brokerage firms' september gold stocks released: these stocks are strongly supported, optimistic about the consumer and technology sectors
2024-09-01
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the market continued to fall in august, with the shanghai composite index closing down 3.29% for the month. how to find opportunities in september? as of press time, more than 10 brokerages have announced their monthly investment portfolios for september, covering multiple fields such as consumption, energy, and technology.
which stocks received the most mentions?
according to incomplete statistics, among the "golden stocks" lists of various brokerages, byd has received the most institutional recommendations, with recommendations from four brokerages.
in addition, sungrow power supply and ping an of china both received recommendations from three brokerages, while catl, china pacific insurance, cnooc, north china resources land development and many other stocks received recommendations from two brokerages.
among them, sungrow power supply had the largest increase in august, with a cumulative increase of more than 11% and the latest closing price of 77 yuan; the company with the largest decrease was north huachuang, with a cumulative decrease of more than 7% in august.
which industries are most popular?
in terms of allocation direction, many brokerages recommend paying attention to home appliances and technology. in addition, brokerages recommend paying attention to high dividends.
zhongyuan securities pointed out that as domestic macro-control expectations increase and stable growth policies continue to be implemented, the market is expected to stabilize and rebound. it is recommended to pay attention to sectors such as chips, home appliances, electricity and utilities, nonferrous metals, and media.
everbright securities recommends that you focus on the direction of high dividends. from a historical perspective, except when the stock market rises rapidly, the csi dividend index may not have excess returns. at other times, the csi dividend index often outperforms the overall market. from the current situation, the possibility of a rapid rise in the market is relatively low, so it is expected that the direction of high dividends is still worthy of long-term attention.
donghai securities said that the disturbance of short-term performance factors will soon subside. due to the previous continuous reduction in volume, the market fluctuations caused by policy expectations may become more obvious. however, overseas liquidity is about to reach a turning point, and the domestic monetary policy space is expected to open up, and incremental policies can be expected. the main lines to pay attention to are:
(1) valuation adjustments are relatively in place. the technology industry, which will drive the transformation of new and old economic drivers in the medium and long term, is beneficial to the science and technology innovation 50 as the yield of overseas us treasury bonds is on a downward trend.(2) gold, which has both safe-haven and financial attributes, may still have the potential to rise.(3) in terms of industries, we will focus on the key areas of policy support in the second half of the year, such as consumption, home appliances, machinery and other related sub-sectors.
(this article comes from china business network)
