Popular:LeTV Internet Café ZTE Zhonghong shares
Financial commentary
Published on 2017-10-18 11:08:00 Share it web version
                        Shanghai stock index narrowly oscillated environmental stocks strong health Chinese concept stocks collectively broke out in the afternoon
Source: Eastern Fortune Network

K map 000001_1

Today, the Shanghai stock market maintains a narrow range of shocks and stabilizes at the 10-day moving average. In terms of sectors, environmental protection, chip, rental and sales, smart TV and other sectors were among the top gainers. In the afternoon, healthy Chinese concept stocks broke out, and LG Health and other stocks rose. Paper, aviation, steel and other sectors were among the top losers. As of press time, the Shanghai Composite Index rose 0.19%; the GEM index rose 0.06%.

At the brokerage morning meeting today, analysts said that the important event window arrived and the market volatility rose.

Huatai Securities:

The buyer is cautious in the short-term. First, there is no need for stability in the market after the meeting. There is no cheap target for each sector. The institutions with good returns this year also need to gradually realize the profits. Second, the economic over-expectation will bring liquidity tension, and the recent rise in long-term interest rates will adversely affect the valuation of the stock market. The expectation of a cyclical price increase may be sufficient or confusing, and the implementation of aluminum's limited production is likely to be less serious than the seller and experts have stated. Near the quarterly report period, we must evade growth stocks that are difficult to deliver. Optimistic about the reasonably priced consumer goods sector, consumption upgrades bring huge endogenous space.

Northeast Securities:

The main sector indices all fell below the 5-day moving average, and the decline was accompanied by market turnover, which reached 540 billion yuan, higher than the average daily turnover last week, and the risk of short-term corrections increased. In terms of industry, banking stocks acted as a support role, closing up 0.93%. In addition, only color steel and steel were red; computers, media and electrical equipment fell sharply. In terms of the theme, the previous strong concept sectors such as 5G, rent and sale, and big data index all showed a large correction; with the expectation of further reform of the agricultural supply side in the fourth quarter, the theme of biological breeding was slightly red. In terms of configuration style, we believe that at the current special time, combined with the market environment and historical experience, it is still recommended to favor the defense and value direction.

Chuan Cai Securities:

The cyclical industry continues to grow at a high level, focusing on the need for consumption and the recovery of TMT. From the perspective of the industry, the cyclical industry's net profit still maintains rapid growth. Excluding the major restructuring events in the past year, from the perspective of companies that have disclosed performance forecasts, the cyclical industries such as steel, transportation, machinery and equipment, real estate, and chemicals are profitable. The growth rate continues to be in the forefront and continues to increase compared with the mid-term report. Among them, the steel industry disclosed that the proportion of corporate income has been more than half; mechanical equipment, chemical and other disclosures of entrepreneurs more than half; representative is relatively strong. Although non-ferrous metals still maintain high profit growth, they have fallen back on the margin. In the large consumer sector, the industries with higher representation and higher profit growth mainly include consumer goods such as commercial trade, textiles and clothing, and pharmaceuticals. In terms of subdivision, the sub-sectors of general retail, chemical and pharmaceutical, clothing and home textiles, medical equipment and other sub-sectors rebounded for two consecutive quarters. In the TMT industry, the growth rate of electronic and computer performance has gradually picked up. Among them, the electronics industry is mainly driven by optical optoelectronics and other electronics; the boom in equipment in the computer industry is more obvious.

Founder Securities:

The internal factors continue to improve, and the expectation of the stability of the RMB exchange rate is still there. The internal and external factors resonate, which is conducive to the continued expansion of A-shares. Whether it is the A-share operating characteristics under the stock game or the large-scale elastic space calculation based on history, 3410 is not the high point of this year. We believe that the law of A-share operation in the past important meeting time window is changing, and the new operation law under reverse thinking is taking shape, which is expected to become a rare investment time window during and after the meeting. Operationally, light index, heavy stocks, balanced allocation, focus on blue chips, bargain-hunting brokers, national reform, high-end equipment manufacturing and bottom low-priced blue-chip stocks, rallies reduced pre-ups over-high stocks and performance-loss stocks.

