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cailianshe news, september 2 (reporter gao yanyun)the big data of brokerage gold stocks in september is out. as of september 2, 44 brokerage research institutes released gold stocks for august, with a total of 441 recommendations, excluding duplicates, for a total of 288 targets; 63 recommendations for 31 gem stocks; 41 recommendations for 32 star market targets, an increase of 13 times and 8 targets from the previous month, respectively, with a target recommendation increase of 33.33%; 38 recommendations for 29 hong kong stocks, an increase of 15 targets, an increase of 107.14%; and 4 etfs were recommended.

there is one stock recommended by 12 brokerage firms at the same time, namelybyd；

there is one stock recommended by 11 brokerage firms at the same time, namelysungrow power supply；

there are 2 stocks recommended by 8 brokerage firms at the same time, namelycatl、midea group；

there are 3 stocks recommended by 6 brokerage firms at the same time, namelychina mobile、china pacific insurance、luxshare precision；

there is one stock recommended by all five brokerage firms, namely tencent holdings;

there are 8 stocks recommended by 4 brokerages at the same time, namely zijin mining, cnooc, xinyi sheng, sany heavy industry, muyuan foodstuff, lingyi intelligent manufacturing, haiguang information, and alibaba-w;

there are 18 stocks recommended by three brokerage firms at the same time, namely china coal energy, china national control technology, petrochina, sinopec,ping an of china, china construction, yto express, xinhecheng, wen's shares, wanhua chemical, shenzhou taiyue, shanjin international, narui radar, huali group, guaibao pet, industrial and commercial bank of china, north huachuang, angel yeast;

there are 45 individual stocks recommended by two brokerages at the same time.

the four recommended index funds are: southern csi 1000 etf recommended by northeast securities; china merchants csi dividend etf and huaan gold easy (etf) recommended by zhongtai securities; e fund csi 300 non-bank etf recommended by guoyuan securities. as of june 30, the top ten holdings of this index fund include ping an of china,citic securities, east fortune, china pacific insurance, haitong securities, huatai securities, guotai junan, china life, china merchants securities, and orient securities.

statistics from each city's app show that the electronics industry's recommendation rate is once again leading by a huge margin. the sector has been ranked first in recommendation rate for seven consecutive months. in september, the sector's recommendation rate was as high as 10.88%, 3.17 percentage points more than the second place; at the same time, the recommendation rate dropped by 1.91 percentage points from the previous month.

the mechanical equipment sector continued to recover, and its interim results exceeded market expectations, ranking second this month with a recommendation rate of 7.71%. power equipment continued to rank third with a recommendation rate of 7.03%.

surprisingly, the automotive industry fell out of the top 5 this month, with a recommendation rate of 5.67%, ranking 6th; the military industry, which was relatively popular in the early stage, fell out of the top 10 directly, ranking 12th in september with a recommendation rate of 3.63%;

the industry sectors with a recommendation rate of less than 1% this month are environmental protection and construction decoration, and the steel industry continued to have no recommendations in september.

from a monthly perspective, the popularity of commerce increased by 223.81% in september. excluding the low base of the previous month, this was due to the concentrated recommendations of alibaba. the recommendation rate of non-bank financial services increased by 96.1% in september. the reason for the significant increase was that the insurance industry returned to the public eye under low interest rates. in addition, with the popularity of the first domestic 3a game "black myth: wukong", the recommendation rate of the media sector increased by 50.95% in september.

the five industries with the largest month-on-month decline in industry recommendation are military industry (-38.44%), home appliances (-34.13%), automobiles (-30.89%), utilities (-19.05%), and banks (-17.91%). some analysts said that the confusing performance of the military industry is the reason for the sharp decline in the industry's popularity this month.

seller: if the interest rate can be significantly reduced, it will sound the clarion call for attack

guojin securitiesthe research report believes that if the interest rate can be significantly reduced in september, it will "sound the horn" for the market to attack. recently, the market has paid attention to the possibility of a reduction in the interest rate of 38 trillion existing loans, which is expected to meet the prerequisite of the "market bottom" proposed in the series of reports of guojin securities. maintain the prediction: only if the interest rate is reduced in september, especially the 5-year lpr is more than 50bp, and the export cannot show a significant decline, and the actual return rate of enterprises is kept in a controllable range (-1%-0%), can we see the "market bottom" this year. it is recommended to "trade on the right side of the interest rate cut logic", wait for the interest rate cut to be implemented, and then switch styles, gradually switch from banks and high dividends to consumption, especially the "offense" of small and medium-sized growth. before that, the volatility of the a-share market still has upward pressure, and maintain defense.

qiu xiang, co-chief strategist of citic securities, mentioned in a research report that as september approaches, policies are in the observation period, external signals have become clearer, and the turning point of price signals still needs to be waited for; the three factors of the release of interim reports, the change in dividend expectations, and the easing of market liquidity pressure have jointly promoted the repair of investors' extremely pessimistic sentiment, and the style has tended to be balanced in stages; in terms of allocation, bottom-line dividends, increased allocation to overseas, growth plus domestic demand may be repaired in the short term, and increased allocation still needs to wait for the turning point of price signals.

on the one hand, judging from the progress of the three major signals, domestic demand-boosting policies are expected to be launched in september, and the intensity is expected to be relatively mild; the fed's interest rate cut is clear, and the situation of the us election is clearer; price signals are temporarily difficult to see a turning point, and more positive factors need to be accumulated to completely reverse expectations. on the other hand, from the perspective of the driving factors for the repair of market pessimism, a-shares will temporarily usher in a performance window after the mid-term report season risks are resolved; with the expansion of the scope of huijin's increase in holdings and the intervention of the central bank on the yield curve, the consensus expectation of bullish dividends has been temporarily broken, and the style will usher in a phased balance; the pace of foreign capital outflow has slowed down significantly, and the market liquidity environment is expected to improve.

according to a research report by cicc, the market is expected to stabilize marginally in september, and attention should be paid to the progress of the implementation of the policy to stabilize growth. the a-share market has continued to consolidate in a weak position recently. the rotation speed of growth themes is fast and the sustainability is not strong enough. some high-dividend sectors that were relatively strong in the early stage have also experienced a correction. the logic that currently dominates the performance of the a-share market is still that investors are watching the pace and effect of the introduction of policies under the condition of weak demand. the recent marginal changes at home and abroad include: first, the mid-year performance period of a-shares has ended. with the disclosure of the mid-year report, september entered a performance vacuum period, and the fundamental pressure in some fields was temporarily relieved. second, combined with the current economic environment, investors expect further increases in the policy to stabilize growth. third, with the expectation of a us interest rate cut in september, global funds are expected to usher in a re-allocation, which may benefit chinese assets.