Day letter investment ample liquidity in the market valuation of repair

Day letter investment: ample liquidity in the market valuation of repair in the hot part of the flow of funds shares thousands of stocks the latest Rating Rating diagnosis simulation trading client Sina Level2:A shares of sina finance: App speed Kanpan live on-line blogger to tutor Jiang law day letter investment January new credit and social financing scale both hit a single month record. Central bank [micro-blog]2 16 released the latest data, in January, China’s RMB loans increased by 2 trillion and 510 billion yuan, an increase of more than 1 trillion and 40 billion yuan; social financing scale increments of 3 trillion and 420 billion yuan, both higher than market expectations. In January 2016, credit increased by 2 trillion and 510 billion, while in the past three years, the average value in January was only 1 trillion and 300 billion; in January this year, social financing increased by 3 trillion and 420 billion, and the average value in the past three years was only 2 trillion and 400 billion. This time, in January, new credit increased suddenly, capital was profit driven, when the inflow of funds to A shares, will naturally lead to the rise of the stock index. And a lot of money will continue to enter the market after the year, which also provides a good external environment for the recent stock index continuous upward. The pendulum effect exists in the market, and when the intrinsic value of the stock is undervalued, the valuation restoration mechanism will naturally start, while the decline of the market before the year is the process of releasing the risk and squeezing the bubble. Of course, in the latter few trading days rising faster, today’s stock index in 2850 near the emergence of a certain finishing is normal. But the market valuation of repair and logic does not change the oversold compensatory growth. Operation, continue to pay attention to underestimate the value of oversold stocks, such as today’s moment limit Chinese MCC is oversold stocks quality model. The exclusion of other circumstances, oversold is a good margin of safety stocks also fell sharply in the process only to be able to remove the valuation bubble. In addition, you can focus on high transfer stocks, such stocks have relatively strong Tianquan expectations, which have strong investment value. Sina statement: Sina published this article for the purpose of transmitting more information, does not mean to agree with its views or to confirm its description. This article is for reference only and does not constitute investment advice. Investors operate accordingly and take risks at their own expense. Enter Sina Financial shares] discussion

天信投资:市场流动性充裕 估值修复进行中 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   天信投资 蒋律   1月份新增信贷与社会融资规模双双创出单月历史新高。央行[微博]2月16日发布最新数据,1月份我国人民币贷款增加2.51万亿元,同比多增1.04万亿元;社会融资规模增量为3.42万亿元,均高于市场预期。2016年1月信贷增加2.51万亿,而过去三年1月均值仅为1.3万亿;今年1月社会融资增量3.42万亿,过去三年均值仅为2.4万亿。   这次,1月份新增信贷突增,资本是逐利的,当资金大量流入A股后,自然会促使股指上涨。而且年后很多资金会陆续选择入市,这也为近期股指连续上行提供了一个良好的外围环境。市场存在钟摆效应,当股票的内在价值被低估过度之后,自然会启动估值修复机制,而年前市场的下跌就是释放风险、挤压泡沫的过程。   当然了,年后者几个交易日上涨速度较快,今日沪指在2850点附近出现一定的整理也是正常的。不过市场估值修复和超跌补涨的逻辑不会改变。操作上,继续关注低估值的超跌股,例如今日瞬间涨停的中国中冶,就是超跌质优股的典范。排除其他情形,超跌就是很好的安全边际,个股也只有在大幅下跌的过程中才能够去除估值泡沫。此外,可以积极关注高送转个股,这样个股具备比较强烈的填权预期,从而具备较强的投资价值。 新浪声明: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: