Stock Market Outlook: How To Balance The Size And Size Of Stocks?

Fengshui turns around, small and medium-sized enterprises continue to take the lead, Shanghai 50 continues to callback, and the familiar taste of technology stocks, new high and high delivery is back.

How will the blue chip market end? How should we take account of the size of the stock market? The gem and the CSI 500 index all hit a new high this month, while the previous Shanghai leading 50 generation and Shanghai and Shenzhen 300 continue to fall.

From the stock can be seen, two cities 8 or more stocks rose, the opportunity to make money is greatly increased, for shareholders, of course, is good.

Before the blue chip led the index up, but many people are holding small cap stocks, and did not earn any money.

The current market style has obviously shifted to small cap stocks. After the capital outflow of blue chips, the market did not flow out of the market, but rather to the small cap stocks. This is a good phenomenon. The 28 round of inflation is healthy.

On the one hand, the blue chip callback is a continuation of the first two days of decline. On the other hand, it is affected by the Fed's interest rate increase, which indirectly brings pressure to domestic interest rates, and the main direction of bank credit is large enterprises. Interest rates are rising now, and if they continue to rise, they will be directly affected.

In addition, at 4:30 in the morning of June 21st,

Whether it will be included in the A shares will be announced. Because of the relatively high probability of inclusion this time, blue chips will rise ahead of the favorable results ahead of schedule.

In accordance with the law of the stock market, good profits are bad, and capital withdrawal is normal.

But after all, this is a short-term event. If it is really included, it will be good in the long run. If it is not included, it will only be a short-term weakness. The main force to promote the blue chip increase is domestic capital, and if the overseas capital is optimistic.

There is no need for MSCI to be included. In fact, a lot of capital has been inflow through the channels of Shanghai Hong Kong and Shenzhen Hong Kong.

Compared with the previous continuous high innovation, Shanghai 50 has not yet been callback to the 20 day line, and the callback range is not very large, within acceptable limits.

And it is difficult to judge whether the style of blue chip has changed. After all, from last year to now, it will not change easily for a short time, so there will be no big room for further development. Once the small and medium sized enterprises are going up, the blue chip is likely to make a comeback.

After next week's MSCI incident is clear, the blue chip adjustment can be reconfigured.

Therefore, the current strategy can still adhere to the medium and long line blue chips, the principle of short and medium and small businesses.

For positions, 40% can be configured.

30% took part in the rebound of small cap stocks, and another 30% held cash for flexible use. They could not only make bands on blue chips, but also track hot spots on the market for ultra short lines.

From the hot plate, technology stocks, new high, high pfer and other familiar plates have come back, we can sort out the previous popularity of the stock market, all sectors of the industry leading shares, historically more active stocks, are expected to be active again.

Especially after the market has warmed up, it has become more sensitive to fundamentals and can pay more attention to favorable sectors and stocks.

Although the RMB exchange rate has undergone a gradual appreciation, the cost of maintaining its appreciation is higher and higher. In the future, allowing the exchange rate to go down appropriately, reducing the tension of exchange rate, helping to allow more market leading exchange rates, and also helping to grasp the initiative of domestic interest rates.

Therefore, my judgement of the RMB exchange rate will be biased in the next six months.

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