CITIC Securities Research Report said that the Politburo meeting released a more positive policy signal, and the improvement of the real economy is expected to boost the price of upstream resources and lead the sector to return to the uptrend. It is suggested to focus on three main lines: 1) improving the fundamentals of general steel, coking coal, copper-aluminum basic metals and chemicals with strong consumption attributes; 2) Bonus varieties such as crude oil and thermal coal under favorable market liquidity; 3) Growing varieties such as lithium and rare earth under the favorable market style.Analyze market hotspots, daily limit stocks, analyze northbound funds, industry funds and other content tips! Next, please look at the key points:ⅴ) Institutional viewpoint
ⅴ) Institutional viewpointRecord of resumption of trading on 12.11: The three major indexes were mixed and continued to fluctuate.Analyze market hotspots, daily limit stocks, analyze northbound funds, industry funds and other content tips! Next, please look at the key points:
In terms of industry funds, as of the close, the net inflow of communication equipment, optics, optoelectronics and consumer electronics ranked high, of which the net inflow of communication equipment was 2.365 billion.Ⅲ) Individual stock analysisIn terms of industry funds, as of the close, the net inflow of communication equipment, optics, optoelectronics and consumer electronics ranked high, of which the net inflow of communication equipment was 2.365 billion.
Strategy guide
12-13
Strategy guide 12-13
Strategy guide
Strategy guide
12-13