Tuesday, October 26, 2010

1,9 months in inflation or a two-year high (macro not pretty bad)

 2, Summary: Fed policy outlook of magnanimous hearty, the Dow rose 0.1% (market preference);

3, tricks of the new wealth into the second Five-Year Plan Key (new wealth Plate preference);

4, five countries to follow up the Yangtze River Delta group, property tax pilot start (real estate section negative);

5, Development and Reform Commission published the lowest advance purchase price of wheat in 2011 (Agriculture plate preference);

6, Shandong and Ningxia Building Materials to the countryside will be carried out experimental work (cement, infrastructure sector preference);

7, the China Foreign Exchange Bureau: one plain near the RMB exchange reform is not appreciation of the (people prefer plain plate in recent currency appreciation);

8, the Commission: the second phase of new share issue by the system style effect from November Gengshi another way (macro unsightly preference);

【reminder 】:

Wednesday, the movement faces long and short pre-Jie You! Continue to look to the financial, real estate, coal, nonferrous metal plate to index weight! Short-term concerns may be appropriate for the emerging wealth of strong, cement, infrastructure, people close to currency appreciation plain (aviation, paper, energy, etc.), agriculture, medicine, restructuring and other short-term opportunity plate! If the short-term poor, for the time being is not outside the United States is also something that not a spectator!

night operator panel yesterday jumped 34 points, four business days or nearly 250 points accumulated, can be described as very strong! However, the strong rise in Nianye disk, investors must see at the present Nianye drive has names of non-broad based, plate differentiation serious, stocks rose yesterday, the two cities is only slightly more than the downside, this hour, do not blindly chase, risk awareness, Hong-Yuan in everything!

through the process of monitoring system on the main view, the main capital on Friday morning Nianye do flow into the site, Onchocerca local profit lighten up, do the whole show flowing into the state; Monday morning in the main funding remains do flow into the situation, but efforts to lighten up the end plate has a more significant increase in general tend to do slightly out of position; Tuesday morning seized the opportunity to buy low, sell the main fund, but the volume does not Nianye, intraday rallies the intensity distribution of chips has Nianye Nianye added! On the whole, the risk is rising out! Opportunity is lost out!

Overall, the oil yesterday Onchocerca the last crazy, no name has come to like the state! Even Nianye disk gains, height has been limited! Has not the United States is still not the United States look on the sidelines as well, this hour, once reached, would be beyond redemption! Would rather miss, can not be wrong! If the ability, to do only short-term short-term wet storage! Otherwise, today will hand quilt! Nianye the first adjustment disk approach, step back around the 2750-2760 range! Why

capital stock skyrocketing?

on Wednesday Nianye influential trend information panel are: 1, suggesting the reform on the foreign exchange bureau is not appreciate; 2, six ministries and notice requirements in Shandong building materials to rural areas to carry out pilot projects in Ningxia; 3, the follow-up of new shares issue by the start Gengshi November; 4 CASS moderation guidelines recommend CPI raised to 4% should be considered mercy. The overall comfort of domestic plane on Wednesday, movement, movement on the hard disk place on Wednesday Nianye more influence. External markets, the U.S. stock market rebounded Tuesday night dip, the Dow was up 0.11%, the Nasdaq rose 0.64%, S & P rose 0.41%. Hong Kong stocks closed down slightly on Tuesday, shot up slightly 0.37%. Japanese stock market closed down on Tuesday Gaokaidizou side down 2.09%. A shares outside the stock market is difficult to place on Wednesday, more influence. The main trends in terms of funds, shrinking trading volume in Shanghai and Shenzhen Jin Ercheng Tuesday, but the net capital flows into the main force of about 100 billion yuan. From Tuesday to see the main financial trends, capital stock is still the focus of criticism attacks target funds, which flow into the non-ferrous metals of about 8.25 billion yuan net, the net flow of coal oil into about 35 million, net flows into chemical raw materials, about 15 million, car plates Net flows into about 8.5 million. The financial, real estate sector is the net outflow of about 10 million. Subject shares continue to experience the extrusion pressure, in addition to the new energy of about 7 billion of net flows into, the medical unit of about 1.3 billion net outflow of funds, small plates, electronic communications, aerospace industry is not more out of the funds. Movement of funds from the two days this week to see, the main focus of criticism is clearly the object of attack and coal colored plates, of which two days Total net flows into colored up to 11.1 billion in net capital flows into the two days of coal up to 7.65 billion total. Because the scale of net capital flows into the still Nianye, gold and coal colored plates afternoon there will be opportunity to continue implied, is still worthy of focus. Wednesday, more comfortable surface movement, A shares will be the primary basis for surface craft run. At the present market for short-run style, there are two kinds of indecent concepts: 1, Nianye short squeeze plate will continue to rise, 2, will be the main short-term rise has now peaked. Indecent by the concept of the two dominating strategy is derived from exactly the opposite: 1, continue to be holding up, 2, looking forward to sell into the clearing. Running from the stock side, Nianye plate this up, in fact, a new round of Middle Ascending market, the policy is likely to impact on the 3000 line, is the city still has room to rise later. Hot from the market point of view, the main focus at the present speculation is colored gold and coal, just this week two main sections to the net flow of funds into the total as high as 190 billion. The main net flow of funds into the Nianye size, reputation greatly raised the capital stock still in the rush to raise stage, much to the capital stock on the craft market is still in the middle, there is room to rise. The impetus for the setting of this market point of view, one is out of date increased domestic inflation, on the other hand is worried about the U.S. open a new round of money printing Nianye spring season so that the depreciation of the goods, the central bank among the nations competing in the spring so that the depreciation of the domestic products the war, the capital stock to be the most sensible hedging objects. Is that this capital stock speculation, not a domestic inflation and real identity, but also have very strong international theme. From the above identity together, the capital stock of short-term speculation will continue, and thus continue to urge Nianye oscillations increase after-hours market. Investors should continue to see more and more, and criticized the attacks continued to focus on gold colored and coal shares. Wednesday Nianye disk oscillations likely to Nianye liquidation.

