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对于1月的股市,我们建议重点从结构调整的角度来分析,其中行业的趋势变化是引导结构调整的主线,分别为:对于07年业绩的判断;行业趋势的分析;淘汰落后产能、节能减排带来的行业变化。另外,大小非的解禁流通对部分股票也会带来结构调整的短期压力。
For the stock market in January, we suggest that the focus should be analyzed from the perspective of structural adjustment. Among them, the trend of the industry is the main line to guide the structural adjustment. They are: Judgment of 2007 Results; Analysis of Industry Trends; Elimination of Outdated Production Capacity and Energy Savings Industry changes caused by row. In addition, the size of the non-ban on the circulation of some stocks will bring short-term structural adjustment pressure.