brokerage firms release gold stocks for october: these stocks are strongly supported, optimistic about non-bank and consumer sectors
2024-10-01
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at the end of september, the market ushered in a full-scale outbreak. the shanghai composite index rose by 17.39% during the month, the shenzhen composite index rose by 26.13%, and the chinext index rose by 37.62%. how to find opportunities in october? as of press time, more than 10 brokerages have announced their monthly investment portfolios for october, covering consumption, energy, technology and other fields.
which stocks have received the most mentions?
according to incomplete statistics, among the "golden stocks" lists of various brokerages, catl and midea group are the ones recommended the most by institutions, with both being recommended by 6 brokerages.
in addition, wuliangye, hengxuan technology, zijin mining, and oriental fortune were recommended by three securities firms.
among them, oriental fortune has the largest increase in september, with a cumulative increase of nearly 88%, and the latest closing price was 20.3 yuan. followed by hengxuan technology, which rose nearly 38% during the month, with the latest closing price at 212.38 yuan.
which industries are most popular?
in terms of allocation direction, many securities firms recommend focusing on non-banking, consumer and other sectors. brokerages also recommend focusing on pharmaceuticals, manufacturing, non-ferrous metals and other directions. in addition, the third-quarter performance of listed companies deserves attention.
the research report of china galaxy securities pointed out that in the future, with the joint promotion of multiple factors such as policy intensification and third-quarter performance catalysis, the a-share valuation center is expected to rise. the investment strategy allocated in october should focus on growth value stocks that benefit from policy support and are expected to report three quarterly results. in october, it is recommended to invest in value stocks in sectors such as electric power, non-ferrous metals, non-banks, and machinery.
minsheng securities believes that in the early stages of preventing the downward spiral of prices and demand, it is normal for damaged consumption and manufacturing to rebound significantly, and then the market may return to physical consumption again. at the non-bank financial level, policies support industrial transformation and mergers, and the concentration of securities firms is expected to increase. under the background of guiding medium and long-term funds to enter the market, the "asset shortage" in insurance asset allocation is expected to improve.
everbright securities said that in the coming period, the successive implementation of policies may be an important main line of market transactions. it is recommended to pay attention to pan-real estate infrastructure-related assets that are expected to benefit from the implementation of policies, such as liquor, real estate, and building materials.
the research report of donghai securities pointed out that favorable factors at home and abroad are expected to resonate. both the intensity of the policy and the speed of its implementation have exceeded market expectations, and the strengthening of the countercyclical tone has established the sustainability of the policy. the follow-up focus will be on the increase in fiscal policy. although the performance growth rate of the third quarter report may decline, in the long run, a shares have the power to increase both valuation and performance. you can pay attention to the main line:
(1) the pledge targets that directly benefit from swap facilities are optimistic about the csi 300.(2) under the boost of sentiment, the gem index is relatively more elastic.(3) in terms of industry, pay attention to the securities companies that directly benefit from the increase in market activity, as well as the demand recovery brought about by the expected increase, such as consumer, pharmaceutical and other sectors.
(this article comes from china business news)
