Comments the weight of the first start counterattack policy expectations enthusiasm-mia farrow

Comments: the first to start the counter weight policy is expected to enthusiasm hot column capital flows thousands of thousand shares stocks the latest Rating Rating diagnosis simulation trading client Sina Level2:A shares of sina finance: App speed Kanpan live on-line blogger to tutor day letter investment today by market to the weekend dim positive effects, the Shanghai and Shenzhen two city early have opened. After the opening of the supply side reform side force, driving the stock shock upstream, not only successfully stand on the 2900 point mark integer, and successfully break the shackles of the 30 day moving average. At the same time, the index of stock index also shows upside pattern, but whether it is the intensity of the rise or the magnitude of the rise, are weaker than the main trend. The whole market today have been positive upward, also have the breakthrough pressure position of various important shows, be in full swing situation; but the market polarization appears again, the weight of strong performance, while the theme plate is relatively weak; the limit number of two, close to 100, the market once again return to the opportunity to make money. The market showed a trend of inflation, insurance, steel, coal, securities, non-ferrous metals and other plates showed strong; only the transport sector slightly frustrated, information security, geothermal energy and other sectors increased slightly. Today morning finally solemnly comment on market index, short-term market in the market is expected to be fully NPC and CPPCC regression and NPC and CPPCC related speculation, but recently the market trend is exactly the same, there was a great relation with the NPC and CPPCC than before including steel, coal, nonferrous metal or. At the end of last year, the central government will implement the supply side reforms, and recently related document supply side reforms are not introduced, we expect the two focus of this NPC and CPPCC were the 13th Five-Year planning and supply side reforms, so the short-term stock index will NPC and CPPCC expected, continued to rise to become a consensus. From the news point of view, the central bank [micro-blog] once again through open market operations to release liquidity market. The central bank open market will be 70 billion yuan / 7 days reverse repurchase operation. In addition, the open market today has 130 billion yuan reverse repurchase (7 days, 20 billion yuan, 14 days 110 billion) expires. From this data, the overall market funds face today is narrowed, and the market trend is really up close, from this point of view, is not only the new Commission [micro-blog] chairman on the rise of the new desire and longing, but did not appear on the market funds face tight situation. In addition, starting from Tuesday, the new round of subscription work restart, according to the arrangements for the issue, from Tuesday to Friday, each transaction has a subscription of new shares. The purchase of new shares does not need to use funds to beat new, but must have market value placing. From today’s market turnover, two cities total turnover of more than 600 billion, the Shanghai and Shenzhen two cities have a significant growth rate compared to the previous transaction, the purchase of new shares start to enlarge the volume also plays an important role. On the day, today the volume and price, but the seesaw effect once again start to restrict the comprehensive effect of money, and today the market smoothly through the 30 day moving average of the bound, which indicates that a new round of upside market officially started, indicating that the market is very NPC and CPPCC policy expectations for the

点评:权重率先启动反攻 政策预期热情高涨 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 新浪财经Level2:A股极速看盘 新浪财经App:直播上线 博主一对一指导   天信投资   今日市场受到周末朦胧利好等影响,沪深两市早盘纷纷高开,开盘后供给侧改革端发力,带动股指震荡上行,不仅顺利的站上2900点整数关口,同时也顺利的突破30日均线的束缚。在主板指数表现强势的同时,创业把股指也呈现上攻格局,但是其无论是上涨的力度或上涨的幅度,均弱于主板走势。整体上今日市场受到利好纷纷上行,同时相继突破各类重要的压力位置,显示出了热火朝天的局面;但是市场两极分化再度出现,权重表现较强,而题材板块相对较弱;两市涨停板家数接近百家,市场的赚钱机会再度回归。市场出现普涨走势,保险、钢铁、煤炭、券商、有色金属等板块表现强势;仅有交通运输板块微挫,信息安全、地热能等板块涨幅较小。   今日早盘市场评论最后郑重指数,短期市场在两会市场的预期下将全面回归与两会相关的炒作,而近日市场的走势如出一辙,涨幅较前的包括钢铁、煤炭、有色等均是与两会有着莫大的关系。去年年底,中央提出将实行供给侧改革,而最近以来供给侧改革的相关文件并未出台,我们预计本次两会的两大重点分别是十三五规划以及供给侧改革,所以短期股指将在两会预期下,持续走高成为一定的共识。   从消息面来看,央行[微博]再度通过公开市场操作向市场释放流动性。央行公开市场今日将进行700亿元7天期逆回购操作。另外,公开市场今日有1300亿元逆回购(7天期200亿元、14天期1100亿)到期。从这个数据来看,今日市场的资金面整体上是收窄的,而市场的走势确实大涨收市,从这一点来看,不仅仅是新任证监会[微博]主席上台带来的新的愿望与憧憬,而且市场上的资金面并未出现紧张的局面。   另外,从周二开始,新一轮的新股申购工作重启,按照发行的安排,从周二到周五,每一个交易均有一只新股申购。本次新股的申购无需先用资金打新,但是必须有市值配售。从今日市场的成交量来看,两市共计成交超过6000亿,沪深两市均较前一个交易有明显的增速,新股的申购启动对成交量的放大也起到重要的关系。   整日上来看,今日量价齐升,不过跷跷板效应再度启动,制约了全面的赚钱效应,而今日市场顺利的突破30日均线的束缚,其预示着新一轮的上攻行情正式启动,表明市场对于两会的政策预期非常强烈,今日市场权重板块占据主要角色,为后面题材板块的全面开花打开了良好的局面。整体上建议投资者要做好两方面准备,一方面是要对近期市场炒高的个股,及时利用短炒的机会获利了结;一方面要利用依然存在的震荡机会布局涉及到十三五规划,且最近市场滞涨的个股机会。 新浪声明: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: