Pattern of how to deal with extreme twenty-eight

 How to deal with the extreme financial confidence, leading to market capital flows again into chaos. In the short term, momentum investors should certainly be concerned about the trend of the weight of a clear blue chips, while the medium and long term investors have another world.
continue to monitor the weight of short-term blue chips < br> in the major proportion of the index weight, the proportion of the financial sector have accounted for the absolute, including CITIC Securities (stock bar, market, information), China Merchants Bank (stock bar, market, information), Industrial and Commercial Bank (stock bar, market, information) China Life Insurance (stock bar, market, information), etc.; addition to the financial sector, the more concentrated in the upstream industry (raw materials, energy, transport class), such as Baosteel (stock bar, market, information), Chalco (stock it, Quotes, News), Wuhan Iron and Steel shares (stock bar, market, information), China Shenhua (stock bar, market, information), etc.; and real estate classes only Vanke A (stock bar, market, information) and Poly Real Estate (stock bar , quotes, information); consumer services category is China Unicom (stock bar, market, information), Suning Appliance (stock bar, market, information), Maotai (stock bar, market, information) and so on. Currently these weights blue chip most of the region have begun to beyond a reasonable valuation, from the trend point of view, they are under the same conceptual theme of the funds into the promotion, in which stock index futures to become one of the most important factors.
before the launch of stock index futures soon, many funds are like that: buy now heavyweight, at least in the introduction of means can be achieved by means short of locking the risk of locking in profits or opportunities. Therefore, even if the current valuation level is not low-heavyweight, but the futures hedge tool in the overall valuation levels in the context of high prices, key configuration heavyweight is still worthy varieties. While the above reasoning is not entirely correct, but the weight has been conceptualized blue chips, has entered the capital, driven by the trend of speculation, we only can with them. In addition to the index, the RMB appreciation also contributed to the severity. Meanwhile, the weight of blue chips, the number of the central enterprises listed companies, large shareholders have a lot of advantages assets, strong market is expected to achieve the overall market process, market significant increase in company value will appear.
non-strategic concerns
heavyweight worth worrying is that some people think that there will be long-term But I think it is a strong blue-chip market weight more money from the promotion of conceptual themes, therefore, become clear as the subject matter, themes of power will be weakened subsequently. Meanwhile, two groups from the characteristics of the adjustment period is also corresponding conclusions can be drawn.
We found that the weight began to promote the blue-chip theme of area. If at the end of stock index futures, the weight may be adjusted into a catalyst for blue-chip as a whole. and this corresponds to non-weight species peak appeared in the really let the market feel that the performance of non-heavyweight, it may appear in the first quarter of next year. In other words, the recent market blue chips remained on the weight rather than weight species may enter the midst of low cycle. In fact, recent Many varieties of Japanese stock prices have been adjusted to 250 years near the line, is once again caught in the technical meaning of the junction of State Contracts, based on long-term trend remains unchanged, in line position for most varieties, should have very strong support.