The Stock Market Is Seldom Volatile, And What Stocks Can Be Bought?

Yesterday, the two cities were not afraid of raising the deposit reserve ratio. After the pair hit a recent high, after 2:30 p.m., with the rapid rise of China Petroleum and Sinopec, small cap stocks, theme stocks and other strong stocks fell rapidly. The market gave people a roller coaster trend, which caused the market to have a big divergence on the following trend.

First is

The second is the appreciation of RMB.

Yesterday, the central parity of RMB against the US dollar was US $1, against RMB 6.6242 yuan, rising by 208 basis points, and a new high since then.

Moreover, moderate inflation will also help to boost the market.

In October, CPI continued to rise by 4.4%. If we want to win CPI, stocks will be regarded as high quality RMB assets against inflation.

From the analysis of the current market situation, it is not necessary to worry too much about the rise of Sinopec.

In the past, the speculation of the so-called "pull pull" index seems to have been deeply involved in the market. This time I saw "Petrochemical double male" pulled up to sell stocks in a hurry like conditioned reflex.

In fact, such inertia thinking is no longer acceptable. The rise of "Petrochemical double male" is not at a high price level, and the sum of pactions is only 3 billion 925 million yuan, which is not as good as any stock in the top three of yesterday's total amount.

During such a rare turmoil in the big market, it is a good time to stick to a firm strategy and to absorb potential varieties.

[radical]

Aiming at "12th Five-Year" plan and high delivery and pfer expectations

In the near future, the "12th Five-Year plan" beneficiary shares and the high dividend anticipation share are starting to rise, and the rise is quite continuous and strong.

Next year is the start of 12th Five-Year. The biggest theme is the structural opportunities brought about by the 12th Five-Year plan, which will benefit from strategic emerging industries, big consumption, high-speed rail and regional economy.

Among them, the seven strategic emerging industries (energy conservation, environmental protection, new generation of information technology, biology, high-end equipment manufacturing, new energy, new materials and new energy vehicles) are expected to become the first hot spot in the market.

Suggestions include: Yi Shi Da, digital video, rip biology, Highlander, rising technology, New Guinea and so on.

In addition, in the annual report quotes over the years, the high pfer rate is most popular.

The market began to "guess" every November, and the related stocks were the most powerful before the launch of the highest pfer plan.

Therefore, when pursuing annual reports, the most important thing is to hide ahead of schedule.

At present, the market for the annual report is expected to send high to the pfer of stocks is gradually unfolding, are potential stocks, listed in order to hype.

In the next period of time, it will be the golden age of high delivery.

Suggestions include: Essence pharmaceuticals, Jiayu shares, new capital, Hua CE film, Huayi Jixin, Yang Pu medical, western animal husbandry and so on.

[conservative]

Nuggets second line blue chip and anti inflation concept

Second tier blue chips have a lower dynamic P / E ratio and have a larger advantage in valuations.

It is easy to become a safe haven in the market shock process, and is loved by steady investors.

We can pay attention to industrial bank, China Railway, Changan automobile, merchants ship, Daqin Railway and so on.

On the other hand, moderate inflation has laid a great foundation for the current market, and we can observe that the price rise of commodities is highly reliable for inflation benefiting stocks.

Of course, the first thing to benefit is resources. Gold, nonferrous metals, petroleum exploration, coal and chemical industries will be very popular. This has been verified in the near future.

However, due to the big increase, resources stocks are in structural differentiation.

Related to the livelihood of the goods are expected to rise, such as agricultural products, agricultural shares, food and beverage shares, pharmaceutical stocks can also be concerned.