What Is The Strength To Support A Shares In The Second Half Of The Year?

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The balance is relatively low in the early stage, but the balance of the two assets has improved recently.

As of July 5th, the two balance of Shanghai and Shenzhen stock markets reported 863 billion 293 million yuan, an increase of 3 billion 492 million yuan over the previous trading day, setting a new high in the past two months.

It is worth noting that the current balance of the two financial balances has dropped by more than 6 yuan over the previous peak of 2 trillion and 270 billion yuan.

With the uncertainty of previous events landing, market sentiment is expected to usher in accelerated repair stage.

"The two balance will return to 860 billion yuan, to a certain extent, reflecting the enthusiasm for investment in the field.

Wen Pengchun, a financial critic, told reporters in a media interview that on the one hand, the market trend in the near future tended to be steady; on the other hand, the relevant uncertainty events affecting the market were significantly reduced. In addition, some stocks with strong margin of investment safety appeared in the A share market, thus strengthening the investment enthusiasm of the investors.

Specifically, in July 5th, the balance of Shanghai's two financial institutions was 481 billion 341 million yuan, the highest since May 16th. The balance of Shenzhen and Shenzhen's two financial institutions was 381 billion 952 million yuan, the highest since January 27th.

Among them, the balance of the Shanghai and Shenzhen two cities reported 860 billion 226 million yuan, an increase of 3 billion 303 million yuan compared with the previous trading day, and the margin balance of the Shanghai and Shenzhen two markets was 3 billion 67 million yuan, an increase of 189 million yuan compared with the previous trading day.

Reporters noted that the two financial balance rose to 2 trillion and 270 billion yuan in June 18th last year after a new high, all the way down, in addition to the A share market continued to decline, regulatory agencies deleveraging and other factors.

Depression also accounts for a greater part of the reason.

Recently, with the gradual increase in the enthusiasm of investors, the increase in the amount of financing is one of the key factors to drive the market up in the near future.

Zhou Longgang analysis said, first of all, the pressure of RMB exchange rate depreciation has been released.

Britain's negative impact from Europe is relatively small, the superposition of Renminbi assets has increased the attractiveness of international investors, and the capital outflow is expected to weaken. Secondly, in July 4th Vanke A resumed, and the market worried that its resumption would fall and the linkage effect would drag on the performance of the capital market. However, whether Vanke A itself or linkage effect, its resumption effect was relatively small, and the market short-term risk will be further released. Finally, the supply side reform, G20 and Shenzhen Hong Kong through the opening of the expected warming, the market hot spots need to continue to ferment.

Yang Delong, chief economist of Qianhai open source fund, told a media reporter that the second half of the year will recover the loss of land at the beginning of the year, which is expected to rebound at a larger level, and that the market style will shift from speculation to stock price speculation.

There are four main reasons for the A share market to strengthen in the second half of the year: first, the domestic monetary policy will remain neutral and loose.

Two, the price of domestic housing and bonds will be peaked, and the investment funds of these products will have the demand for the stock market.

The three is the opening of field funds.

The four is the continuous fermentation of policy benefits, for example, the pensions are expected to enter the market in batches in the second half of the year, and the Shenzhen Hong Kong pass will soon be opened.