Text / Zongyi
Introduction: Are you still worried about not knowing the truth of the market? Are you still worried about not knowing the market? "Foresight has a good strategy", update the research report of the most cutting-edge strategies of A-shares every day to help you find real gold.
All in all: the market "reversed plot"
Yesterday's pullback scared the market, but today the three major stock indexes opened higher collectively, and then the index fluctuated in succession. Among them, the index rose 2.7% to 1900 and reached a 21-month high. Individual stocks in the sector showed a general upward trend, with technology stocks leading the gains. Northbound funds inflowed nearly 10 billion yuan today. All in all, all in all, today ’s market is “reversed”
Foresight: Continuation of Structural Quotes
Buying stocks is buying expectations, and you have the foresight to seize the opportunity. Looking forward to the full year of 2020, Shanxi Securities believes that the A-share market will generally show a volatile market pattern, but there are many structural opportunities to surpass the market.
In terms of industry, Shanxi Securities recommends focusing on several directions: (1) The fundamental logic is good: large infrastructure, building materials, nonferrous metals, and real estate that benefit from counter-cyclical forces; the automobile and auto parts industry that is expected to bottom out and stabilize. (2) Capital market reforms have benefited: local leading securities firms; high-dividend stocks preferred by medium- and long-term investment institutions and leading companies in segmented industries. (3) Technology and policy are driven by two wheels: 5G industry chain, artificial intelligence, cloud computing, independent and controllable technology innovation industries.
Wanhe Securities Strategy Weekly believes that the influence of geopolitical risks on A shares is weak, and the junior market in 2020 has started and this round of spring market may be even longer.
Under the current background, the data is relatively vacant. The market interpretation is mainly driven by market sentiment and market expectations. The manufacturing PMI has been above the line of prosperity and dryness for two consecutive months. There are liters. Industry concerns: banks, securities firms, real estate.
Vision Gold Rush: Pig Farming Performance Expected to Meet Big Outbreak
The market is uncertain, so select industries can get real money. Dongguan Securities pointed out in the report of the pig breeding industry that the policy has vigorously helped to resume production, and the inventory has stopped falling and rebounded. It is expected that 2020 will continue to accelerate the supplementation, and the pig inventory will gradually rise. The profitability of breeding companies is huge, and this year will usher in a period of explosive performance. Maintain “Recommended” rating for the industry.
It is predicted that the price of hogs will remain at about 25 yuan / kg in 2020. Even if the price of corn and other crops is expected to increase, the price of hogs will still far exceed the cost line, and pig enterprises will benefit. Focus on head breeding companies with a large number of fills. It is recommended to give priority to head breeding companies with large sow reserves and rapid fills.