Stock Market Investment: Opportunities Will Continue To Emerge After The Great Earthquake

Short term head construction may have begun. From the panic at the beginning of the week to the next excitement, investors experienced a strong spiritual baptism. The painful lessons of some financiers tell us that excessive greed will not lead to good results. After this risk education, we have become more conscious. Many investors are already planning to reduce their positions if the stock price rises back to the previous high, especially the famous securities companies and finance companies Big blue chips 。

From the perspective of trading volume, recently, the trading volume of brokerage stocks, insurance stocks and banking stocks has been huge, but the stock price has been difficult to rise, which indicates that the differences between the trading parties have begun to increase. At the same time, in recent trading days, except for the sharp decline in the financing balance of leading securities companies such as CITIC Securities, the financing amount of most financing varieties remained high, and did not release risks. These individual stocks drive the index obviously, so it is expected that the index will have a high probability of making a head in the short term.

There is no doubt that a large number of funds have entered the market. With the active market, the pace of various funds entering the market is accelerating. Although the market was shocked in the short term, the trading volume did not shrink rapidly, indicating that the entry of OTC funds was continuous. At the same time, most of the funds entering the market do not dare to take advantage of the big blue chips such as brokers and banks that have already reached the sky, and they still want to seek a profitable way out in the future. Therefore, the overall adjustment of the overall market will not be large. Many institutions investor The purchasing power of passive configuration is relatively strong. In the medium term, the market will continue to walk the road of capital bull market after the rest.

The current hot spot has turned into an undervalued growth blue chip. With the release of annual reports in succession, we will find that even the valuation of securities companies whose performance has multiplied is not cheap, let alone some large "blue chips" whose performance has declined significantly. Many funds began to buy undervalued growth blue chips with real investment value, such as medicine, commercial retail and other growth stocks with a P/E ratio of less than 20 times. The weekly performance of these stocks was outstanding, indicating that the market has a strong ability to self correct. This trend will continue to the annual report and quarterly report period of the first quarter, which is one of the sectors we can participate in.

annual report High dividend Or continue to be sought after. As the registration system nears, the value of shell companies is declining, and the standard of truly valuable companies will further rely on the cash dividend rate. Especially at the moment when the high transmission news of playing digital games is flying everywhere, the future valuation of a high dividend company that continues to grow will continue to grow.

Pay attention to emerging industries with a truly profitable blue ocean, especially the football industry in the sports economy. Recently, a series of policies are being transformed into real corporate profits and corporate values. The companies involved will face a vast blue ocean of profits, which is the basis for ensuring that we can obtain excess returns. China has a large population base, and the value of the football industry should be several times that of the European and American markets. At present, many companies are involved in this process. I believe that the process from concept to value will be very short, and investors should pay attention to it.