Financial real estate still is configuration key
From the point of the fund that announces four quarters to invest strategy partly, industry of financial real estate still gets the favour of most fund, in the meantime, fund rises somewhat to consuming the attention of kind of industry to spend. Yang Jianhua thinks, the main area of finance, landed industry still is being improved continuously, predict these two industries to will continue to surmount the market considerably in the outstanding achievement growth 2008 average level, because this finance and real estate will be bovine city this round,medium long-term key configures breed. At the same time data shows, cool one's heels of bullion gem, car, home appliance, travel, boat is high-grade since this year the demand of consumable is added fast very fast, and the phenomenon that deviates from with this is: Food drink and retail wait for consumption kind the industry runs since this year be defeated by big city. 4 quarters market will enter consumptive busy season, the brand consumable company that accordingly a few have price ability also is the breed that Yang Jianhua configures for a long time.
Researcher Lin Wenjun expresses strategy of Fu Guoji gold, difference of the benefit in adding breath cycle is in future still can continue to expand in 4 quarters, litre of breath of the commercial bank make adjust the effect actively of capital structure remarkable, indebted structure will produce marked change, the abidance that deposit current changes is the new element that supports benefit to differ promotion. Of the bank city was filled with rate level to be in 2008 19-27 times, compare with other industry posture, be in inferior level apparently. The hypothesis that from profit the watch forecasts looks, the base that profit grows is very strong and clear. Accordingly, financial industry is the industry that next phase value, special value state-owned and large bank.
In sea fund is special also point out, september in the market, two industries behave bank and estate not beautiful, run considerably be defeated by the market, but because this appraise is worth appeal,obtain promotion. In consuming large trade to configure, the potential of financial service industry is the greatest, because this considers above all,increase the configuration scale of industry of bank, estate, insurance. Next, the industry will continue related the consumption such as food drink, retail, medicine, car consumption of benefit from benefit from upgrades, because this is short-term,also should increase configuration.