Tomorrow three conjecture: the market is expected to continue steady – Sohu securities market trend conjecture: stability is expected to continue for 85% reasons: probabilistic description: today is the overall index opened higher trend in early trading stock index opened slightly higher, and then was a higher volatility, stock index rose 3% to 2800 points above, theme stocks strong performance, Shenzhen Component Index and the gem index rose about 4%. On the plate, the biggest gainers are the concepts of network security and electronic Invoicing, and the rising trend of related companies’ stocks is the concept of gold and small metals. From flush (300033, shares) Level-2 instant long short ratio data, the Shanghai Municipal Commission for buying 24 million, selling for 28 million, long short ratio of 0.85, from the data, the Shanghai Municipal buying yesterday increased slightly, the Commission selling is greatly increased, the relative reduction of long and short than yesterday, short-term profit funds out of the market but today, many significant prevail. From the disk, in the management of the stability of the voice of the stimulus, the two cities today staged a broad market, subject weight plates pulled across the board, two cities staged limit tide, money making effect is significant, market sentiment significantly back to temperature. Analysts believe that today’s successful volume rose to stimulate the market sentiment, and the management of the maintenance of stability tone has established the basic policy direction of NPC and CPPCC before the expected short-term stability in prices will continue, investors can actively participate in the current round of market, but do not blindly chase. The Shanghai Composite Index 2836.57 3.29% outlook strategy: today the successful volume rose to stimulate the market sentiment, and the management of the maintenance of stability tone has established the basic policy direction of NPC and CPPCC before the expected short-term stability in prices will continue, investors can actively participate in the current round of market, but do not blindly chase. The flow of capital market funds conjecture: Probability: 80% reasons: description of the stock index in the afternoon is a strong shock of the situation, the three lines were soaring stock index, stock index rose 3% to regain 2800 point mark, relatively strong theme stocks, the gem index rose nearly 4%. By the end of the year, the net inflow of large capital stocks of the CSI 300 index is 8 billion 600 million yuan, and the inflow of funds shows a trend of amplification. The main funds continue to rush to raise the main board market. On the news, the two cities financing balance of the end of the fall of three rebounded slightly, as of 15 may two, a total increase of 3 billion 318 million yuan; Li Keqiang said that when the economy slides out a reasonable range of signs of the hand will act decisively. In the management of the two sessions before the stability of the speech, the two cities today ushered in the general market, the theme of the weight of all stocks pulled up, the entrance of funds outside the obvious, the two cities significantly peatlands. Analysts believe that today’s heavy rise significantly boosted confidence in the market, is expected to attract money in the effect of the short term, the funds are expected to continue to return to the market. Market strategy: today’s heavy rise significantly boosted confidence in the market, is expected to attract money in the effect of the short term, the funds are expected to continue to return to the market, but investors participate in the rebound, pay attention to control the position. Hot conjecture: cement plate layout welcome opportunity probability: 75% reason description: do supply side reform Time will not wait for me. cement industry should build consensus, take the initiative to adjust around.
明日三大猜想：维稳行情有望延续-搜狐证券 大势猜想：维稳行情有望延续 实现概率：85% 原因描述：今日股指整体呈高开高走的态势，早盘股指小幅高开，而后呈一路震荡走高，沪指大涨3%重回2800点上方，题材个股表现强势，深成指和创业板指涨幅约4%。板块上看，涨幅居前的是网络安全和电子发票概念，涨 相关公司股票走势 幅居末的是黄金和小金属概念。从同花顺(300033,股吧)Level-2即时多空比数据来看，沪市委买盘为2400万，委卖盘为2800万，多空比为0.85，从数据上看，沪市委买盘较昨日稍有增加，委卖盘则大幅增加，多空比相对昨日有所下降，短期获利资金流出市场，不过多方今日显著占据上风。从盘面上看，在管理层发言维稳的刺激下，今日两市上演普涨行情，题材权重板块全线拉升，两市上演涨停潮，赚钱效应显著，市场人气明显回温。分析认为，今日放量上涨成功激发了市场人气，而管理层的维稳基调也基本确立了两会前的政策方向，短期预计维稳行情仍将延续，投资者可积极参与本轮行情，但勿盲目追涨。 上证指数 2836.57 3.29% 后市策略：今日放量上涨成功激发了市场人气，而管理层的维稳基调也基本确立了两会前的政策方向，短期预计维稳行情仍将延续，投资者可积极参与本轮行情，但勿盲目追涨。 资金猜想：资金回流市场 实现概率：80% 原因描述：午后股指整体呈强势震荡的态势，三线股指均大幅飙涨，沪指涨3%收复2800点关口，题材个股表现相对强势，创业板指大涨近4%。截止当前，沪深300指数成分股大单资金净流入86亿元，资金流入呈现放大的趋势，主力资金持续抢筹主板市场。消息面上，两市融资余额结束三连降小幅回升，截止15日两市合计增加33.18亿元；李克强表示一旦经济出现滑出合理区间苗头 该出手时会果断出手。在管理层两会前的维稳言论下，两市今日迎来普涨行情，题材权重个股全线拉升，场外资金入场明显，两市明显放量。分析认为，今日的放量上涨明显提振了市场信心，预计在赚钱效应的吸引下，短期内资金有望继续回流市场。 后市策略：今日的放量上涨明显提振了市场信心，预计在赚钱效应的吸引下，短期内资金有望继续回流市场，不过投资者参与反弹注意控制好仓位。 热点猜想：水泥等板块迎布局良机 实现概率：75% 原因描述：做好供给侧改革时不我待，水泥行业应凝聚共识，主动出击，围绕调整结构和优化市场，打好化解水泥产能过剩的“七招”组合拳。文中提到，供给侧改革是化解产能过剩的唯一选择。“十三五”期间，水泥行业尚有20亿―25亿吨的市场需求托底，必须抓住这段调整转型的黄金窗口，坚定不移做好供给侧改革，果断地去产能、调结构，彻底扭转行业命运。如果久拖不决，未来将不再有合理的盈利支撑结构调整，也不再有充足的时间解决过剩矛盾，“十三五”之后，一旦行业滑入减量期，问题积重难返，调整起来会更痛苦。 后市策略：两会期间预计供给侧改革将为重要议题，供给侧改革将加快行业出清，加速行业兼并，水泥板块相关个股有望获得市场关注，投资者可适当布局。相关的主题文章：