years. Although the A shares suffered a sharp fall, the confidence in the A share market is still full from the momentum of rapidly recovering lost territory. In addition, last week, the central bank restarted the reverse repurchase operation. The market was positive and positive. If there is any further easing this week, A shares will still have the chance to go home.

To sum up, the current external market is in a stalemate, and the market is more profitable than the other. From the perspective of a new round of monetary easing in the global central bank, Hong Kong dollar assets should be more favorable, because the Hong Kong dollar pegged to the US dollar linked exchange rate system, under the background of the United States economy, the global liquidity is expected to focus on the US dollar assets and the related assets related to the US dollar, and Hong Kong stocks will become the target of capital pursuit. After all, from the trend of last year, Hong Kong stocks are significantly behind the US stocks and the mainland A shares. From the recent exchange rate of the US dollar against the Hong Kong dollar exchange rate to reach 7.75 again, the international hot money has entered the Hongkong market. (this product has no collateral, the price can rise or fall, investors or lose all investments. Before investing, you should understand product risks and consult professional advice if necessary.