天易 发表于 2010-7-6 09:18

<P><STRONG><FONT style="FONT-SIZE: 16px" color=#ff0000>昨日大盘仍然维持弱势，盘中出现宽幅震荡，收出十字星变盘信号。且盘中多次考验2350支撑，尾盘勉强收复。整体来看，大盘目前仍然维持弱势格局，多头做多意愿不强，多以护盘行为为主。今日农行发行，大盘将面临方向选择，密切关注2350得失，多次试探都未能引发多头进攻，需警惕后期出现破位走势。操作上，短线反弹减仓，观望为宜，中线投资者继续轻仓观望，在大盘未能有效企稳前不宜参与。今日压力位2430，支撑位2350附近。</FONT></STRONG></P>
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<P><STRONG>热点掘金：</STRONG></P>
<UL>
<LI><STRONG>中国经济已经进入全面的转型期和阵痛期：</STRONG>经济转型是必需，但这个调整过程将漫长而又痛苦，中国经济的阵痛期已经到来。</LI>
<LI><STRONG>市场供求已经严重失衡：</STRONG>大盘在跌破2500点之后，新股发行不但没有如市场期望的那样放缓，反而在本周新股发行有所提速。</LI>
<LI><STRONG>政策尚未出现放松迹象：</STRONG>当前市场上出现了一些期待政策放松的愿望，但我们认为去年大规模的刺激政策，使目前CPI仍然面临较大的上行压力，而房地产调控政策的效果尚未达到，因此政策没有到放松的时候。</LI>
<LI><STRONG>估值接近底部区域，但调整尚未结束：</STRONG>目前小盘股、创业板股短期仍然面临调整的压力。在今年不断收缩的流动性背景下，市场难言风格转换，金融、地产等权重股不反弹，大盘难有作为。</LI>
<LI><STRONG>防御策略：</STRONG>关注消费概念、旅游概念、以及高铁板块业的相关个股。重点关注：海印股份、中国国旅、中国南车等。</LI></UL>
<P><STRONG>信息快递：</STRONG></P>
<UL>
<LI><SPAN style="FONT-SIZE: 10.5pt; FONT-FAMILY: 宋体; mso-bidi-font-family: 'Times new roman'; mso-font-kerning: 1.0pt; mso-ansi-language: en-Us; mso-fareast-language: ZH-Cn; mso-bidi-language: Ar-sA">今年西部大开发新增<SPAN lang=EN-US XML:LANG="EN-US">23</SPAN>项重点工程总投资<SPAN lang=EN-US XML:LANG="EN-US">6822</SPAN>亿元</SPAN></LI>
<LI><SPAN style="FONT-SIZE: 10.5pt; FONT-FAMILY: 宋体; mso-bidi-font-family: 'Times new roman'; mso-font-kerning: 1.0pt; mso-ansi-language: en-Us; mso-fareast-language: ZH-Cn; mso-bidi-language: Ar-sA"><SPAN style="FONT-SIZE: 10.5pt; FONT-FAMILY: 宋体; mso-bidi-font-family: 'Times new roman'; mso-font-kerning: 1.0pt; mso-ansi-language: en-Us; mso-fareast-language: ZH-Cn; mso-bidi-language: Ar-sA">专家预计二季度<SPAN lang=EN-US XML:LANG="EN-US">GDP</SPAN>增速放缓至<SPAN lang=EN-US XML:LANG="EN-US">10.5%</SPAN>左右</SPAN></SPAN></LI>
<LI><SPAN style="FONT-SIZE: 10.5pt; FONT-FAMILY: 宋体; mso-bidi-font-family: 'Times new roman'; mso-font-kerning: 1.0pt; mso-ansi-language: en-Us; mso-fareast-language: ZH-Cn; mso-bidi-language: Ar-sA">外汇局：“热钱”进入主要目标是股市楼市</SPAN></LI>
<LI><SPAN style="FONT-SIZE: 10.5pt; FONT-FAMILY: 宋体; mso-bidi-font-family: 'Times new roman'; mso-font-kerning: 1.0pt; mso-ansi-language: en-Us; mso-fareast-language: ZH-Cn; mso-bidi-language: Ar-sA">二季度新成立基金<SPAN lang=EN-US XML:LANG="EN-US">40</SPAN>只创新高</SPAN></LI>
<LI><SPAN style="FONT-SIZE: 10.5pt; FONT-FAMILY: 宋体; mso-bidi-font-family: 'Times new roman'; mso-font-kerning: 1.0pt; mso-ansi-language: en-Us; mso-fareast-language: ZH-Cn; mso-bidi-language: Ar-sA"><SPAN style="FONT-SIZE: 10.5pt; FONT-FAMILY: 宋体; mso-bidi-font-family: 'Times new roman'; mso-font-kerning: 1.0pt; mso-ansi-language: en-Us; mso-fareast-language: ZH-Cn; mso-bidi-language: Ar-sA"><SPAN style="FONT-SIZE: 10.5pt; FONT-FAMILY: 宋体; mso-bidi-font-family: 'Times new roman'; mso-font-kerning: 1.0pt; mso-ansi-language: en-Us; mso-fareast-language: ZH-Cn; mso-bidi-language: Ar-sA">汇金可能出资千亿参与三大行再融资</SPAN></SPAN></SPAN></LI>
<LI><SPAN style="FONT-SIZE: 10.5pt; FONT-FAMILY: 宋体; mso-bidi-font-family: 'Times new roman'; mso-font-kerning: 1.0pt; mso-ansi-language: en-Us; mso-fareast-language: ZH-Cn; mso-bidi-language: Ar-sA"><SPAN style="FONT-SIZE: 10.5pt; FONT-FAMILY: 宋体; mso-bidi-font-family: 'Times new roman'; mso-font-kerning: 1.0pt; mso-ansi-language: en-Us; mso-fareast-language: ZH-Cn; mso-bidi-language: Ar-sA"><SPAN style="FONT-SIZE: 10.5pt; FONT-FAMILY: 宋体; mso-bidi-font-family: 'Times new roman'; mso-font-kerning: 1.0pt; mso-ansi-language: en-Us; mso-fareast-language: ZH-Cn; mso-bidi-language: Ar-sA"><SPAN style="FONT-SIZE: 10.5pt; FONT-FAMILY: 宋体; mso-bidi-font-family: 'Times new roman'; mso-font-kerning: 1.0pt; mso-ansi-language: en-Us; mso-fareast-language: ZH-Cn; mso-bidi-language: Ar-sA">农行<SPAN lang=EN-US XML:LANG="EN-US">A</SPAN>股今日网上申购</SPAN></SPAN>

大槐树 发表于 2010-7-6 11:41

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