国金证券(600109,股吧)财富管理中心分析师 马晋

Countries gold securities(600109,guba)Wealth management center MaJin analysts

　　消息面：货币政策将持续微调 年内降息可能性大降；姜洋：全力维护资本市场稳定健康发展；我国将引导符合条件外企境内上市；APEC宣言预警世界经济下行风险；本周两市20家公司19.74亿股市值228.55亿解禁。

News surface:Monetary policy will continue to cut interest rates adjustment years likely drop;JiangYang:To maintain the capital market stable healthy development;China will lead to meet the conditions of the domestic listed foreign company;APEC declaration warning the world economy downside risks;This week two city 20 companies 1.974 billion stock market value 22.855 billion lift the ban.

　　盘面动向：周一主要市场指数全天窄幅震荡，收盘微涨。成交量同比萎缩超两成。上涨个股占比仍高，建材、机械、有色金属、军工和物联网等板块总体涨幅居前，物流、煤化工、农业、保险、银行和电力类股弱于大势。盘面看，上周五收出长阳后，今日大盘出现一定的整理走势，但市场人气已被有效激发，35家个股涨停，此前领涨的基建相关个股保持了活跃，银行、保险等金融股有所休整。操作策略上，大盘重心保持上移，此前的单日大涨引发了一定的获利要求，但消息面保持偏暖，市场的悲观预期较前期改变，在此背景下，板块热点的轮动表现可期，短线继续乐观，建议重仓积极参与反弹行情。

Disk trend:On Monday the main market index range trade all day,Closing up.Year-on-year turnover atrophy over twenty percent.Rise of stocks than is still high,Building materials/mechanical/Non-ferrous metal/Military and physical networking, etc in the overall rise before,logistics/Coal chemical industry/agricultural/insurance/Banks and power stocks weak in half.Disk see,Last Friday after the out changyang county,Today the market appears the certain trend of consolidation,But the market popularity has been effective excitation,Thirty-five stocks harden,Previously brought up infrastructure related stocks to keep the active,The bank/Insurance and other financial stocks have rest.Operation strategies,Grail center of gravity to keep up,Previous single day of caused a certain profit requirements,But news surface keep slant warm,The market pessimism is expected early change,In this context,Plate hot wheel dynamic performance can be expected,Short term continue to optimistic,Suggest heavy warehouse active participation in rallies.