What stocks do the heavyweights include?
Top ten heavyweights:
1, China Petroleum; 2. Industrial and Commercial Bank of China; 3. China Construction Bank; 4. Agricultural Bank; 5. Bank of China; 6. China Petrochemical; 7. China Life; 8. China Shenhua; 9. China is safe; 10, Vanke a.
What is the investment strategy of heavyweights?
1, the market position of heavyweights should be analyzed. No matter how strong a stock is, if the overall market trend or index does not match, or it is in a fairly high risk area, its sustainability is unsustainable.
2. From the variety of A-share market, it is mainly concentrated in super-large bank stocks. Because of its absolute influence on the index, their varieties are still very attractive. In other words, the varieties that have been promoted are concentrated in ICBC and BOC. Therefore, as an investor, it is necessary to carefully analyze its business performance, promotion ability and pricing of similar international varieties. If the business performance is mediocre and the promotion ability is poor, it is too far from the international similar H-share price, and there may be a return after this pull-up; On the contrary, there is still a chance.
Stock market analysis of heavyweights
1. When the capital market is small, generally speaking, after the index rebounds or rises to a higher level, the heavyweights often appear at the top after the stock index rises, and many stocks have been strategically lightened or shipped during the rising of the heavyweights. Compared with the stock market, due to the large proportion of A-share market, the influence of heavyweights pushing up stocks is more obvious.
2. From the development of China A-share market, the concept of market investment has changed a lot. Large-cap stocks with poor performance in previous years are being accepted by market institutional investors and small and medium-sized investors. The increase of these varieties reflects the expansion of institutional investors and the adequacy of funds in the market stage. Due to the absolute influence of heavyweights on the index in the market, the continuous rise of their prices will also bring great value deviation.
3. From the development of the company, the future development of the company is more reflected in the stable development. The possibility of leap-forward development is very low, and the price of A shares is about 30% higher than that of H shares in the same period. This also shows that ICBC is suspected of overvaluation in the A-share market at least at this stage, and it is also possible to raise prices for other institutions or open positions in stock index futures at the end of the year. Therefore, in the short term, especially from the perspective of annual operating performance, it is difficult for ICBC and BOC to improve their operating performance. Once this promotion exceeds or deviates from the investment value at this stage, its downside risk may occur at any time.