Do Not Blindly Invest In The Two Major Stock Picking Ideas After The Rally.

After Thursday's rally, the Shanghai and Shenzhen performances on Friday were more cautious and the market was in the process of dressing up as a whole.

On the whole, the performance of financial stocks was stable on Friday, and the performance of small cap stocks was rising. The atmosphere of the whole market was mainly in the shock consolidation after the strong rise.

However, judging from the atmosphere of the market on Friday, it is still a strong state. In the future, we can choose stocks from two angles.

The fluctuation of the market in these two days is relatively large, and a large part of the reason is that the trend of bank shares fluctuates greatly.

From the integrity of the market.

Bank stocks have more recent impact on the broader market.

This period of time in the process of market adjustment, the old bank shares have hit a new high, which is very beneficial for stabilizing the market.

However, bank shares rose to this position, and there are still more opportunities.

For the understanding of banking stocks, the most fundamental point is from the valuation point of view.

Although the share price of bank shares has gone up for a relatively high period, the price earnings ratio of most banks is below ten times from the perspective of price earnings ratio. This level of earnings is attractive enough for the two cities, so even if the stock price has accumulated a certain increase, the industry will still have more opportunities.

Another way of stock selection is to pay dividends.

On Thursday, the Shanghai Pudong Development Bank's interest rate in the market was greatly improved.

In the future, many banks have entered the dividend payout stage of the annual report one after another. The banks with high dividend rate are likely to get the high attention of the market again. Therefore, the stock selection according to the dividend rate is quite reliable in the near future.

Recent fluctuations in brokerage stocks are also relatively large, on the one hand, the fundamentals are relatively unfavourable information, on the other hand, in the two cities, brokerage stocks have gone out of the good market.

Now, the most fundamental view of our securities companies is that the industry is becoming more and more strict, and even some important brokerages have been fined. However, strict supervision has provided a good way for the development of the industry.

It can be said that the development of the securities industry to this stage, strict supervision is an obstacle to the late development.

It seems that after the regulatory storm, the brokerage industry has the opportunity to face important development opportunities.

From a technical point of view, on Friday, a typical example is that CITIC Securities has broken through the annual line. It is expected that other brokerages will follow suit later.

From the weekly chart, a lot of brokers' weekly KDJ also appeared golden crossover, which is also a good technical signal. Therefore, the leading securities companies with outstanding performance are expected to have a good opportunity in the future market.

There is a clear pattern of differentiation in the stock market of the central and Xiong new area. The stock market of Jidong, such as Jidong's equipment, business and environmental protection, has seen a weakening trend. The leading stocks in Beijing, such as CREE, are still strong, and the opening of the giant rigging is directly restricted by the capital.

The overall Xiong an plate, after nearly a period of repeated activity, is still able to drive the popularity of the market plate, although the current trend of differentiation, but for the operation of the Xiong theme stocks, do not chase the whole increase or larger stocks, focus on the plate low and stagnant stocks.

Shanghai has pointed out three Lian Yang, but its turnover has obviously weakened. The 5 day moving average has a trend of upward trend. The short-term operation is in good condition. Judging from the 30 minute small scale, the KDJ index has the trend of downward movement of the dead fork. In addition, the K-line has been in the consolidation state after the short run up to the previous high point, and has been able to break through the actual needs in the short term. On the gem side, the pace of the concussion has continued, the pressure of the upper moving average is larger, and without the impetus of the hot plate, the short term want to break through is really not suitable to pay attention to the pressure above the 5 day moving average.

For more information, please pay attention to the world clothing shoes and hats and Internet cafes.