本周市场受减持试点影响出现震荡,主力机构继续借助全流通问题对大盘震仓。我们注意到,今年每一波反弹行情的启动,都由银行股牵头,银行股已渐渐的成为新的龙头。由于沪深两只发展银行已经先后启动,短期大盘的强弱将取决于招行和华夏的上涨层次。试点题材不会构成炒做热情由此可 This week the market shocks by the impact of pilot holdings, the main agencies continue to use the issue of liquidity on the broader market Zhencang. We have noticed that the launching of every wave of this year’s rally has been led by banking stocks, which have gradually become the new leader. As Shanghai and Shenzhen have two development banks have started, short-term market strength will depend on the level of rise of China Merchants Bank and China. Pilot theme will not constitute a speculation so enthusiasm can be done