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...... The three major A-share indexes were mixed today. As of the close, the Shanghai Composite Index rose 0.29% to close at 3,432.49 points; Shenzhen Component Index rose 0.33% to close at 10,848.42 points; The growth enterprise market index fell 0.11% to close at 2261.58 points. The turnover of Shanghai and Shenzhen stock markets reached 1.78 trillion yuan, shrinking by over 400 billion compared with yesterday...... 1) The four benefits are concentrated! Artificial intelligence, ups and downs, robot concept stocks are repeatedly active.
In terms of net outflow, the net outflow of software development, Internet services and special equipment ranked first, of which the net outflow of software development was 7.788 billion yuan.I) market reviewRecord of resumption of trading on 12.11: The three major indexes were mixed and continued to fluctuate.
..... 2) More positive policy signals are expected to drive the market for resource goods.ⅴ) Institutional viewpoint
Strategy guide 12-13
Strategy guide
Strategy guide 12-13
Strategy guide
Strategy guide 12-13
Strategy guide
12-13
Strategy guide
Strategy guide
12-13