Shanghai Stock Index Pulled Up Nearly 2%, Two Cities 2500 Shares Rose

At present, the trend of stocks has been seriously divided. Short term investors need not panic too much. We should focus on the quality of selected stocks and prevent the trend of differentiation of stocks in the later stage.

In anticipation of a change in liquidity, large cap stocks need to wait for a real rebound in the economic boom.

The two cities suddenly made efforts in the afternoon, the Shanghai Stock Index pulled up nearly 2%, and the two cities rose 2500 shares.

The military aerospace sector has surged nearly 6%.

As of press release, Shanghai index rose 1.77% points to 3686.93 points.

Analysts pointed out that the Shanghai stock market volume since the beginning of March this year, the level of the market is the precursor of the change in the pace of operation of the market.

The agency said that the quotations were "green" in August, and nearly two stocks in the 500 cities were down. It seems to be a very negative signal.

However, judging from the disk, the level of energy consumption has shrunk to the lowest level since the beginning of March this year, indicating that the market is approaching.

In August, when the market abandonment bull investment thought was generally abandoned, institutional investors gave the investment strategy of "regression valuation stock selection".

Haitong Securities strategy team believes that the logic of the market is changing, mid - term restructuring of growth stocks, and stable performance of the white horse growth.

The short-term focus is the theme of active fiscal steady growth: Tongzhou and urban pipe corridor construction.

Galaxy Securities chief strategist Sun Jianbo analysis, in the case of large liquidity easing expected changes, the valuation of riots crazy gone, growth stocks high valuation needs to wait for the performance of cash.

It is necessary to wait for the actual rebound of the economic boom. There is a higher callback pressure on the high valuation target which lacks the basic support and the subject matter speculation as the main target.

In addition, Li Lifeng, chief strategist of state securities, also hints that in August, investors can also focus on thematic investment opportunities and short term operations to fill positions.

Reform of state-owned enterprises and military industry can be regarded as specific concerns.

There are also institutional analysis that the current trend of stocks has undergone serious differentiation.

The heavyweight of the main dish is basically a trend of sideways or small drops, and most of the stocks that soared before June have experienced a continuous collapse.

Therefore,

There is no need to panic too much. We should focus on the quality of the selected stocks and prevent the differentiation trend of the latter stocks.

Far from the high price earnings ratio, performance loss of stocks, overfall + quality is still the first choice for future operation, this point can be properly filled, but not full warehouse, reserve a portion of the warehouse.