CICC's research report on December 9 said that grasping the "market at the end of the year and the beginning of the year", the A-share "outsole" is taking shape. Looking forward to the market outlook, the positive tone of the Politburo meeting in December is expected to help "the market at the end of the year and the beginning of the year". On the profit side, the recently released PMI, fiscal revenue and expenditure, profits of industrial enterprises, home appliance sales and many other data show that China's economic growth momentum has improved marginally. On the policy side, since the end of September, China's policies have been significantly overweight. Many ministries and commissions have launched a number of steady growth policies around local government debt, promoting the real estate market to stop falling and stabilize, benefiting people's livelihood and promoting consumption, and investors' policy expectations have improved significantly. Considering the current macro-environment at home and abroad, the shortage of effective domestic demand is still the main contradiction, and the marginal increase of overseas pressure is prompting the countercyclical policy to be further overweight. The Politburo meeting will continue to actively set the tone and guide the economic work next year, which will help boost investor confidence.ⅴ) Institutional viewpointⅡ) Plate aspect
..... In terms of individual stocks, the number of rising stocks is close to 2,900, and the number of daily limit stocks exceeds 100. Robot concept stocks remained strong, with more than 30 shares such as Keli trading daily. Consumer stocks once strengthened, and many stocks such as Yiming went up and down. The direction of AI application has fallen back, and Tianyu has a daily limit.Ⅳ) Industrial capital flowⅡ) Plate aspect
..... Industry sectors rose more and fell less, food and beverage, commercial department stores, tourist hotels, beauty care, Internet services and insurance sectors were among the top gainers, while coal industry, precious metals, public utilities and railways and highways sectors were among the top losers. At the same time, the popularity of robots and artificial intelligence has not diminished.Personal re-offer is for reference only.CICC's research report on December 9 said that grasping the "market at the end of the year and the beginning of the year", the A-share "outsole" is taking shape. Looking forward to the market outlook, the positive tone of the Politburo meeting in December is expected to help "the market at the end of the year and the beginning of the year". On the profit side, the recently released PMI, fiscal revenue and expenditure, profits of industrial enterprises, home appliance sales and many other data show that China's economic growth momentum has improved marginally. On the policy side, since the end of September, China's policies have been significantly overweight. Many ministries and commissions have launched a number of steady growth policies around local government debt, promoting the real estate market to stop falling and stabilize, benefiting people's livelihood and promoting consumption, and investors' policy expectations have improved significantly. Considering the current macro-environment at home and abroad, the shortage of effective domestic demand is still the main contradiction, and the marginal increase of overseas pressure is prompting the countercyclical policy to be further overweight. The Politburo meeting will continue to actively set the tone and guide the economic work next year, which will help boost investor confidence.
Strategy guide
12-13
Strategy guide 12-13
Strategy guide
12-13
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13