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Posted on 2017-10-19 05:26:19 Share it on the web version
                        Institutional differences increase, in the end should be a cyclical stock or growth stocks

This week, institutional differences have increased significantly. Some brokers are optimistic about the rebound of cyclical stocks, and some brokers believe that the growth stocks will be even better. Yesterday, the GEM fell 2.25%, and today continues to explore.

Institutional differences increase, in the end should be a cyclical stock or growth stocks

Greedy Pig Finance believes that pessimistic expectations are repaired, and cyclical stocks will regain their favorable opportunity, and in turn recommend recommended iron and steel, cement, papermaking, and electrolytic aluminum that match performance to be released.

Demand remains resilient, with September economic data released next week. First, PMI hit a new high in 12 years; its second and September generation coal consumption increased by 24.33% year-on-year, which is the second highest since today; Third, production end, average daily crude steel output remained above 2.3 million tons, and the growth rate in the later It also rebounded to 5.5%.

Institutional differences increase, in the end should be a cyclical stock or growth stocks

Restricted supply of environmental protection products, most of the local documentary rules exceeded expectations. Of particular concern this week is that Tangshan City issued a notice to limit production time from November 15, 2017 to 00:00, October 12, 2017; at the same time, Shandong Binzhou also issued documents to limit production in some industries to advance to October 1. day.

Institutional differences increase, in the end should be a cyclical stock or growth stocks

Cycle prices rebounded, and pessimistic expectations were gradually restored. In the past month, under the influence of the sluggish economic data in August and the fall in futures, the cyclical stocks again appeared pessimistic expectations similar to those in April.

With the recent rebound in spot prices for steel, cement, paper and aluminum, the pessimistic expectation of the previous transition began to gradually recover, and the release of steel, cement, paper, and electrolytic aluminum with performance matching and valuation were recommended in turn.

In addition, Greedy Pig Financial pointed out that if it continues to be optimistic about the opportunities in the environmental protection industry, it should be vigilant to become a potential industry for Q4 reversal.

We believe that the growth style continues to dominate, and an important change in the characteristics of the recent market is the passivation reflected in the price cycle.

Posted on 2017-10-19 09:05:07
                            Trust is the foundation of the beginning. With a professional heart, doing professional things and making the right choices is the beginning of success.
Posted on 2017-10-19 09:08:15
                            Strength you see a day like this, see 100 days is also the case, the opportunity is to take the initiative to grab, not by waiting, today's loss stems from your blindness yesterday, tomorrow's gain depends on your choice today
Posted on 2017-10-19 09:30:20
                            China's strong military strategy Special equipment Leading central enterprises Mixed kings return 【ATV Cheetah】
China's Strong Military Strategy Special Equipment Leading Central Enterprises Regaining the Return of the King [ATV Lynx] [600877 China Jialing] Major Shareholders China's Ordnance Equipment Group's Central Government Reform Breeding "Breaking Trends" Large-scale Spreading Window is Coming, China Ordnance Equipment Group Chief Engineer Chen Jin, developed the world's most unique all-terrain special equipment vehicle Lynx for the company, the lowest share price of the central government reform military stocks in Shanghai and Shenzhen, the state-owned assets of the State-owned Assets Supervision and Administration Commission to maintain and increase the value of the assets, deal with zombie enterprises stripped of bad assets, transformation and upgrading of military The special equipment all-terrain vehicle will immediately suspend the planning of major issues, and the Chinese military-special equipment vehicle will return. [600877 China Jialing = 600760 China Aviation Black Panther]
Posted on 2017-10-19 09:52:56
                            5G network and AR big dark horse is Shunnet Technology 300113,If you miss Tencent, don’t miss ShunGun Technology.
Posted on 2017-10-19 12:29:35
                            603041 Meisi, the pricing is seriously low, the market has a sharp rebound need: today's closing, next week's daily limit board; today does not close, start next week is also a continuous daily limit board!
Posted on 2017-10-19 13:55:37
                            Exquisitely old, alcohol and flavors have been rising
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This week, institutional differences have increased significantly. Some brokers are optimistic about the rebound of cyclical stocks, and some brokers believe that the growth stocks will be even better. Yesterday, the GEM fell 2.25%, and today continues to explore.

Institutional differences increase, in the end should be a cyclical stock or growth stocks

Greedy Pig Finance believes that pessimistic expectations are repaired, and cyclical stocks will regain their favorable opportunity, and in turn recommend recommended iron and steel, cement, papermaking, and electrolytic aluminum that match performance to be released.

Demand remains resilient, with September economic data released next week. First, PMI hit a new high in 12 years; its second and September generation coal consumption increased by 24.33% year-on-year, which is the second highest since today; Third, production end, average daily crude steel output remained above 2.3 million tons, and the growth rate in the later It also rebounded to 5.5%.

Institutional differences increase, in the end should be a cyclical stock or growth stocks

Restricted supply of environmental protection products, most local documentary rules exceeded expectations. Of particular concern this week is that Tangshan City issued a notice to limit production time from November 15, 2017 to 02:00 on October 12, 2017; at the same time, Shandong Binzhou also issued documents to limit production in some industries to advance to October 1. day.

Institutional differences increase, in the end should be a cyclical stock or growth stocks

Cycle prices rebounded, and pessimistic expectations were gradually restored. In the past month, under the influence of the sluggish economic data in August and the fall in futures, the cyclical stocks again appeared pessimistic expectations similar to those in April.

With the recent rebound in spot prices for steel, cement, paper and aluminum, the pessimistic expectation of the previous transition began to gradually recover, and the release of steel, cement, paper, and electrolytic aluminum with performance matching and valuation were recommended in turn.

In addition, Greedy Pig Financial pointed out that if it continues to be optimistic about the opportunities in the environmental protection industry, it should be vigilant to become a potential industry for Q4 reversal.

We believe that the growth style continues to dominate, and an important change in the characteristics of the recent market is the passivation reflected in the price cycle.