China Securities Journal

Interest rate hike is expected to ease the stock market and should not be overly pessimistic.

For the central bank in November 19th announced the increase in the deposit reserve rate again, analysts pointed out that this raised the deposit reserve rate in the expected, but in November twice, the frequency is faster than expected. In this situation, the rate hike is expected to be more moderate in the short term. As the A share market has responded in advance through a sharp fall, the short-term A share market should not be overly pessimistic.

This week, 9 new shares were invited to pay attention to Dahua intelligent and golden ham.

The current circulation period covers 4 small and medium sized board stocks in November 22nd, 23 new stocks in Dalian Port and 24 small and medium sized boards on the 24 day. In terms of fundamentals, Dahua intelligent and golden ham deserve attention. In view of the current market's pursuit of emerging industries, we recommend that investors should give priority to the industry with obvious advantages and benefit from the rapid development of the Internet of things. Secondly, we can consider the golden ham or Tai Ya shares that benefit from the upgrading of consumption.

　 　 Shanghai Securities Daily

Step by step in policy, liquidity stock market should be alert to cumulative effect.

The central bank announced on Friday night that in order to strengthen liquidity management and moderate monetary and credit control, it has raised the deposit reserve ratio of deposit financial institutions by 0.5 percentage points since November 29th. In response, many market participants said that the increase in the deposit reserve ratio basically met expectations, but the "liquidity tightening pressure" caused by the cumulative effect has increased unprecedentedly, and the "negative impetus" to the market is constantly strengthening.

Liquor stocks are highly valued by institutions as the first choice for anti inflation.

The high gross margin makes the liquor industry benefit from inflation. The leading companies with pricing power can not only make up for the pressure of rising costs, but take the opportunity to further raise the price range. Benefiting from inflation, liquor is regarded by most analysts as one of the best options for anti inflation varieties.

　　 Securities Times

Monetary policy moderate tightening of A shares to the good trend does not change

The central bank has raised the deposit reserve ratio for the two time in 9 days. The frequency of adjustment has been rare. This has caused many investors to worry about whether monetary policy will continue to tighten and whether the stock market will continue to adjust. A number of industry experts interviewed by the securities times believe that the monetary policy is limited and the trend of the stock market has not changed fundamentally.

Stock market gray capital lending chain survey: four major channels into scenery

Over the past month or so, A shares have attracted the most attention. In addition to the severe concussion of the 3000 points, I am afraid that it will be a steadily increasing volume. From 400 billion to 500 billion, the figures of all kinds of funds flicker, and these figures often have inextricably linked with the brokerage business department. Internal loans, entrusted loans, borrowed trusts and pawnshop financing, all of which constitute another landscape of stock market capital flows.