Gem Will Gradually Restore Resilience.

　　 Holiday news review:

Holiday news is: December 2014 China The index of non manufacturing business activities was 54.1%; the purchasing managers index (PMI) of China's manufacturing industry was 50.1%; the stampede in the Bund, Shanghai, resulted in 36 deaths and 47 injuries; the standard of social security payment base for many years was higher than that of the rest of the world; the aviation fuel surcharge was lowered again from 5 to 10 yuan on the 5 day; and the tax rate of coal resources in Shanxi was 8%.

　　 Game analysis next week:

One of the basic characteristics of the current round of rebound is that the market of blue chips, represented by banks, insurance and brokerages, is limitless, which is mainly due to the absolute increase and absolute valuations of these sectors, and the market is not to split stocks, but to look at the plate market. From this perspective, this round of market capitalization is more like the "big size" game of Macao casinos. If you "big", only do large cap stocks, you will bet on the right, and earn. If you are "holding small" and stick to small cap stocks, you will be wrong if you bet. Only from the perspective of valuation repair, the market has been completed, but there are Blue chip Bubble components, but in such a capital driven, emotionally driven bull market, we can not measure the value of the stock market. We do not exclude that large cap stocks will have opportunities to rise under capital push, but they are already at the end of the market, making stocks. The most important thing is foresight. If you chase big blue chips at this time, it must be a "sentinel" material. Therefore, from the market point of view, the market is expected to gradually enter the calm period after the new year's day.

Next week's trend: high Interval Oscillation next week interval: 3200-3280 point risk level: position control: 50% operation strategy: after the new year's day, the market is expected to gradually enter the calm period of style. For those who do not participate in blue chips, they do not have to rush blindly to catch up. Instead, they actively transfer to the new high growth stocks with a rise in performance.

Two. plate Opportunities: big blue chips or stagflation holding low price overhang up the stock market Wednesday hotspots analysis review: industry sector index rose more or less. Brokerage, banking, nuclear power, nuclear concepts, railway infrastructure and other sectors are among the top gainers. Media entertainment, silk road, immunotherapy, rare-earth permanent magnet and electricity supplier concepts are among the top ones.

On Wednesday, capital flows in and out of the sector: in terms of industry capital flows, there are 11 industries with net inflow of capital and 14 industries with net outflow of capital. Among them, the real estate flows into capital 3 billion 929 million, become the most concerned industry; information service outflow funds 1 billion 349 million, there is a clear phenomenon of capital flight.