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澳门网上赌博送彩金:Shock market highlights institutional opportunities Large consumer comparative advantage emerges

时间:2018/5/30 18:31:15  作者:  来源:  浏览:0  评论:0
内容摘要: Today, the two cities continued to adjust their positions, and both the long and short sides of the market continued to pluck. The sectors ...

Today, the two cities continued to adjust their positions, and both the long and short sides of the market continued to pluck. The sectors such as intellectual property, new retail, and health were once strong. However, the market sentiment was generally in a downturn. The market finally made a downward move. As of the close, the stock index fell 0.47. %, the turnover of the two cities is only about 400 billion yuan.

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For today's market and outlook, the institutional outlook is as follows:

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Shanxi Securities : Continue to search for certainty under the concussive structure

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The short-term market will continue to exhibit turbulent prices. The main drivers for the upward trend are the economic outlook exceeding expectations, the relaxation of monetary policy and the resolute attitude of high-level domestic demand expansion. The downside factors are mainly seen in the spread of credit risk, the complex international economic situation and shrinking demand. In terms of industry allocation, we continue to recommend investors to (a) lower valuations (major finance), (b) limited production of environmental protection (strong cycles), and (c) inclusion of A shares in MSCI (Medicine, Food Drinks ). Configure it.

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Wanlian Securities: It's time to focus on the changes in the market after MSCI

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The credit risk on the internal level has increased; on the external, concerns about the tightening of the Fed currency continue to plague the market. At the same time, Trump's erratic diplomatic rhetoric has also aggravated risk aversion among global investors. With these factors intertwined, the weak market is inevitable, but these factors are not enough to break the pattern of the A-share range. In the short term, apart from the fact that A-shares have been included in the MSCI to bring continuous capital inflows from the north, it is difficult for the market to see a positive driving force. From the perspective of allocation, the preference of investors to turn to growth leadership driven by funds and policies from the north is the main source of short-term opportunities, and the configuration of the leading consumer and growth leaders is still reasonable. However, it should be noted that if there is a slowdown in the flow of funds from to before and after August, the cost performance of the consumer leader will decline.

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Cinda Securities: Continuation of the main line of economic growth ahead

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Economic concerns remain, and the defensive consumption sector is expected to continue to attract funds. From January to May of 2018, under the influence of credit contraction, continued deleveraging, and external market risk, market expectations were weak. Seasonal and other factors perturbed economic data, and the market as a whole showed a defensive stance, with periodic corrections in the cyclical sector. Large consumer segments are relatively dominant. Under the current economic expectations and uncertainties, the market continues to choose to configure the consumption sector, especially in industries where fundamentals continue to recover.

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BOCI Securities: Risk Reassessment Continues Market Needs Caution

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The core contradiction in the A-share market in 2018 is the unremitting performance, valuation and liquidity, which determine the direction of the market; and debt default, financial supervision and other factors determine the downward rhythm of the market. Looking ahead, the risk revaluation continues and the market still needs to be cautious. Since the beginning of this year, the valuation gap of the various sectors has converged, the intrinsic value has been balanced, and only transactional value opportunities have been determined, which does not have the condition of large style switching. Investors need to switch between cycles, growth, consumption, and finance based on emotional changes. At present, this is still the case and requires a balanced configuration.

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Huatai Securities : Unicorn Shines on New Economy Transfusion

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The new economy has brought about investment opportunities in the new stocks sector. We believe that the new shares will become the most concentrated sector of the A-share Unicorn and the New Economy Corporation in the short term. The listing of high-quality companies will enable the new shares to have new economic attributes and enhance their attractiveness of funds. We believe that the sub-new stock investment is a branch of institutional thematic investment, and its root cause of the pricing disagreement lies in the one- and two-tier market price gap caused by the current A-share new stock control price issuance model. It is difficult for both the high-growth stocks and the low valuations to have both. We believe that the stock picking of the new stocks should find potential leaders. The new is a mirror of market sentiment, and the turnover rate of the secondary IPO index is the most important indicator for us to measure the sentiment of the new stocks.

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GF Securities : The credit default does not change the market's medium-term logic, the necessary consumption comparative advantage appears

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Credit default risk is an important factor that restricts market risk appetite, but the medium-term impact is relatively limited. A-shares are still in a slow-moving period since 2016, gradually digesting volatility and credit crunch expectations; “Triple Expectation Deviation Correction” will continue According to the interpretation, it is recommended to prioritize strategic allocation of mass consumption (medical/tourism/retail) with supply and demand resonance and capacity expansion, continue to gradually deploy and adjust the full cycle (real estate/building materials/aviation), grow and tap α orders, and the degree of prosperity will continue to improve ( Military / photovoltaic. The theme suggests grasping the regional investment opportunities brought by the forthcoming development plan of Guangdong, Hong Kong, and Macao Bay Area, and focusing on the core benefiting industry chain of “shrove + port + property + finance”.

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Fund Code fund referred recent month earnings fee operating
160632 Penghua wine classification 19.45% 1.20 % 0.12% Purchase account opening purchase
161725 China Merchants Banking Liquor Index Grade 7_8945 6_104_65473_917.84% 1.00 % 0.10% purchase account purchase
001230 Peng Hua Pharmaceutical Technology 13.93% 1.50 % 0.15% purchase account purchase
001631 Celestica Securities food and beverage index A13.38% 1.00% 0.10% Buy Account Opening Purchase
1 Thailand certificate 60222 national food and beverage industry index rating 13.13% 0.00 % 0.00% purchase account purchase
Source: Oriental Fortune Choice data , Galaxy Securities, as of the date: 2018-05-28



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