Liu Minyan:3month6Stock market dynamics: the NPC and CPPCC attach importance to the development of blue chip stocks, and the the Belt and Road and state-owned enterprise reform are still the theme plates

Liu Minyan:3month6Stock market dynamics: the NPC and CPPCC attach importance to the development of blue chip stocks, and the the Belt and Road and state-owned enterprise reform are still the theme plates

The opening of the two sessions shows that the probability of short-term positive returns for the market has decreased according to historical patterns. The author has compiled statistics2007-2016The probability of the Shanghai Composite Index gaining positive returns one month before, during, and one month after the Mid Year and Two Sessions. The probability of achieving positive returns in the month before the two sessions is the highest, only2013Annual market decline, rest9The overall market has been rising every year, and the market's rise over the past month once again confirms this pattern. But during the two sessions, the probability of the market rising has decreased to50%This year's two sessions will take place3month16As the day closed, based solely on historical analysis, the probability of obtaining positive returns in the subsequent market decreases. One month after the two sessions, recently10The probability of achieving positive returns annually is70%。

Therefore, the author infers that the NPC and CPPCC will continue to boost the sector, focusing on investment opportunities in military industry, the the Belt and Road, national reform and air pollution control.

Based on the observation of the prosperity level in the meso data, it is recommended that investors pay attention to investment opportunities in performing stocks in the booming sub industry, with a focus on light industry(papermaking)New energy vehicles(Leading player in the bus and battery industry chain)

Theme investment: "the Belt and Road" and state-owned enterprise reform, as the two themes that I was forced to advocate this year, have shown good performance since their recommendation.

Theme: We suggest paying attention to the "the Belt and Road" and state-owned enterprise reform highlighted in the "Two Sessions" government work report(Especially in mixed ownership reform)And opportunities for themes such as atmospheric environmental protection. The market is born in despair Developing in a state of half belief and half doubt Destroy in the midst of hope As soon as you wash it, it will come out, as soon as it comes out, it will rise, and as soon as it rises, it will catch up!One set is urgent, one cut is urgent, one cut is explosive, one blow is foolish!In fact, stock trading is about mentality, not being greedy or afraid!There are no unprofitable stocks in the stock market, only unprofitable operations!Liu Minyan has a professional teamVL5523。

In terms of individual stocks: Pay attention to secondary new stock brokerage stocks600909!Upward attack opportunity!Secondary startup300299;300128The opportunity for violent promotion!Pay attention to the return of lithium battery stocks002709

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Author: Liu Minyan

Time:2017.3.6