Essence securities Zhang Deliang warmer market will continue, emerging industries unstoppable zngay

Shun Zhang Deliang Securities: market rebound will continue in emerging industries Sina Finance speed Level2:A shares a trend which cannot be halted Kanpan Sina Finance client: making the most of the investors in the investment express: the Spring Festival holiday during the turmoil of the external market, A shares to allow investors very afraid. However, the third day Yang, mood seems to be improving, the market is reversed? Zhang Deliang: indeed, it scares investors who hold the holiday. However, soon restore confidence, three candle! Of course, Monday’s candle is false candle, accurately speaking, should be two line. Line two, change of confidence! If Thursday to close out a line of attack, I think the market will quickly turn. But it’s difficult to estimate. On the Shanghai Composite Index, this year for the next step, which has three big line most representative. The first is the first day after the New Year holiday is January 4th, the day began to plunge 7%, fuse 2:30 pm, to close at 3296 points, this is the most difficult to break through the current round of market rebound in the position, this position is also seen since last year formed the top pressure line position, technically, if the breakthrough point that means the reverse. Second main line is the January 7th crash, day decline of 7%, 10:00 began to fuse into the morning, to close at 3125 points. If this time adjustment is because the fuse panic Shadie, then rebound in the current round should be actively to this location near. Finally, a big line is the end of the market, in January 26th, the index fell 6.4%, the average price of the line is 2840 points, success has been a breakthrough. In contrast, the gem index continues to be the leading index, has successfully crossed the January 26th big line, into the second stage of the attack, position of the target is January 7th last fuse. The current market can be understood as or short covering, when trading volume soared rapidly, there is risk adjustment. Because the market mentality is very complex and fragile, once the weak upside, we will choose It’s politic to leave. thinking. Investment express: good, we still step by step to see more secure. The recent peripheral market is very turbulent, will the peripheral stock market continue to affect the A shares? Zhang Deliang: sure. With the acceleration of internationalization of A shares, this correlation will continue to rise. Technically observed, whether it is Nikkei 225, or Germany DAX, S & P 500, the trend of its index volatility still belongs to a reasonable range of adjustment, for the recovery of the rising market since 2013 an adjustment, and the short-term has entered the key areas. From the framework of macro economic growth, in the short term may be excluded from the system of avalanche, active management of the exchange rate volatility is difficult to systemic crisis, gold, commodities, nonferrous metals, has experienced eight years of adjustment, the adjustment time even up to 70-80%, ushered in the supply side of our structural reform. Take the initiative to resolve the overcapacity of steel and coal industry, a new round of investment in emerging economies is also accelerated. On it

安信证券张德良:回暖行情仍会持续 新兴产业势不可挡 新浪财经Level2:A股极速看盘 新浪财经客户端:最赚钱的投资者都在用   投资快报:春节休市期间外围市场的剧烈震荡,让A股投资者十分害怕。不过,第三天收阳,情绪似乎正在好转,行情是否逆转了?      张德良:确实,吓坏了持股过节的投资者。不过,很快恢复信心,出现三根阳线!当然,周一的阳线是假阳线,准确讲,应该是两根阳线。二根阳线,改变信心!如果周四继续收出一根攻击性阳线的话,我想整个市场就会迅速转向。不过,估计有难度。      就上证指数而言,今年以来连续下台阶,其中,有三根大阴线最有代表性。首先是元旦假期后的第一天,即1月4日,当天急跌7%,到下午2:30时开始熔断,收于3296点,这是本轮反弹行情中最难突破的位置,此位置也是去年见顶以来所形成的下降压力线位置,技术上讲,如果突破此点位,就意味着反转。      第二根大阴线是1月7日的大跌,当日跌幅达7%,上午10:00就开始进入熔断,收于3125点。如果说,这一次的调整是因为熔断带来的恐慌杀跌,那么,本轮反弹应该会积极向这个位置靠近。      最后一根大阴线是市场底,就是1月26日,当日跌6.4%,当日的指数均价线是2840点,目前已成功突破。      相对而言,创业板综指继续是领先指数,目前已成功越过1月26日的大阴线,转入第二阶段的攻击,目标就是1月7日最后一次熔断的位置区域。     当前行情可以理解为还是空头回补,当交易量迅速飚升的时候,就有调整风险。因为,当前市场心态是很复杂和脆弱的,一旦上攻乏力,大家都会选择走为上策的思维。   投资快报:好,我们还是一步步看较为稳妥。近期外围市场十分动荡,外围股市会不会持续影响A股?     张德良:肯定会。A股的国际化步伐的加快,这种关联度会持续上升。从技术上观察,无论是日经225,还是德国DAX、标普500,其指数波动的大趋势依然属于合理调整的范围,为针对于2013年以来恢复性上涨行情的一次调整,且短期已步入关键区域。     从宏观经济增长框架看,中短期内可排除出现系统性雪崩,主动管理下的汇率剧烈波动也难于出现系统性危机,而黄金、大宗商品、有色金属,也经历八年调整,调整幅度甚至达70-80%的时候,迎来了我国的供给侧结构性改革,对钢铁、煤炭行业主动化解过剩产能,新兴经济体新一轮投资也在提速。就A股而言,2015年煤炭钢铁股已出现大面积巨额亏损,此时的股价调整极易形成底部极端区域,其中,黄金、锌、锗以及维生素、钛白粉等已率先启动。还有一些化工中间体,如浙江龙盛、联化科技等。     投资快报:与2007年之前不同的是,当前新产业浪潮已在全球内形成,从新能源汽车,到大数据、人工智能,再到精准医疗、无人驾驶,产业化浪潮势不可挡。新产业领域的投资重点什么?   张德良:新产业领域的新技术突破方面,可以重点关注的:一个是虚拟现实(VR),像水晶光电、利达光电、联络互动等都是热门品种,大股票是歌尔声学、大华股份等。其次是人工智能(含自动驾驶),科大讯飞、四维图新等,大数据与之密切相关。此外,新能源汽车,已全面得到产业政策支持,近日央行等部委发布的金融支持工业若干意见,就非常明确新能源汽车的重点支持地位。     同样,传统产业升级也具有很大潜力,像体育、教育、影视文化和健康养老这几个新消费领域,隐含中长期投资机会。代表品种包括莱茵体育、银润投资、万达院线、凤凰股份等。现实生活中也已感受到新消费的热度,像光线传媒投资的电影《美人鱼》,票房收入直破19亿,现在的年青一代,房子是买不起,只能看看电影、打打球了,还有就是在线教育、在线游戏,像电竞也在持续升温。 新浪声明:此消息系转载自新浪合作媒体,新浪网登载此文出于传递更多信息之目的,并不意味着赞同其观点或证实其描述。文章内容仅供参考,不构成投资建议。投资者据此操作,风险自担。 进入【新浪财经股吧】讨论相关的主题文章: