GEM, media stocks plus reorganization boards,?
which is the real hot spot?
Today’s market is actually a strong rise in the context of the continued slump in US stocks. It can be seen that the independence of A-shares is still relatively strong, and the correlation with the trend of US stocks is not large. To be honest, the currencies of the two countries are not freely convertible, and the policy and economic cycles are almost completely different. Therefore, it is basically a matter of imagination to take A-shares in the US stock market. Of course, it is listed in the US. Except for stocks, these stocks are affected by the domestic stock market due to the fundamental influence of the stocks. It is indeed related to many situations in both countries.
Today is a very typical blue-chip platform, the structural market of small and medium-sized singing operas, the best performance of several sectors are: GEM, the index rose by 1.7%, no doubt, in the top five indexes, take the lead, look The rise in the sector’s rising rankings, one is yesterday’s board and yesterday’s daily limit, both sectors’ gains are ranked in the top ten, which means that some stocks in the market’s rising continuity began to improve, no longer a board Pull it up and wait for you to chase in and start to smash. Then, IP realisation and media entertainment, the average increase of both sectors exceeded 4%, ranked second and third in the increase list, in fact, the so-called IP change, in my understanding, in fact, is part of media entertainment.
Then, looking at there are several sections, in fact, one section, there is a section that is expected to restructure. The so-called low-end stocks, do not look at the big name called low-priced stocks, in fact, the real name is called restructuring stocks! Why? Because the price has fallen too low, if it continues to break 1 yuan, it will face the risk of delisting. Even if the market does not delist, the price will fall too much. If the pledge rate of the major shareholders is too high, then it will face the possibility of restructuring. There are also diversified finances. Except for some trust companies, most of them are related to online lending companies and small loans. Related to the company, this country is also rectifying, the reorganization of the drama will not be less; shell resources, needless to say, natural is the object of restructuring, the recent low and low shares the same reason, while the ST sector and risk tips, basically It is a stock with risk of delisting and a key target for restructuring.
Today’s sector gains list:
(Data source straight flush)
So, is everyone more clear about the hot spots in the market?
So, which of these hot spots are more sustainable?
First look at the GEM index, now the index is rising all the way, except for a half-year line that traverses 1500 points, other short-term moving averages are stepped under the closing price. In addition, in the GEM index, many of them are the leaders of the sub-sectors, and have already fallen more, so it is estimated that there will be room for growth in this sector before the launch of Kechuang Board.
Looking at the media sector, this sector has also fallen sharply. Wanda Movies resumed four word-boards. The stock price returned three years ago. The stock price of Light Media is also close to the waist. It is normal to rebound, but for this sector. Personal feelings are not very reliable. The main part of this section is not just needed. The performance elasticity is too great. A film is on fire, and it is likely to make a burst, but it is also possible to shoot a lot of fire, and the money is white. And because celebrities and companies in the industry are the key to paying taxes and paying off, it is still worrying whether they can produce good works at this time. Personal judgment, this section will be short-lived.
What really deserves attention is the restructuring sector. The current policy support is relatively strong. One is the IPO company that can be reorganized after 6 months. It is estimated that this is also to shorten the IPO queuing phenomenon and pave the way for the registration system. Second, local governments, as well as brokers, venture capital, trusts, etc., are all leading the way in demining, so that some companies in danger may be able to come to the forefront; third, the policy also opened the door to refinancing, so these face delisting or A restructured company can also refinance the acquisition of some good assets to a phoenix.
Therefore, among the above three sectors, the most promising is the restructuring of stocks. In line with the logic of optimistic restructuring stocks, it is optimistic about brokerage stocks. If you feel that the brokerage stocks are not good, then the direct brokerage index fund, the risk tolerance, can consider the grade B of the brokerage category.
Some people have said recently that they are optimistic about the concept of high delivery. Personal ignorance, the example of Zhongyuan’s one-yuan stock withdrawal from the market is bloody, and there is another company that is so ignorant and dare to send it high? Therefore, the probability of success in sending a high is very low, one must be sure that the price is high, the second is that the performance is good, and it is very confident. Thirdly, of course, it does not rule out that there are listed companies that use retail investors to promote high-speed transfer. The plan raised the shipment and left, otherwise it is estimated that it will not be done.