Wait a NPC and CPPCC mechanism just before the repair market investment is restless 大唐双龙传演员表

A shares NPC and CPPCC institutions wait: just before the repair market investment is restless sina finance Level2:A shares Sina Finance: App speed Kanpan live on-line blogger to tutor Ren Zeping reminded investors to grasp before and after NPC and CPPCC (CPPCC on March 3-13 National People’s Congress, March 5-15) game time window. Before and after the two sessions, warm air policy should be taken into account, and attention should be paid to the warm up and discussion of important issues such as supply side reform, steady growth, RMB exchange rate, financial reform supervision, registration system and other important topics before the two sessions. Shenzhen newspaper reporter Chen Xi reported that after the Spring Festival, the market slowed down again." In February 17th, a Shenzhen public fund manager told the twenty-first Century Business Herald reporter that excessive pessimism was temporarily dispersed, and many institutions added some positions. After the opening of the Spring Festival in monkey year, all the way down the A shares finally ushered in a few days of rise, the Shanghai stock index basically stand above 2800 points. Twenty-first Century Economic Herald reporter interviewed a number of institutional investors believe that the market sentiment has improved than before, in NPC and CPPCC before, there are certain market opportunities. Huatai Securities strategy researcher Xue Hexiang believes that the two sessions for A shares, will be an important risk appetite repair opportunities, concerned about the two sessions related plate opportunities, focusing on emerging industries investment opportunities. Entering the two sessions window period? "Several days of continuous trading stocks up, the market enthusiasm to restore some, we judge the two sessions before the market will have some opportunities." Chen Yun, general manager of Asahi asset management, told the economic report of twenty-first Century, "the market is down more than a month before the Spring Festival. Now, as long as the enthusiasm is restored, the market will be better.". In the aforementioned Shenzhen public fund managers seem to fall more opportunities, and now most of the fund managers around the mood to improve, dare to gallon, at least a rebound. In February 18th, Ren Zeping, chief macroeconomic analyst at Guotai Junan Securities, reminded that most of the risk of A shares had been released. Ren Zeping said that due to the Fed’s interest rate hike in March is expected to ease the global market breathing, the stability of the RMB exchange rate, the huge amount of credit, steady growth policy warm air and the two sessions expectations and other factors, the recent market stabilization rebound is the repair of the excessive pessimistic expectations. In this wave of the repair market in the direction of the configuration in the pre growth stocks oversold (risk preference repair), NPC