readx; August 9, 2015

Whether the chicken rib market has entered a bull market

On Friday, the Shanghai Composite rose 82.66%, up 2.26%

Heavy 100 suspension;

The bottom position of Huaguang shares rose 0.52 yuan per share

Stayed in China National Heavy Duty Truck, up 0.40 yuan per share

The bottom position expanded the new energy, up 0.13 yuan per share. Pen | fun | pavilion www. ｂｉｑｕｇｅ。 ｉｎｆｏ

The premise of the stock market entering a bull market is that there must be a significant money-making effect, and the hot sectors must be sufficient to accommodate a steady stream of new funds.

After Friday's rally, calls for another bullish turn are rising. If you enter the bull market again, the current is undoubtedly the bottom, and it is an opportunity to give it a try, so it is necessary to think about it.

Recently active themes:

1. The concept of state-owned enterprise reform.

This concept has been rekindled the possibility of "shipping central enterprise integration kick-off China COSCO and other 6 companies collectively suspended", this news may once again detonate the beginning of the stocks, but turn over the beginning of the stocks, the early stage was over-speculated, can make people feel at ease to hold less shares, in the current weak market, it is difficult to attract funds to chase up. If the concept of state-owned enterprise reform can be extended to the reform of local state-owned enterprises, the expansion of this concept may bring a good round of rebound, after all, more than half of the major shareholders of A-shares are local state-owned enterprises, and the huge number will accommodate a large amount of funds.

2. The Belt and Road Initiative

This concept has been repeatedly hyped in the early stage, and the attraction of funds is limited.

3. The State Council deploys the construction of underground pipe corridors

This theme may lead to a number of infrastructure stocks being active and attractive, and the concept has a tendency to be active repeatedly.

4. "The development of "Internet +" should be chosen by the public"

The concept of Internet Plus has been hyped for a long time, and related stocks have been fully explored, which has limited attraction to later funds.

5. State Council: Promote tourism investment and consumption.

The number of such stocks is limited, and many stocks have risen sharply in the early stage, which has limited attraction to funds.

Through combing, it is found that at the current point, in the case of national policy + capital support, and there are some concepts to support it, it is very likely that there will be a round of rebound, but it is difficult to form the conditions for entering the bull market again. Continue to exercise caution. The bull market is coming again, and it may be a few years away.

Looking ahead, the chicken rib market will continue for a while.

On July 9, 2015, 100,000 simulated disks today's total funds: yuan. The target for the second half of the year is 150,000.

Strictly abide by the fifteen disciplines, come on! Small scattered