随着国有股减持停止消息的公布,“6·24”行情井喷式爆发,已经将市场格局打破,其对未来行情的影响将是积极的,下半年总体仍将以震荡为主,但个股的机会较上半年明显增多,行情将在震荡中逐渐由弱转强。 一、政策面已经发出见底信号 从国有股减持暂停、印花税下调、第八次降息,以及交易佣金制度改革和重新恢复向二级市场新股配售,到最终决定放弃国有股在国内证券市场减持,政策面对市场的影响已经明显出现了一种由前期的逐渐衰退,到后来触底反弹的态势,其标志就是“6·24”行情井喷式的爆发。 分析导致国有股减持最终被停止的原因,可能有以下几个方面的因素:一是持续低迷的证券市场所产生的一系列负面影响正在社会政治、经济生话中逐渐显现,其最突出的问题是 With the announcement of the cessation of state-owned shares reduction, the “June 24” market blowout has already broken the market pattern and its impact on the future market will be positive. In the second half of the year, the overall trend will continue to be volatile. However, Opportunities increased significantly over the first half, the market will be in the turmoil gradually weak turn stronger. First, the policy has issued a bottoming out signal from the state-owned shares suspended, stamp duty down, the eighth interest rate cut, as well as the reform of the transaction commission system and the resumption of the sale of new shares to the secondary market to the final decision to give up state-owned shares in the domestic stock market, The impact of the policy on the market has clearly shown a trend of gradual decline from the early stage and then bottoming out. The sign is the outbreak of the “June 24” market blowout. Analysis of the reasons leading to the end of the state-owned shares was stopped may have the following factors: First, a series of negative effects arising from the continued downturn in the securities market is gradually emerging in the social politics and economy, the most prominent problem Yes