and CPPCC policy theme, yejiyuzeng, supply side reforms, crude oil production is expected. Two sessions are the next important point. "A shares in shock bottoming phase, emotional repair still need time, NPC and CPPCC will be key point." Vanguard fund investment research director Mo Haibo said. Ren Zeping reminded institutional investors, to grasp the time window of the game between the two sessions (CPPCC March 3-13, NPC March 5-15) game. Before and after the two sessions, warm air policy should be taken into account, and attention should be paid to the warm up and discussion of important issues such as supply side reform, steady growth, RMB exchange rate, financial reform supervision, registration system and other important topics before the two sessions. Xue Hexiang believes that the two sessions related to the plate opportunities are focused on emerging industries investment opportunities, including new energy vehicles and intelligent cars, intelligent manufacturing, health care, on the theory

机构静观A股两会前:只是修复行情 投资不宜躁动 新浪财经Level2:A股极速看盘 新浪财经App:直播上线 博主一对一指导   任泽平提醒机构投资者,要把握两会前后(政协3月3-13日、人大3月5-15日)博弈的时间窗口。两会前后政策以暖风为主,要留意两会前对供给侧改革、稳增长、人民币汇率、金融改革监管、注册制等重要议题的舆论预热和讨论。   本报记者 陈浠 深圳报道   “感觉春节后市场又缓过来了。”2月17日,一位深圳公募基金经理对21世纪经济报道记者表示,过度悲观的情绪暂时散去,很多机构都加了一些仓位。   猴年春节开市后,此前一路下行的A股终于迎来数日的上涨,上证指数基本站稳在2800点以上。21世纪经济报道记者采访的多位机构投资者认为,市场情绪比年前已有好转,在两会之前,市场存在一定机会。   华泰证券策略研究员薛鹤翔认为,两会对于A股而言将是重要的风险偏好修复机会,关注两会相关的板块机会,重点是新兴产业投资机会。   进入两会窗口期?   “这几天连续涨停的股票多起来了,市场热情恢复了一些,我们判断两会前市场会有一些机会。”旭诚资产总经理陈赟对21世纪经济报道记者表示,春节前一个多月市场实在是跌多了,现在只要热情恢复,市场就会好转一些。   在前述深圳公募基金经理看来,跌多了就出现机会,现在身边的基金经理大多情绪有改善,敢于加仓,至少博一把反弹。   2月18日,国泰君安首席宏观分析师任泽平提醒,A股大部分风险已经得到释放。任泽平表示,由于美联储3月加息预期缓解全球市场喘息、人民币汇率暂稳、信贷放巨量、稳增长政策暖风以及两会预期等因素影响,近期市场企稳反弹是对前期过度悲观预期的修复。在这波修复行情中,配置的方向在前期超跌的成长股(风险偏好修复)、两会政策主题、业绩预增、供给侧改革、原油减产预期等。   两会是接下来的一个重要时点。“A股处于震荡筑底阶段,情绪的修复仍需要时间,两会将是比较关键的时点。”万家基金投资研究部总监莫海波表示。   任泽平提醒机构投资者,要把握两会前后(政协3月3-13日、人大3月5-15日)博弈的时间窗口。两会前后政策以暖风为主,要留意两会前对供给侧改革、稳增长、人民币汇率、金融改革监管、注册制等重要议题的舆论预热和讨论。   薛鹤翔认为两会相关的板块机会重点是新兴产业投资机会,包括新能源汽车与智能汽车、智能制造、健康养老、节能环保、新材料、云计算大数据、物联网等。   长江证券策略分析师陈果更为乐观,他2月17日表示,这个阶段的A股市场特征可定义为“躁动期”,“躁动期”长度将长于市场一致预期(两会),躁动期未必能持续单边上涨,但主题活跃度高,结构把握的重要性上升。   陈果推荐重点关注四条进攻主线:壳价值凸显的公司、高弹性次新股、军工、最具确定性的迪士尼主题。   技术性反弹?   目前市场情绪有所改善,但还不宜太过乐观。   “只是,这是第二波调整完成后的一次修复行情,别涨着涨着又想多了。熊市的反弹会一波比一波弱,最终缩量缩出一个大跌。全年休养生息。”任泽平如此判断。   智诚海威投资总监张弩2月17日告诉记者,由于市场跌多了,其管理的基金在年前加了一些仓位,目前来看两会之前出现暴跌的概率很低,但操作还是谨慎为主。   张弩担忧的一点是,从目前出来的上市公司年报看,此前“国家队”持有的股份,部分已有明显减持,这是一个不确定因素。   “我们还是把春节后的行情定义为技术性反弹。”陈赟表示,之前市场跌多了,现在并没有更多的坏消息,市场就会自发性反弹,但是两会历来不是一个太好的投资期间,行情空间不大,所以还是要小心一些。   前述深圳公募基金基金经理认为,此前的“十三五”规划、国企改革的预期炒作并没有好的效果,现在两会预计也难出现太好的行情。   “现在乐观的都已经看到了3600点,但我偏保守,现在是五六成的仓位。”这位基金经理表示,宏观经济仍然在下行,从半年的时间维度看,A股难有大的机会,现在还不是下大赌注的时候,反而如果继续走高,可以适当减持。   任泽平认为,至于两会后怎么走,需要继续观察汇率、货币政策、改革、全球市场等因素的变动。我们对有解的问题不担心,比如经济衰退、产能过剩、金融不良等,我们真正担心的是无解的问题,要留意改革的政治经济学条件环境进展情况。   而对于近期与A股走势休戚相关的外围股市的趋势,博时基金宏观研究专题组认为,全球风险情绪短期在回暖,但前景难说彻底反转,预计围绕本月底G20会议前后还会非常扑朔迷离,并隐含更大风险,市场Risk on(高风险偏好)持续的时间应该不会长。   (记者邮箱:chenxich@@foxmail) 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: