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多重利好推动股市大涨
本报济南7月7日讯 受上周末多重利多因素的作用,今天沪深两市大盘略为高开,在奥运板块的快速带动下,大盘步步向上攀升,让投资者喜迎"红色星期一"。盘中钢铁、金融、地产板块也全面反弹,最终上证指数收于2791.85点,涨4.59%,直逼2800点。
济南一位老股民王先生在接受记者采访时说:"短短三个月,股指跌幅已接近六成,物极必反,不需要任何理由,没有只跌不涨的股市"。
与老王的观点不同,业内人士普遍认为今日大涨的原因是多重利好出现。首先是上周新华社时隔16年之后再发重头文章,明确指出A股已经过度暴跌,随时可能纠偏。同时沪深300的动态估值已经低于美国股市,暴跌的平安、招行等A、H股价已经倒挂。
近日,国务院总理温家宝在江苏、上海调研时,强调要"积极应对各种复杂局面的挑战,推动经济又好又快发展"。中国证监会主席尚福林也在不同场合多次表示"要全力维护资本市场稳定运行"。
有的证券分析师就此认为,管理层的表态向市场传递了对股市的呵护态度,显示了政府保持经济平稳快速增长、维护金融稳定的决心,也使投资者心态逐渐"趋暖",是促使市场7日强劲反弹的一个重要因素。
从资金面来看,尽管大盘股的发行并未停步,但一度被市场视为"洪水猛兽"的"大小非"减持压力则有趋缓的迹象。继三一重工(行情 论坛 资讯)表示全流通后"承诺不减持"之后,截至7月4日,沪深两地上市公司的"大小非"作出自愿锁仓承诺的公司已达18家,其中主板13家,中小板5家。这使得市场对于"大小非"的恐惧心理有所缓解。
而且,上市公司半年报披露也已拉开帷幕。截至7月6日,沪深两市共有585家上市公司发布2008年半年报业绩预告,其中预增304家、预盈58家、业绩预告向好公司(预增和预盈)占比61.88%。
虽然利好消息不少,但齐鲁证券分析师盛昕在接受记者采访时说,近期全球经济未见明显的转好信号,相反,为抑制通货膨胀席卷全球的加息浪潮仍在延续。全球经济衰退和资本市场动荡仍将影响我国股市。尽管从估值角度分析,沪深股市已经处于历史低位,中线投资价值逐步显现,但受资金供求关系影响,股市的短期表现仍然疲软。他认为,股指由前期的大幅度下调,可能演化为有涨有跌的拉锯状态,但个股行情逐步活跃,短线机会逐步增加。他建议投资者用适量仓位短线操作旅游、农业、传媒、节能环保等热门板块,仓位不宜过半。(大众日报 记者 王爽)
郑重声明:本站所载内容不作为投资依据,仅供参考,据此入市,风险自担。
Xinhua News Agency hinted that high-level multiple positive attitude to promote the stock market up
Multiple significant positive contribution to the stock market up
Jinan on July 7 last weekend - the multiple benefits of multiple factors, today's Shanghai and Shenzhen exchanges market opened slightly higher in the Olympic plate driven by the rapid, the market climbed up step by step, so that investors celebrate the "red week 1. " After the iron and steel, financial, real estate full plate also rebounded, eventually Shanghai Stock Index closed at 2791.85 points, up 4.59 percent, Zhibi 2800 points.
Jinan investors an old Mr. Wang in an interview with reporters, said: "a short period of three months, the indexes have fallen nearly 60 percent, extremes meet, do not need any reason, not only the stock market was up or not."
Pharaohs and the different perspective, the industry generally rose today that the reason is a multiple positive. The first is the first time in 16 last week, after the first article of heavy, clear that the A shares have plummeted over at any time may be corrective. At the same time the dynamic Shanghai and Shenzhen 300 valuation has been lower than the stock market, the collapse of peace, to move such as A, H shares has been inverted.
Recently, Chinese Premier Wen Jiabao, in Jiangsu, Shanghai research, stressed the need to "actively respond to the challenges of various complex situations, and promote economic development又好fast." The China Securities Regulatory Commission Chairman Shang Fulin has said on many occasions "to go all out to safeguard the capital market and stable operation."
Some analysts believe this, the management attitude to the transfer of the stock market's care attitude, shows that the Government maintain steady and rapid economic growth, the determination to maintain financial stability, so that investors gradually mentality "Qunuan" is to promote Market rebounded strongly on the 7th an important factor.
From the surface of the funds, despite the issuance of stock market did not stop, but once the market as a "scourge" of "non-size" the reduction of pressure are signs of slowing down. Following Sanyizhonggong (Market Information Forum) said that after the full circulation "promised not to underweight", as at July 4, Shanghai and Shenzhen listed companies to the "size of a" voluntary commitment Suocang the company has reached 18, Which motherboard 13, small and medium-5. This makes the market for "non-size" to ease the fear.
Moreover, Ban Nianbao disclosure of listed companies has also started. As of July 6, the Shanghai and Shenzhen exchanges total of 585 listed companies published in 2008 Ban Nianbao performance notice, of which 304 by the PWC, Yu Ying 58, giving notice to the good performance of the company (by the PWC and Yu Ying) share of 61.88 percent .
While good news, but do not Qilu Securities analyst Xin-sheng in an interview with reporters, said that the recent global economic no obvious turn for the better signal, on the contrary, to curb inflation sweeping across the world to raise interest rates is still continuation of the wave. Global economic recession and the capital market turbulence will affect China's stock market. Although the valuation point of view of the Shanghai and Shenzhen stock market has historically low, the investment value of the center line gradually appear, but the financial impact of supply and demand, the stock market's short-term performance remains weak. He believes that stock prices down significantly from the early, there may be up for the evolution of the see-saw or a state, but the market gradually active stocks, short-term opportunity to increase gradually. He suggested that investors with short-term operation moderate positions tourism, agriculture, media, energy conservation and environmental protection, such as hot plates, positions should not be more than half. (Wang Shuang public Daily News)
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