rebound show three-step sensitive stage of long crack

on Monday night, the amount of days Nianye up during the year after the market opened yesterday's high of liquidation. National heavy volume before and after the rise of three business days, has laid the foundation stone of the rising trend of the market. We feel that if the recent market can emerge with a coherent character of the endless hot topics, and under the continued rally in the Liangnengpeige, rebound with the depth of growth.

rebound step is not sensitive stage

Yacha disk read, color, type of capital stocks and cyclical industries sector correction market, the recent market rally to urge the primary force. According to Wind data, compared to five business days of coal index, the net flow into the base metals index reached 10.496 billion yuan Fenmei amount, 8.852 billion yuan, the net rate of flow into the Fenmei to 1.129 percent and 1.239 percent, indicating the identity due to price increases and deeds of sustain improvements, capital stocks may be the most important short-term capital investment targets.

trigger status from consideration, the primary if the recent U.S. and Japanese governments have adopted policies to secure further stimulate the economy to add, but one plain passive appreciation of the currency and continue recent gains, the double identity of the long-dormant urge the stack of colored capital stocks may Nianye give counterattack. However, the Wuhan Jin Hee limited liability company of brand management exposure liar

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Xie Na is a relatively straight people, what things are on the table. If you have any ideas or expression will have a direct say it will not be bored in my heart. Evaluation of high-Rui Feng said the new film is the producer of her first attempt, but her own characteristics and many of the gold medal comedy funny supporting collision, believed to have a pretty good comedy, I wish the box-office hit.

explore cowboy exposure liar c, inflation expectations and the stock spring policy change,cheap UGG boots, will inevitably increase the level of market volatility Nianye precious metals, currency appreciation in recent plain people before the meeting to the G20 is still variable, the dollar A shares will also become one of the linkage status. Also, from a valuation perspective, the resume stage of recovery after rising recently, colored, gold, scarce capital stocks may have room for growth has been relatively limited. We feel that moving the wheel in the industry characteristics do not enrich the flash when the rally has been stepping sensitive short-term consolidation phase.

spirit conversion foundation is not strong

after the National Day holiday in a short period of three business days, the two cities was the first heavyweight to show a greater differentiation implied. Brokerage and insurance stocks may be bottoming out pulling the financial index of the primary forces, the financial index over the same period or up to 1 * 2%; while under the influence of the real estate section in the policy, despite the advantage of this opportunity implied recovery items, but the bounce rate only 4.42%. We feel that in the financial, real estate sector is not completely formed prior to the unification trend of the market is not stable foundation spirit of conversion, cyclical rebound in the industry also has a phased transfer of risk.

market situations in the past, whether it is There is also a more significant recent market characteristics, growth stocks is that the majority of the small plates trend is weaker. Three business days and near the Shanghai and Shenzhen 300 (3172.726,0.00,0.00%) index, super Nianye disk index, Nianye disk growth Fenmei 8.08%, 10.67%, 9.11% increase fighting strength, range of non-small plate KLCI rebound outside the 2.48%, compared with weaker than the Main Board. Despite the recent conversion from the bound level twenty-eight balance the spirit of missing pre-market value, but bad luck at the rally in the accumulation of power to do more.

drive slowly changing identity

recent market concerns to eliminate economic double dip, the pre-movement surface to stimulate the driving force will be weakened, while the base changes from the primary surface the reality of listed companies in quarterly growth rate of the three cases. 722 listed companies from the previous third quarter results published notice does not Yacha of view, accounting for 54.99% advance by the company, accounting for 9.14% of earnings guidance, reduced losses and accounting for 2.08%, pre-level accounting for 14.13%, accounting for 8.45% pre-fall , Pre-losing share of 11.22%. Increasing earnings guidance from the pre-Number of companies accounted for up to 64.13% can be seen that the overall profitability of listed companies continues to add. Which has released three small notice board quarterly performance of listed companies, high-performance link is still relatively high proportion of companies added, the company pre-share earnings guidance by the published notice to the company quarterly Number 3 ratio of 67.27%, higher than the board 64.13% of the level of the market. Distribution from the industry does not Yacha see forecasted to remain the primary focus of companies in machinery and equipment, electronic components, medical and biological industries interim implied eye-catching, Wuhan Jin Hee limited liability company of brand management exposure of fraud, the economy rebounded so yu The growth of the industry to add links to the same situation.

