Important: The dominant momentum of the Bor index has been dominated by long for four consecutive days, and this quantitative feature has reappeared after 8 months. At the same time, the number of stocks dominated by long in the entire market for three consecutive days has exceeded 800, and the phenomenon of long aggregation has been concentrated in individual stocks. At this time, what kind of changes will occur in the future dominant momentum of individual stocks in everyone's hands?
June 2017 is destined to be an unusual January. Just kicked off, there are major events at home and abroad.
The first, the British general election, will determine the fate of Brexit
On the evening of June 3, after a large truck in London, England, frantically rammed pedestrians on the streets of London, a terrorist attack occurred in Paris, France, on the 6th, and a man attacked the police with weapons on the notre-dame square of the famous tourist attraction in France. Successive terrorist attacks have made everyone in Europe endanger themselves, and the British people are looking forward to solving problems in the way of Brexit, which can reduce the probability of terrorist attacks in the United Kingdom.
Brexit, in fact, reflects the division of the Western internal camp, coupled with the former ally of the United States is now very unreliable, so both the United Kingdom and the EU countries need to strengthen cooperation with China in order to save their own political and economic situation.
The second is that in the United States, the former FBI director may give Trump a fatal blow and burst out the "Russiagate" fierce material
If Comey really digs up some fierce material and then ignites the fire through the Democrats, then Trump's road to governance is bound to be devastating. In fact, the "Russiagate" incident is only one of Trump's increasingly unpopular manifestations, and since taking office, the various tricks he has made have left him in isolation both domestically and internationally.
A few days ago, Trump publicly despised the leaders of European countries in Europe, accused Germany of being too bad, and directly announced his withdrawal from the Paris Agreement. In the face of all kinds of humiliation, German Chancellor Angela Merkel said sadly that Europe can no longer rely on the United States, and europe must unite itself.
In fact, the nightmare of petrodollar hegemony has begun
In 2016, China has already surpassed the United States to win the title of "king of oil purchases" and become the largest oil importer.
Recently, China began to revise the terms of the crude oil trade agreement with Saudi Arabia, considering a plan to pay in yuan in crude oil trade with Saudi Arabia.
If a renminbi-for-dollar trading system is built between China and Saudi Arabia, the petrodollar hegemonic system that has dominated the world since 1974 is bound to begin to disintegrate, and the international trading system for rmb-settled crude oil will completely subvert the pattern of the global energy market.
At that time, the dollar may be like the pound sterling of the year, with the weakening of national strength, and inevitably lead to the end of hegemony.
Xiong'an concept gorgeous turn characteristic town glory debut
Just after the xiong'an concept rose and fell, the concept of a characteristic town in xiong'an new area began to appear again. From May 25 to May 27, the high-end President Summit focusing on the economy and characteristic towns of Xiong'an China New Area was held in Beijing. The meeting focused on the new economy, new model, the landing of characteristic towns and the integration of Beijing, Tianjin and Hebei, among which the construction of characteristic towns has become a hot spot. The construction of Xiong'an will bring the triple advantages of infrastructure construction, population flow and industrial base to the characteristic town, and the characteristic town will also bring benefits such as green ecology, new employment and industrial upgrading to Xiong'an.
The characteristic town model is a new attempt in the process of new urbanization in China, and it is also an important part of the integration process of Beijing-Tianjin-Hebei and the overall development of urban and rural areas. Next, a number of characteristic towns will emerge around Xiong'an New Area, leading the future development direction of characteristic towns across the country.
The number of listed companies in characteristic towns involving Xiong'an New Area is also quite large, and then we will examine the quantitative characteristics of some of these stocks from the perspective of quantitative data. Let's see if the concept of a characteristic town can be seen again after the concept of Xiong'an?
Let's first take a look at Nanguo Real Estate (002305), the stock from May 15 to May 26, the dominant kinetic energy in ten consecutive trading days showed signs of red and yellow long for nine consecutive trading days, during May 31 and June 1, the stock price appeared more than 10% of the single-day amplitude, but behind the shock its dominant kinetic energy showed a quantitative characteristic of "short kill and quick compensation". Since June 2, the dominant momentum of the stock has once again shown a state of long convergence. The stock price has hit a new high since November 2015.
Looking at the quantitative characteristics of Huaxia Happiness (600340), which has been operating in Beijing-Tianjin-Hebei, the dominant kinetic energy data of the stock has once again shown signs of red and yellow dominance, in this case, the dominant kinetic energy data of the stock has changed, and the overall number of days and strength of the long dominance are steadily enlarging. Therefore, in the future, as long as the characteristics of this long momentum remain unchanged, the stock price is more likely to continue to strengthen.
At present, the first batch of 82 characteristic towns announced by Hebei includes 30 creation class lists and 52 cultivation list, in these 82 lists, Baoding City's Baigou Characteristic Commercial and Trade Town, Dingxing County Intangible Cultural Heritage Town, XiongXian Jingnan Huagu Town, Qingyuan District Good Dream Linshui Town, Langfang City's Bazhou City Football Sports Town, Wen'an County Luneng Ecological Health Town, Gaoyang County's Pangkou Agricultural Machinery Commercial and Trade Town, Cangzhou City's Suning County Huasi Fur Town, The 10 characteristic towns of Renqiu City, traditional Chinese medicine culture town and Baiyangdian Water Town style town in Renqiu City, are all near Xiong'an. This investment opportunity can be combined with quantitative data.
Bor Center for Quantitative Research
Bor (China) Customer Service Center
2017-06-09