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本周两市强势上行,在金融、地产以及绩优蓝筹股的带动下,上证指数实现了5000点大关的历史性突破。但5000点之后市场何去何从,两种代表性的观点可见一斑:中金认为A股泡沫化倾向较高,但华尔街投资大师则认为6000点前是安全区域。在目前点位下,市场分歧加大在所难免,短期的震荡也是可以预料的。但在操作策略上,我们认为二线蓝筹股和前期涨幅落后于大盘的品种仍有较大表现机会。金融、地产以及钢铁、有色金属、煤炭、机械、医药等板块的个股将继续轮番表现,建议投资者跟随主流热点,在震荡中选择攻守兼备的优质个股。
The two cities this week, a strong upward move, driven by financial, real estate and blue-chip stocks, the Shanghai index reached a historic breakthrough of 5,000 points. However, after 5000, the market goes from where two representative views can be seen: CIC believes that A-share stocks tend to have higher levels of inflation, but investment gurus on Wall Street think that the security zone before 6000. At the current level, it is inevitable that market disagreements will increase, and short-term shocks are also expected. However, in terms of operational strategy, we think there is still a big chance of performance of second-tier blue-chip stocks and the products whose growth lags behind the broader market earlier. Financial, real estate and steel, non-ferrous metals, coal, machinery, pharmaceuticals and other sectors of the plate will continue to turn performance, it is recommended that investors follow the mainstream hot spots in the shock choose both offensive and defensive stocks.