[plate]:

The concept of nuclear energy stimulated by good news is huge. Rise Wind power, nuclear energy, geothermal energy, Tianjin Free Trade Zone, liquor and automobiles are among the top gainers. Narrow adjustment of network security, security, securities, media and smart city.

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1. Past meeting New shares The release plan is reported this week.

China Securities Daily reporters 2, informed that the relevant departments recently convened all the leading underwriters of the 83 enterprises to meet, and deployed the newly issued enterprises' IPO work, requiring them to report the IPO plan this week. Some investment bankers expect that enterprises that have been approved before and after new year's day will have to supply materials and report before December 20th this year. Regulatory authorities stressed that the accuracy of information disclosure should not be sacrificed in a hurry.

2, the central bank four initiatives to support the Shanghai free trade area exchange capital account opening up.

The people's Bank of China issued 2 opinions on financial support for the construction of China (Shanghai) free trade pilot area, and the four initiatives support the construction of the free trade area. First, we should explore the facilitation of investment and financing exchanges, promote the capital account convertibility process, further expand the opening up of the pilot area, and support enterprises to go out. The two is to expand the cross border use of RMB so that enterprises and individuals in the region can make flexible use of their currencies for cross-border transactions, reduce exchange costs and reduce exchange rate risks. Three, we should steadily push forward the marketization of interest rates, speed up the reform process and support the development of the real economy. Four, we should deepen the reform of foreign exchange management, further reduce administrative examination and approval, and gradually establish a corresponding foreign exchange management system.

3, the bank preferred stock barriers cleared or need to wait until the first quarter of next year.

The preferred stock is finally coming. However, compared with other types of listed companies, there are still many problems to be solved in issuing preferred shares in the banking sector. The industry expects that even if regulators issued relevant rules and guidelines in the near future, the issuance of preferred shares in the banking sector will still take place until the first quarter of next year.

4, PMI reveals that the economy is still recovering. Next year's restructuring will be the primary goal.

Although HSBC's PMI value was slightly callback in November, it was revised 0.4 percentage point to 50.8% over the initial value of 50.4%, combined with the 11 month's PMI, which was unchanged from last month, indicating that the real economy is still recovering and the overall economic situation is optimistic.

5, 63 GEM companies issued annual results notice, 6 net profit rose more than 100%

Data show that as of December 2nd, a total of 63 GEM companies released the 2013 annual performance notice. From the early warning type, 12 of the 63 companies increased by 15, and the first 8, the first one was the first, and the 4 was the loss.

　 [ Delite Viewpoint:

Today, the market is still digesting the bad news of yesterday's market, and the overall downturn will continue. The sharp improvement of blue chip stocks is a major feature of today's disk. The gem index has plunged more than 4% in the intraday market and rebounded in the wake of the rebound in the main board market. In view of the excessive growth of GEM stocks over the past year, Jufeng investors suggested that investors should seize the chance to rebound and change positions.

There are still better trading opportunities in event opportunities and annual reports. Today, the concept of stocks such as geothermal energy, nuclear energy and other stocks rose sharply, and the sharp rise of agricultural products and agricultural stocks is a good policy for gambling on the first document, and it also has a certain defensive nature. The rise of the two or three line blue chips, such as electricity, steel and household appliances, has placed a deep defensive mark on the short-term market.

After the baptism, the market will welcome the new upsurge. However, the screening of stocks should be cautious.

The current market is highly similar to the trend after July 9th. It is expected that after a breakthrough of 2200 shocks, a new round of inflation will be launched, but the short term is still constrained by the pressure of 2270.27 points. Downward, the market still has 2170 support points. The restart of IPO will dominate the short-term market performance, and the market will move out of the market trend.

In view of the short term upward pressure on the market, Jufeng Ding Zhenyu advised investors to pay close attention to defensive varieties, such as agriculture, consumption, retail department stores and so on. It is expected that such stocks will have good performance opportunities before the arrival of the peak season of consumption at the end of the year.