Textile Gem Ban "Gate" Vigilance Small Cap Stocks Fall Risk

< p > August, the market ended at last, and the Shanghai composite index was closed for four consecutive days.

At the close, the Shanghai composite index reported 2047.52 points, a 0.25% drop in the whole day, 8210.99 points in Shenzhen stock index, and 0.11% in the whole day, of which the volume of pactions in the Shanghai stock market was re created.

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This week, the Shanghai Composite Index fell 2.13%, while the index dropped 2.67% in August. The Shenzhen stock index fell 4.29% this week, and the index dropped 9.36% in August.

So far, the Shanghai Composite Index and Shenzhen stock index two index has dropped four months.

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< p > < a href= "http://news.sjfzxm.com/news/list.aspx? Classid=101112107105" > Feng Bamboo textile > /a > strong trading limit < /p >

< p > textile plate yesterday's intraday concussion rose, at the close, Feng Bamboo textile reported 4.36 yuan strong trading, Huafang textile increased 5.45%.

In addition, Zhonghe shares, Tianshan textile and Huamao shares rose by more than 2%.

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< p > shale gas second round of public bidding is approaching, supporting enterprises first benefit.

Because shale gas exploration requires high drilling rate, diamond bits are widely used, and the stocks of early drilling stocks have risen sharply, and the Quartet has quickly sealed up the trading boards. The Yellow River whirlwind and Yu diamond are gaining the top.

Shale gas stocks are active in the afternoon, and Shandong's Mo long and Baimo shares are trading on both sides.

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< p > > a href= "http://news.sjfzxm.com/news/list.aspx? Classid=101112107107" > cap lifting concept < /a > after two days of slump, the morning plate was fired again.

LAN-STAR new materials, Tianjin magnetic card, Mei Yan hydropower, Nanhua shares, China Fang shares and other trading.

ST plate active again, the biggest gainers, ST Sida, ST lion head and other 17 stock trading, ST Xianglong, ST Aviation Investment and other 2 stock market stops.

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< p > in addition, the real estate and wine making sectors are among the top gainers, while the nonferrous metals sector is the biggest.

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< p > bear market should guard against risk < /p >

< p > at present, a main feature of the late bear market is that the "holding up and heating" is getting smaller and smaller, and there is a risk of strong stocks falling.

In the first half of the year, the insurance companies, food and beverage companies and real estate companies with excess returns have been callback.

At present, the economy is still in the downward stage, and the valuation of small cap stocks is still high.

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< p > in October this year, 3rd anniversary of the gem was opened, and the first batch of listed companies was lifted.

According to estimates, the amount of restricted sale lifted in October was 51 billion 480 million yuan, the highest peak in the year.

In October 30th, 25 GEM companies lifted the market value of 44 billion 750 million yuan.

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< p > lifting of the ban is not equivalent to selling, but risk prevention is the most important in bear market.

In the history of A shares, there is no lack of listed companies before lifting the ban to release profits and raise stock prices.

At the same time, there is not necessarily the necessity of large-scale reduction.

But taking into account the late bear market, the risk is magnified by investors, and the potential good for the imagination is numb. Therefore, guarding against risks is more important than gaining profits.

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< p > short term rebound gradually brewing < /p >

< p > analysis shows that from the market performance of nearly two trading days, < a href= "http://news.sjfzxm.com/news/list.aspx Classid=101112107107" > blue chips < /a > stabilized, strong stocks will fall, and the monthly line will be continuous.

In addition, last month's five line of Yin was rare, and has not yet appeared since 2005.

At the same time, the probability of dropping quasi probability increased in September after dropping the contract in August.

In addition, the recent decline in mesoscopic data such as commodity futures indicates that the economy has begun to enter the "catching up" stage.

In view of this, the stock index may not have much room to fall.

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< p > trend judgment: combined with the economic downturn, CPI rebound, the tight liquidity at the end of 9, and the early reaction of the gem ban in October, the possibility of a big rebound in the market in September is not great.

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< p > Investment Strategy: < a href= "http://news.sjfzxm.com/news/list.aspx Classid=101112107108" > bear market < /a > rebound in the middle and late stages is not easy to operate, more is the phased "breathing period" after the release of risk, it is only suitable for "guerrilla warfare" light store game, and continues to attach importance to certainty in configuration.

The relative earnings can be appropriately increased in the short term to underestimate the allocation of blue chips and prevent the risk of small cap stocks from playing a game. The growth stocks that are based on the long and medium term layout can be intervened when the market falls.

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