Li Zhilin: The Two Major Media Suddenly Tried To Sing Empty After Mad Cow To Be Self Introspection.

1, 2015 is the year of the stock market.

By the end of 2014, most institutions and investors were looking forward to a bigger bull market in 2015, shouting 5000 points, 6000 points, or even 10000 points, but none of them saw it empty.

At this point, based on the opposite thinking and economic slowdown, I put forward the view that the stock market is a small year in 2015. The biggest increase is only 20-25%, that is, the 3800 point -4000 point, and the space is very limited.

After the stock market's repeated ups and down in January and the three rush to 3400 points, it is clear that the 3400 point is the "ceiling" of the high leverage financing "capital cow" and "mad cow" market; only by adjusting the downward line, can we expand the whole year's rising space; after adjusting the market, we will rush to 3400 points and create a new high of 3478 in 2009. We can no longer rely on "capital cattle" to stir up large cap stocks (there can be no greater capital to dismantle large amounts of head). We must rely on the "reform of cattle", that is, the reform of state-owned assets, the institutional change forces generated by the reform of mixed ownership, and the strength of the upgrading of the listed companies and the improvement of their performance.

Therefore,

Only firmly establishing the "2015 stock market is a small year" point of view, only then knew that the market limited fund should not consume in the big stock weight stock, but applies in to cultivate "the growth cow", "the reform cow" the structural market hot stock, goes through the individual stock market to win the market, oneself has achieved 4000 goals for oneself ahead of time.

2, deleveraging is a comprehensive policy regulation.

Last December, when people were keen on "money being capricious", "scrambled to sell large cap stocks" and "highly leveraged financing", the bull market would be more prosperous than the 10 year bull market under mortgage loans, and cheered the volume of 12664 billion pactions in December 9th, but forgot that China

In another 100 years, it is still a "policy market".

It was from that moment that the government began to control and cool down the "mad cow" in the stock market.

First, the two official media suddenly changed their minds and tried to sing empty, but the market ignored the news and continued to rise 400 points.

So a series of regulatory measures were introduced.

It can be seen that management is extremely vigilant against the two one trillion paction days of stock market and the financial risks that may be triggered by 30% days of 25 days. Therefore, we should seize the opportunity to increase the supply of new shares, block the access of bank funds into the stock market, control the total amount of financing of securities dealers, reduce the proportion of customers' financing, investigate and punish illegal brokerages and depreciate their currencies, and suppress the "mad cow" in all directions.

What management is happy to see is that the index of "slow cow", like -11 21 last January, has risen by only 20%, while the hot spots of structural stocks are coming and going, but the Shanghai stock market is active but not crazy, and it can last for a long time.

Therefore, in the future, investors must have a high proportion of financing, stir up large cap stocks and index inflation, which will inevitably lead to regulation of management. We must have a high degree of policy sensitivity and attach great importance to the clues of risk warning.

I carefully analyzed and listed all the stocks in the stock market, and found that there was only one plate - Shanghai's state-owned asset reform concept, which was generally seen bad, which was only at the price of 2000 at the end of 2013.

Although the concept stocks of Shanghai's state owned assets reform were manifested in 2014, how many people sneered at this concept and thought that the reform of state owned assets in Shanghai was slow and dynamic, and it was easy to clarify the announcements, stop the cards for a long time, resume trading and then go up and down.

However, the new hot spot of the stock market comes first from the latest policy orientation of the government, followed by the most disappointing and desperate sectors of the market, and again from the low price of 7-10 yuan.

Shanghai's state-owned assets reform concept shares the three conditions.

Today, the Shanghai concept of state-owned assets reform stocks, just as the beginning of the stock brokerage companies started, so there is a daily stock trading, started in turn, the entire plate in January greatly outperformed the market.

Even in the 5 days of this week's big drop, the trend of the market is booming.

The investors who seize the new hot spot of the state capital reform concept are totally fearless of the so-called "bad profits" and even become supporters and beneficiaries of a series of regulatory policies of the management.

"Cross the sea and show the true colors of heroes".

Only in the box - shaped market, the Structure City, the slow bull market, the rational investors and the high hand of the stock market, can we excavate the growth stock, the reform stock and the black horse stock in the low index and the decline market.

4, structural adjustment does not change to long-term good.

Because of the high leverage of the management from the stock market and the influence of external factors, such as European quantitative easing exacerbated the turbulence of the international financial market, the appreciation of the US dollar, the depreciation of the euro and the fall of the RMB drove a large number of main funds to flow out in a short time. Besides, the poor performance of the peripheral stock markets such as the US and Europe contributed to the structural adjustment of the A share market.

However, structural adjustment of large cap stocks will not lead to continued losses and a return to bear market.

On the one hand, many stocks of A shares are still valuing low, especially when bank shares are only about 8 times earnings.

On the other hand, the reform of state owned assets, all the way, the equipment to the sea, the coordinated development of Beijing, Tianjin and Hebei, and the successful replication and promotion of the free trade area have supported the achievement of "healthy bull market" in China's stock market.

Especially after the Spring Festival, the expectation of lowering the standard is more and more intense, and the possibility is bigger and bigger.

As for the investors who are in the early stages of catching up with large cap stocks, they only have to soberly face the reality, change their concepts and ideas in a timely manner, take the best defensive and profit making strategies, adjust the positions and share the shares, pfer funds to Shanghai's state-owned assets reform concept stocks, especially this week's leading sheep stocks in the 5 days of the big drop in index, so as to achieve the early solution of the curve and make profits.

After a sharp decline in the whole week, the volume of Thursday and Friday has shrunk to about 500 billion. There is a rebound demand in the market next week.

It is suggested that investors should pay attention to the support of the 3180-3150 point, seize the opportunity to reform the new hot stocks, and prepare for the Spring Festival Red Envelopes Market.