Overall, despite the inevitable yesterday's volume level to show contraction, but the Shanghai index at 2833 points the antenna 200 to recover the initial mid-position, skill level is still quite significant Main: BoA cowboy; BoA cowboy; denim brand; join investment; 10 years make money; Korean clothing franchise; personalized clothing franchise; women's clothing franchise; jeans; clothing store franchise; cowboy; money; to find items; shop; cowboy stores; famous brand clothing join; Join a good project; popular clothing franchise; investment less profitable projects; female jeans and look for hot spots implied, cyclical industry continues to show and still see the place upside continuation, but its effect on the index may be slow to urge weakened, the market focus has favored the growth rate back to the reality of the three quarterly reports surfaced. In the short term, market trends more minute on Wednesday, the Shanghai Composite Index broke the 200 once verified the usefulness of the antenna, then the rally will continue to expand the space. Dominate, it can be a strong intervention by the intraday low of moderate variety, positions focus on selected growth stocks.

National Day, just three business days, the Shanghai index showed a rare three-year positive trend with the index soared 185.75 points total. However, the rapid resume pulled up short, do more follow-up to the market momentum of continuing controversy inspired beginning. At the present show at least three years long night of camp rift: first, start to adjust the futures market, the second is the external market is soaring through the National Age also beginning to weaken and the third is broad based stock A share of the nomenclature of beginning to change.

away from commodity futures and stock market implied

Going round of A shares market by the start of capital stock, of which coal stocks bear the brunt of the early non-ferrous metals also continued strong. The coal stocks collective Nothing more, the concern is related to stock 12 non-ferrous metals futures and related trend has been showing a departure from the trend.

the secondary market, non-ferrous metal plate to become the market leader Xu Zhang, a single day or up to 5.95%, none of the plates down, stocks up to 15 daily limit. But this correspondence is the commodity futures market is beginning to adjust reveal signs of Shanghai copper, Shanghai aluminum are beginning fall, finished lower Shanghai zinc also showed the trend; international futures implied terms, LME aluminum electronics panel in March, LME copper March electronic disk, LME Lead March electronic trading, LME Nickel in March, and related electronic trading tin, zinc, have also weakened.

external market start to go soft

National era, restart again by the U.S. and Europe to stimulate quantitative easing, implied strong external market generally, the Dow recovered 11,000 points,UGG shoes, the Japanese stock market continued to surge, which led to A-share market after the holiday's Nianye increase compensatory growth. However, the 12 primary stock market is showing external signs of correction. Tokyo's Nikkei 225 index dropped nearly 200 one-day Nianye points, or nearly 2%, the index has fallen for two days; South Korea Composite Index fell 12, crossed the 1%, Mumbai, India sen (by (by harmony)) 30 Index are beginning to adjust,UGGs, single-day decline of nearly 1%; the Singapore Straits Times Index fell slightly to 0.27%, Hang Seng and Taiwan Weighted index also showed a slight adjustment. In addition, the opening 12 when the European markets are showing the inevitable adjustment of the level, the French CAC40 index in Paris fell 1.7%, German DAX index in Frankfurt Gongling public law of the land and the London FTSE 100 index also showed 0.4% at the mercy of the adjustment.

who have analyzed that, the dollar fell to a few weeks than the achievements of the rally in global stock markets, if the dollar continues to depreciate, the rally in stock or can be renewed. But in view of Nianye based economy there is always the game between the U.S. dollar continued to depreciate on the journey may not be smooth; future market focus shifted once, the dollar rebounded, the stock market, commodity market will increase at this stage Nianye taking pieces.

A shares of nominal broad based, has changed

12 Japanese markets still continue rally, but the disk of the nomenclature of broad based changes have taken place in a little. On the one hand, the three business days after the holiday fell in the stocks increase in the number of continuing Nianye, not only from 8-day across the 100 to 11 600 only,UGG boots, then only 12, 800; stocks fell along with the number of added daily, to two business days than the daily limit is also beginning to add a few individual stocks.

implied from the first index point of view, near to small plates in a weak shock index has been nominal, while another 12 showed a new phenomenon: the Shenzhen Component Index on the Shanghai Composite Index gains start falling behind, which means that the market the first is still rising from the heavyweights led. Implied from the heavyweights of view, financial, real estate implied poor, capital stocks continue to act as the main rise. But need to hope that the financial industry, brokerage and insurance stocks implied only better, banks are showing 12 to adjust prices. Capital stock, the most noteworthy feature is the

analysis of people think that, if not in the oil (11.15 0.00%) and Sinopec implied uplift, 12, the market may appear to adjust prices. In the Furthermore, to move up to Yacha look. I'm playing and hearing than to micro-blog, it is convenient, it is applicable, you come and play all the way! 

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