[標的] 0061 寶滬深(多)消失
1. 標的:0061 寶滬深
2. 進場理由
a.基本面:CSI 300目前本益比11.27倍,引述陶冬報告,Q3為長線拐點
第一,消費其實不弱,只是今年消費兩大熱點均不在零售統計覆蓋之下。
第二,出口訂單有所改善。7 8月份時出口訂單下滑十分嚴重,
不過9月之後美國訂單企穩回升,10月份更見急單流入。
第三,房地?市場溫和回暖,房地?建設加速,自從6月中國人民銀行
兩降利息之後,購買力重回房市、成交量大幅上揚,開發商的現金流
得以改善,這兩年房地產的最壞時間已經過去。
b.技術面:突破長線下降趨勢,且拉回有撐。
c.籌碼面:相當乾淨,投信持續買進
d.消息面:我中國死多頭的同學,都已經放棄了
3. 進場價格:13.6 (目標價,突破14後,先看16。)
4. 停損價格:上海綜合指數跌破2000點,或股價跌破12.8。
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