[Five poor six seven turned over] 3 experts dismantling the “five poor month” curse! Master super good two sections one can still chase behind!

Hello everyone, I am Shin Yi

“Five poor months” and kill it! Will this year's “May Poor Month” spell continue to be fulmined?

This episode of Niu Tongsheng listen to several experts analyze this year's “May poor month” market trend and see what their heart water promotion!

(There are no five poor) have the opportunity to half, this year the market atmosphere is biased towards optimism.

The main reason is that the market fell very crippled last year, not to consider the past “five poor months” situation.

Secondly, important negative news has been digested, and the model “turned over” will only appear in large Internet stocks.

Ma Yun returned to China last month, market excitement,$Alibaba(BABA.US)$Want to split,$JD-SW(09618.HK)$spin-off and so on.

These news pushed up the Hang Seng TECH Index last month, and this type of company may have a profit taking.

In terms of Hong Kong stocks, the major investment opportunities are in large state-owned enterprises. Although the prices of large state-owned enterprises such as telecans and three barrels of oil have risen much from year to date, these opportunities can be deployed in the next two months if they are not listed strategically.

Although this price even rose a lot, but relatively before the historical highs, I think the discount is still very big.

I rarely invest seasonally based on these effects (five months). (Season 2) I would start from two perspectives:

First, macro, it is important to pay attention to when to cut interest rates.

Rate hike to 5%, the market has long been digested, and the market is now looking to cut interest rates, whether the market is as bearish as last year, but not so pessimistic. But there are no stimulants. For example, a lot of water discharge, or a significant rate reduction, there are no very good factors.

On the other hand, pay attention to local market capital flows or derivatives data.

I prefer to pay attention to the CBBC distribution map. In the last month, CBBC has been half distributed, and there is no obvious direction at the moment. Markets will still fluctuate narrowly in the second quarter. US ten-year bonds began to fall, seeing rising stocks or assets inversely proportional to interest rates. For example, gold can be noted that it can hold gold, or hold shares related to the bullion industry.

After listening to several experts, I felt that it was not enough throat. Want to know you are only interested in stock experts? But the analytics features of a traditional investment account may not satisfy you?

Cattle to help you solve this problem!

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After selecting stocks, click “Analysis”, and then click “Fundamentals”, you can see the analyst's view of the company's fundamentals and stock prices, and refer to the degree of recommendation of stocks.

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