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当前投资者应该主要观察的三个市场因素是:一.中国石化及其下属系列子公司的股改方案何时实施;二.资源价格的走势。因为,中国石化的股改方案出台可能意味着新老划断的到来,而资源价格的调整将会打击当前市场上最有人气的资源类板块;三.H股的走势,H股的调整将影响A股的走势。由于近期钢材价格跌势趋缓、煤炭价格保持平稳,投资者应注意近期表现较为平淡的钢铁板块和煤炭板块,如果钢价出现一定幅度的反弹,钢铁板块可能有较好的表现,而这种机会同样可能出现在煤炭板块中。
The three main market factors that the current investor should mainly observe are: 1. When will the share reform plan of Sinopec Corp. and its subsidiaries be implemented? 2. The trend of resource prices. Because, the introduction of Sinopec’s share reform program may mean the new and old cut off the arrival of the adjustment of resource prices will hit the current market’s most popular resource sector; 3. H shares trend, H shares will affect the adjustment A shares of the trend. Due to the recent slowdown in steel prices and the steady price of coal, investors should pay attention to the relatively flat steel plate and coal plate in the near future. If the steel price rebounds to some extent, the steel plate may have a better performance, Opportunities may also appear in the coal sector.