How To Choose A Contrarian Variety At A High Level?

Rising, continue to maintain a slow uptrend trend, but the real estate stocks and bank shares trend differentiation, real estate stocks began to show a short-term adjustment trend, the market is facing the early high point came out in September, 25 days, Hong Kong, Beichen and Germany cotton will be concentrated on the issue, the main factor of Tuesday's rise is the purchase of new shares the day before yesterday, the short term investors to clear the stock of the action is obvious, this column found that although the stock index is more and more high, the hottest species defense tastes heavier and heavier, unlike the May non-ferrous metals, aerospace industry and machinery manufacturing varieties highly praised, and now it is tilted to the undervaluation of the value defense, the market's conservative mentality is not consciously reflected in the plate, value investment is the key choice. Wednesday's market was boosted by the B-share market and rebounded by big market capitalization and blue chip varieties.

Willing to invest in listed companies for a long time, the market base of maximizing shareholders' interests is not strong enough, and the securities market has also played a major role in decentralization and dissolving the risks of state-owned enterprises. The 98 year's iron and steel stocks are listed on the stock market, and the listed banks are now concentrated on the market. The financial burden and the concentrated risk of the long-term backlog on the government are gradually dispersed. Secondly, it is the return of shareholders. Therefore, China's value investment is characterized by Chinese characteristics. We must take the market game into account and take account of the components of the policy game. As a result, the stock index has been innovating for a long time, but the capital flow is the low price variety. Value investment is based on shareholder value theory. The goal of an enterprise is to create greater value and more profits for shareholders, thereby making shareholders more valuable.

　　考虑到了政策压力之下宏观经济增速减缓的因素,逆势品种必须是第四季度能够在业绩上不受宏观调控影响,市场未来的上涨动力来自上市公司业绩不断提高,半年报显示上市公司业绩今年半年增长17％,明年整体还会有17％-20％的平均涨幅,重点企业可能会超越这个数字,而这些企业就是未来一段时间我们要重点布局和挖掘的品种,以制造业为例,家电行业经历了长期的下跌之后股价已经相当便宜,而资源价格的下降为他们提供毛利率回升的空间,过去三年饱受成本挤压之苦和残酷的市场竞争,一批行业巨头脱颖而出,今年冰箱销售量剧增100％,空调销量也稳定增长的情况下,加上消费升级需求的拉动,他们的业绩在第四季度和明年都将有上佳表现,其中突出的上市公司就有G美的 （000527 ）,和G格力 （000651）可以关注；

Technically, the stock index has been pushing up the market and gradually increasing the selling pressure, and the index is approaching the previous high point. The volume of the market has begun to enlarge. From the point of view of the box structure, this point is also a high-risk area. But the bull market complex urges the market to completely reverse the trend. It needs a process. The stock shows that the more active factors are, the less active the factor is. After all, the long vacation and the industry will follow, plus the weekly index gradually approaching the overbought area, and the operation is still on the sidelines.