The weather in Lanzhou next week

Nowadays, many shareholders pay attention to investment safety.

I can only give you a recent investment direction. Now the industrial adjustment, business and consumption sectors are relatively hot.

The market of agricultural stocks has passed.

However, the market has fluctuated greatly recently, so it is recommended to wait and see for the time being.

It's not too late to look at Caijing. com and learn some financial knowledge about investment.

/There is something you want in it.

Three conjectures of the stock market next week: negative suppression of rebound space

Conjecture 1: Does bad information inhibit the rebound space?

Probability: 65%

Comments: Although the A-share market rose sharply this weekend, two bad news can not be ignored: First, the pace of expansion is fast, not only Everbright Bank issued, but also a large number of new shares were filed on the GEM and SME board, which aggravated the shortage of short-term funds; The second is the policy expectation of the real estate industry. The CBRC stressed that commercial banks will start a new round of mortgage stress tests, suggesting that it is difficult to relax the current real estate regulation. Therefore, although the market tends to rebound, the space is relatively limited.

Conjecture 2: Is there any potential for agricultural stocks to be tapped?

Probability: 70%

Comments: The recent news that Russia will restrict grain exports means that the global grain supply pattern will undergo major changes. Disastrous weather affects the harvest of crops, and it will also raise the price increase expectation of agricultural products (00006 1). As a consumer variety, agricultural stocks are expected to generate investment opportunities. It is suggested to track Longping Hi-Tech (000998), Fengle Seed Industry (0007 13) and Hu Da (600257).

Conjecture 3: Is there room for growth in the business sector?

Probability: 65%

Comments: At present, there are two incentives for the repeated activity of commercial stocks, one is inflation expectation, and the other is the improvement of income structure. At present, there is indeed a strong room for growth in the commercial sector, among which second-and third-tier commercial stocks in the central and western regions can be actively tracked, such as Nanning Department Store (6007 12), Friendship Group (600778), Commercial City (600306), Lanzhou (600738), Youa Shares (002277) and Tong.

Guess 4: Do the new features of new shares bring new opportunities?

Probability: 70%

Comments: Recently, new shares are expected to be active repeatedly, and the capital flow has gradually shifted from strong cyclical stocks such as real estate stocks to emerging industry stocks and consumer stocks. The main components of new shares are consumer stocks and emerging industry stocks, so the change of capital flow has greatly promoted the revaluation of new shares. In the process of market deduction, new shares gradually formed two new characteristics. First, the new shares with excellent performance in the semi-annual report often have outstanding performance; Second, strong new shares often enter the adjustment stage quickly after rising by 20% to 30%. Therefore, in operation, investors are advised to track two types of new shares. One is the outstanding new shares in the semi-annual report, such as Zhongyeda (00244 1), Giant Star Technology (002444) and other stocks; The second is to pay attention to the high-quality new shares arranged sideways, such as Tianma Refinery (002453), Yunnan Germanium Industry (002428), Jiangsu Shentong (002438) and other stocks.