Published on 2017-10-18 11:08:33
                            Ha ha
Published on 2017-10-18 11:14:57
                            Great Northern Wilderness
Published on 2017-10-18 11:15:28
                            Pull index, huh, huh
Published on 2017-10-18 11:19:15
                            it is good
Published on 2017-10-18 11:21:16
                            Stir-fried stocks!
Published on 2017-10-18 11:29:48
                            Spicy chicken stock market
Published on 2017-10-18 11:29:54
                            601985 China Nuclear Power Hand in Hand Gates!
Published on 2017-10-18 11:30:05
                            002419 Tianhong shares, 000919 Jinling Pharmaceutical: No stupid stupidity: more than a penny does not buy, less than a penny does not sell, are a slap! ! ! ! ! ! ! !
Published on 2017-10-18 11:30:06
                            Fuck, buy stumble, your uncle, the stock index is still rising every day.
Published on 2017-10-18 11:30:12
                            Rubbish
Published on 2017-10-18 11:30:13
                            It still broke out and fell into a dog!
Published on 2017-10-18 11:30:16
                            It’s amazing for my big a,
Published on 2017-10-18 11:30:48
                            I can't explain anything in the morning, and I will dive in the afternoon!
Published on 2017-10-18 11:30:52
                            Ha ha
Published on 2017-10-18 11:31:17
                            Just want to transfer money out
Published on 2017-10-18 11:31:19
                            Sold, half unloaded, don't look at it, don't participate in this bad stock market, 2614 is in the bottom
Published on 2017-10-18 11:31:29
                            My oriental electric heating
Published on 2017-10-18 11:31:29
                            My oriental electric heating
Published on 2017-10-18 11:31:38
                            Impact 4,300 points in the afternoon!
Published on 2017-10-18 11:31:38
                            Watching
Published on 2017-10-18 11:31:48
                            What are not stocks, except for the poor speculation, there is no time to speculate.
Published on 2017-10-18 11:32:07
                            High can be high and dead, low and crawling.
Published on 2017-10-18 11:32:13
                            After dyeing the stocks, I’m finished playing.
Published on 2017-10-18 11:32:52
                            Can't see the future of the A-share market.
Published on 2017-10-18 11:33:05
                            I found myself getting more and more powerful, what to buy, what to fall, what to sell, what to rise, what is this routine, there are 10,000 eyes watching you place an order
Published on 2017-10-18 11:34:12
                            Today, the chase of tomorrow will be lower. Playing chicken feathers
Published on 2017-10-18 11:34:43
                            Eastern Network, why is the same state electronics to fall, Sichuan Changhong daily limit
Published on 2017-10-18 11:35:25
                            What to buy, what to fall, the routine
Published on 2017-10-18 11:35:35
                            Now the stock market is to understand the set
Published on 2017-10-18 11:36:10
                            I want to know how many people are covered.
Comment on this topic
The post is gone! How to do?
Author: You will not be publishedlog in |5 seconds registration Author:, welcome to leave a messagedrop out |Post a new topic
                Tip: All information, comments, etc. published by users in the community represent only personal opinions, and have nothing to do with the position of this website, and do not constitute any investment advice for you. Users should make their own decisions on securities investment and bear the corresponding risks based on their own independent judgment."Review of Self-discipline Management Commitment"
Source: Eastern Fortune Network

K map 000001_1

Today, the Shanghai stock market maintains a narrow range of shocks and stabilizes at the 10-day moving average. In terms of sectors, environmental protection, chip, rental and sales, smart TV and other sectors were among the top gainers. In the afternoon, healthy Chinese concept stocks broke out, and LG Health and other stocks rose. Paper, aviation, steel and other sectors were among the top losers. As of press time, the Shanghai Composite Index rose 0.19%; the GEM index rose 0.06%.

At the brokerage morning meeting today, analysts said that the important event window arrived and the market volatility rose.

Huatai Securities:

The buyer is cautious in the short-term. First, there is no need for stability in the market after the meeting. There is no cheap target for each sector. The institutions with good returns this year also need to gradually realize the profits. Second, the economic over-expectation will bring liquidity tension, and the recent rise in long-term interest rates will adversely affect the valuation of the stock market. The expectation of a cyclical price increase may be sufficient or confusing, and the implementation of aluminum's limited production is likely to be less serious than the seller and experts have stated. Near the quarterly report period, we must evade growth stocks that are difficult to deliver. Optimistic about the reasonably priced consumer goods sector, consumption upgrades bring huge endogenous space.

Northeast Securities:

The main sector indices all fell below the 5-day moving average, and the decline was accompanied by market turnover, which reached 540 billion yuan, higher than the average daily turnover last week, and the risk of short-term corrections increased. In terms of industry, banking stocks acted as a support role, closing up 0.93%. In addition, only color steel and steel were red; computers, media and electrical equipment fell sharply. In terms of the theme, the previous strong concept sectors such as 5G, rent and sale, and big data index all showed a large correction; with the expectation of further reform of the agricultural supply side in the fourth quarter, the theme of biological breeding was slightly red. In terms of configuration style, we believe that at the current special time, combined with the market environment and historical experience, it is still recommended to favor the defense and value direction.

Chuan Cai Securities:

The cyclical industry continues to grow at a high level, focusing on the need for consumption and the recovery of TMT. From the perspective of the industry, the cyclical industry's net profit still maintains rapid growth. Excluding the major restructuring events in the past year, from the perspective of companies that have disclosed performance forecasts, the cyclical industries such as steel, transportation, machinery and equipment, real estate, and chemicals are profitable. The growth rate continues to be in the forefront and continues to increase compared with the mid-term report. Among them, the steel industry disclosed that the proportion of corporate income has been more than half; mechanical equipment, chemical and other disclosures of entrepreneurs more than half; representative is relatively strong. Although non-ferrous metals still maintain high profit growth, they have fallen back on the margin. In the large consumer sector, the industries with higher representation and higher profit growth mainly include consumer goods such as commercial trade, textiles and clothing, and pharmaceuticals. In terms of subdivision, the sub-sectors of general retail, chemical and pharmaceutical, clothing and home textiles, medical equipment and other sub-sectors rebounded for two consecutive quarters. In the TMT industry, the growth rate of electronic and computer performance has gradually picked up. Among them, the electronics industry is mainly driven by optical optoelectronics and other electronics; the boom in equipment in the computer industry is more obvious.

Founder Securities:

The internal factors continue to improve, and the expectation of the stability of the RMB exchange rate is still there. The internal and external factors resonate, which is conducive to the continued expansion of A-shares. Whether it is the A-share operating characteristics under the stock game or the large-scale elastic space calculation based on history, 3410 is not the high point of this year. We believe that the law of A-share operation in the past important meeting time window is changing, and the new operation law under reverse thinking is taking shape, which is expected to become a rare investment time window during and after the meeting. Operationally, light index, heavy stocks, balanced allocation, focus on blue chips, bargain-hunting brokers, national reform, high-end equipment manufacturing and bottom low-priced blue-chip stocks, rallies reduced pre-ups over-high stocks and performance-loss stocks.