June 5, 2018 feichang 0Comment

Comments received: stock index insurance keep 2900 points mark the hot column capital flows thousand thousand shares of stock on the latest rating diagnosis simulated trading client Sina Level2:A shares of sina finance: App speed Kanpan live on-line bloggers to tutor today flush index showing the overall downward trend of a concussion, theme stocks misfiring gem refers to, led by the three major stock indexes. On the surface, today’s early morning air force breakdown after 2900 points to establish today’s weak pattern, afternoon stock index continued weak finishing, but there was a slight rebound in late. At the close, the Shanghai index insurance to keep 2900 points, gem index fell by over 1%. Hot plate: annual 2-5 month is ST (including *ST), the high incidence of reaching for the stars hat in the future in March will usher in the st plate, "hat stars" tide, affected by this, *ST network, *ST south, *ST Xia off, *ST Guangxia etc. st stocks closed limit; the coal sector continues to color yesterday’s strong performance; great energy, rising colored, Shenhuo shares strong sealed daily limit; the liquor sector is also more resilient, Tuopai willing trading strong, Laobaigan wine rose. In addition, gene sequencing, titanium dioxide, robots have more resistance performance. News: 1, 23 March, according to Bloomberg, the Commission [micro-blog] President Barack Liu Shiyu said, the current main task is: strict market supervision, thorough investigation of market manipulation, and actively guide the external funds into the market. 2, with the "1+N" policy has been launched, state-owned enterprises reform into full implementation stage. Relevant departments will be held recently for state-owned enterprises "ten pilot reform" held a press conference, or will start the second batch of state-owned enterprise reform pilot. The reform of state-owned enterprises will further increase the intensity and depth of this year, ten pilot from the point to the surface is fully open, mergers and acquisitions, mix change, employee stock ownership, the overall market will accelerate the exploration and other fields. At the same time, the pilot of local reform will be further promoted and entered the actual operation stage. 3, 23 March, during the brewing investment loan linkage policy in the supervision department, the commercial bank’s financial capital equity investment activities has been carried out by curve in collaboration with PE VC, some institutions, some simply secretly set up seemingly no Equity Association, is actually the affiliated enterprise investment platform, it is difficult to achieve risk isolation. At present, the CBRC has stopped commercial banks to apply for private equity funds license, but also shows cautious attitude to supervision. 4, 23 March, the CBRC responsible person admitted before the downward pressure on the economic impact of bad loans and follow-up is still facing more upward pressure, increasing pressure on credit risk control. But at the same time, the banking industry to deal with the risk of adverse "prepared" "measures": on the one hand, the risk compensation capability remains stable and dynamic for more adequate; on the other hand, regulators have explicitly introduced a number of measures this year, to further enhance the banking risk loss absorption capacity. 5, the central bank [micro-blog] open market today will be 130 billion yuan, 7 days reverse repurchase operation, the bid rate of 2.25%, and the last flat. In addition, the public market today has 390 billion yuan reverse repurchase (7 days, 30 billion yuan, 28 days period theory)

收评:沪指险守2900点大关 热点栏目资金流向千股千评个股诊断最新评级模拟交易客户端 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   同花顺   今日指数总体上呈现出震荡向下的趋势,题材概念股集体哑火,创业板指领跌三大股指。盘面上看,今日早盘空头发力击穿2900点后便确立今日弱势格局,午后沪指持续弱势整理,不过尾盘稍有反弹。截止收盘,沪指险守2900点,创业板指下跌超1%。   热点板块:   每年的2-5月份是ST(包括*ST)公司脱帽摘星的高发月份,未来3月将迎来st板块公司的“脱帽摘星”潮,受此影响,*ST云网、*ST南化、*ST霞客、*ST广夏等多只st概念股封涨停;煤炭有色板块继续昨日强势表现;大有能源、广晟有色、神火股份强势封死涨停板;白酒板块也较为抗跌,沱牌舍得强势涨停,老白干酒大涨。另外,基因测序、钛白粉、机器人均有较为抗跌表现。   消息面上:   1、23日讯,彭博社称,证监会[微博]主席刘士余就任后表示,当前主要任务有:严格监管市场、严查操纵股市、积极引导外部资金入市。   2、随着“1+N”政策相继推出,国企改革步入全面实施阶段。相关部门近日将针对国企“十项改革试点”召开发布会,或将启动第二批国企改革试点。今年国企改革力度、深度将进一步加大,“十项试点”将从点到面全面推开,并购重组、混改、员工持股、整体上市等多个领域将加快探索。同时,地方改革试点也将进一步推进,进入实际操作阶段。   3、23日讯,在监管部门酝酿投贷联动政策期间,商业银行理财资金已用曲线方式开展股权投资活动,有的与PE VC机构合作,有的干脆暗中设立看似没有股权关联、实际是关联企业的投资平台,难以做到风险隔离。目前,银监会已叫停商业银行申请私募基金牌照,亦显示监管的谨慎态度。   4、23日讯,银监会相关负责人日前坦承,受经济下行压力影响,不良贷款后续仍面临较大的上升压力,信用风险管控压力加大。但同时,银行业应对不良风险“有准备”也“有措施”:一方面,风险抵补能力仍保持稳定,“以丰补歉”准备较充足;另一方面,监管层已明确今年将出台多项措施,进一步提升银行业的风险损失吸收能力。   5、央行[微博]公开市场今日将进行1300亿元7天期逆回购操作,中标利率2.25%,与上次持平。另外,公开市场今日有3900亿元逆回购(7天期300亿元、28天期3600亿)到期。   总体策略:   昨日市场再度启动了以供给侧概念为首的权重股,但是普通投资者很难参与到这种行情中去,大家觉得只是赚了指数却没赚钱。在这样的行情中,不要跟随指数涨跌而频繁切换多空观点,应该还是坚持入场前的思路,选择有业绩和基本面支撑的板块面对这样的行情,像虚拟现实、st摘帽等板块中,耐心等待后市场将出现轮动机会。因此,高仓位的投资者可以趁反弹将仓位降到中性或将结构调向均衡,低仓位的投资者可以少量加仓参与,但都不宜去“搏出位”或追求“一击制胜”。 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: