Throughout November, the A-share market was depressed first and then raised, and rare earth, e-cigarette and other sectors were active. How to find opportunities in December? As of November 30, 10 securities companies had announced their monthly investment portfolio in December, involving food and beverage, non bank, electrical equipment and other fields.
which stocks get the most roll calls?
According to incomplete statistics, among the "gold stocks" list of securities companies, Kweichow Moutai Co.Ltd(600519) and Contemporary Amperex Technology Co.Limited(300750) were recommended by institutions the most, both of which were recommended by three securities companies. The two stocks rose by 5.73% and 6.38% respectively in November.
In addition, East Money Information Co.Ltd(300059) , Zhejiang Hangke Technology Incorporated Company(688006) , Longi Green Energy Technology Co.Ltd(601012) , Luzhou Laojiao Co.Ltd(000568) , Anhui Zhongding Sealing Parts Co.Ltd(000887) were recommended by two securities companies.
In terms of rise and fall, Anhui Zhongding Sealing Parts Co.Ltd(000887) rose 37.7% in the month, and the latest closing price was 23.67 yuan; Longi Green Energy Technology Co.Ltd(601012) fell more than 10% in the month to 87.42 yuan.
how can I go in the future?
Looking forward to the future, securities companies generally believe that the market will fluctuate upward, and the fermentation of new strains is expected to bring opportunities to the market.
Ping An Securities pointed out that the bottom of the market is supported by the improved economy month on month, steady and loose liquidity, the central bank's monetary policy implementation report releases a wide credit signal, and the market as a whole is expected to fluctuate upward.
China Industrial Securities Co.Ltd(601377) said that under China's epidemic prevention mechanism, it is difficult for overseas new mutants to cause a systematic rebound of China's epidemic situation. Referring to the market performance during the previous rounds of overseas new strain fermentation, if the global turmoil leads to short-term fluctuations in a shares, it is a buying point worth grasping.
Shanxi Securities Co.Ltd(002500) believes that considering the background of downward fundamentals, relatively abundant macro capital and neutral and cautious sentiment, the systematic risk and overall opportunity of the A-share market are small, and the index trend is upward.
which industries are the most popular?
In the allocation direction, most securities companies are optimistic about the opportunities of the new energy sector. In addition, securities companies continue to be optimistic about the repair of value stocks and recommend technology stocks, military stocks, etc.
China Industrial Securities Co.Ltd(601377) pointed out that in the whole cross year market, science and technology innovation is still the main theme. With the macro environment gradually entering the stage of "wide currency and stable credit", the market style will further favor high prosperity and high growth science and technology innovation and science and technology.
Shanxi Securities Co.Ltd(002500) said it would continue to pay attention to the key directions of new energy vehicles, such as middle and upper reaches, photovoltaic, high-end equipment manufacturing, semiconductor, military industry and so on. Combined with the performance price ratio of individual stocks and leading attributes, the left layout is appropriate, and gradually intervene in the undervalued and slow repair sectors such as communication, household appliances, medicine and securities companies.
Guosheng securities proposes to focus on three main lines:
(1) The short-term offline consumption and travel chain may be impacted by emotions, but the core contradiction of A-Shares is not outside. Under the trend of steady growth and monetary and credit stability, we will continue to be optimistic about the repair of value shares in the medium term, recommend food and beverage and consumer services for large consumption, underestimate the value, and pay attention to banks, state-owned enterprise developers and power operation;
(2) The direction of new infrastructure development is to promote new energy infrastructure: scenery, energy storage and UHV;
(3) Upstream cost reversal auto parts, machinery, and independent main line military industry.
Support Maotai! Securities companies released gold stocks in December, and the cross-year market layout is like this
The list of gold stocks in December is coming! Institutions ahead of the layout of "spring agitation" are still optimistic about the growth of small and medium-sized enterprises
Gold stocks released in December! 7 companies are favored by many institutions. Do you have a position
(First Finance)
