European And American Stock Markets Have Gone Out Of The Bull Market, Not To Mention China'S A Shares.

The S & P 500 closed a record high on Monday. The Dow Jones Industrial Average continued to rise on Monday. It was close to the 100 highest point in May 2015, and it is close to 100 points. From a global perspective, the three fundamental changes require great attention.

First, from the middle of February, the three major U.S. stock indexes rose sharply, completely recovering from the loss of land at the beginning of the year, even to a record high.

Hongkong's Hang Seng Index has also bottomed out, especially the Hang Seng Index.

European and Japanese stock markets also rebounded sharply.

Second, commodity prices represented by oil bottomed up, rising far faster than the market expectations at the beginning of the year, indicating that the global economic recovery is expected to increase and the risk appetite of funds is enhanced.

Third, the pace of interest rate hike in the US Federal Reserve slowed down, the US dollar peaked and the RMB exchange rate stabilized and picked up.

These three fundamental changes are the key to pushing the A shares out of the adjustment and regaining the upward trend.

From past experience, the US stock market is leading, and the A share trend is lagging behind.

How can A shares be absent?

The US stock index rose sharply this Monday, especially when the Dow rose to 18000 points, which is close to the previous high of more than 18300, especially when the S & P 500 index has reached a record high. A shares are still on the floor compared with the high point. The historical peak of A shares is 6124. The high point last year was 5178. Now it is just around 3000, so the demand for A shares to increase is relatively strong.

Monday

Early in the colored, military, brokerage and other sectors under the impetus of the upsurge, rushing to more than 1% points, at the end of the market, small and medium-sized stocks appeared diving, driven the market a certain decline, but overall, the volume of trading today showed a relatively large amplification, obviously surpassing last Friday, which shows that the atmosphere of the market has become more and more popular, last week, the market opened a second wave of rebound.

Some investors question.

How long can we run on the top 3000 points? How much is the approximate height? I think we should insist on the principle of buying and selling only under 3000 points, because from the long line of view, under 3000 is a historical bottom.

At the bottom, it may take some time to complete, but it can't be very long at 3000.

The operation on the 3000 point should happen soon.

From the beginning of June, we pointed out that the end of June is a window of upward change.

Because all kinds of external shocks have occurred in June, A shares have completely survived.

The bottom of the "W" type has been formed. The first time the bottom reaches 2638, the second dip is about 2800.

Now the market has started to do more.

In particular, we see that in the first half of the year when the market was adjusted, basically, the Qianhai open-source fund was crying out, and the whole market was pessimistic.

However, from the recent reports from the securities companies, we generally see the three quarter of the market.

That is to say, the number of voices is increasing.

In the first half of the year, I recommend two plates, one is liquor, the other is gold, and in the first half of the year, there are already large excess returns.

But after the disclosure of semi annual reports, many ordinary investors found that the two sectors were very profitable. Now we have a little to catch up with, so we see that liquor and gold have been rising rapidly recently, and many stocks have reached a record high.

In this case, I think the plate must be pformed, and the risk of catching up is bigger and bigger.

I think we can find opportunities from some of the just started sectors, for example, from May, I would like to recommend you focus on the military sector.

Because this plate has been silent for a year, and the recent international situation in some of the turmoil, especially the frequent terrorist attacks, the military unit in the second half of the year should be a big market.

From May 20th to now, many military stocks have risen by about 20% to 30%. It should be said that this sector has started, but we think it is still relatively early, so we can continue to focus on the military sector.

In addition, we can pay close attention to the opportunity of brokers, especially the high-speed rail sector.