In mid-to-late August, the A-share market fluctuated downward. Can the "Golden September and Silver October" reappear? How should investors make arrangements? As of press time, nearly 20 brokerages have announced their monthly investment portfolios in September. In terms of
configuration direction, most securities companies recommend paying attention to small and medium-sized growth stocks. In addition, some securities firms expressed optimism about traditional energy sectors such as oil transportation, oil and gas, electricity, and coal under the background of "strength in energy supply and demand".
9 small and medium-sized growth stocks were optimistic
Since rebounding at the end of April this year, the main line of the market has been mainly high-growth small and medium-sized markets. The recent fluctuation and pullback has triggered market discussions on style changes. However, judging from the list of gold stocks in September, securities companies are still optimistic about the opportunities for small and medium-sized growth stocks.
Ping An Securities stated that A-shares continue to consolidate, and style differentiation has converged in the short term but has not yet switched in the medium term. It is recommended to plan to create growth.
"September to October is the traditional peak season for most industries. If the market can foresee that the improvement in economic data released in September is certain, then there is a high possibility of an oversold rebound in the current market value, but the high-growth, small and medium-sized market dominance in the medium term is difficult to end." Lin Rongxiong, chief strategy analyst at Anxin Securities, said.
In addition, energy stocks have also received continuous attention from institutions. Minsheng Securities' strategy team said that the current path to stabilize demand and repair is gradually becoming clear, creating space for the supply factors of pricing commodities. After Powell's "hawkish" speech exceeding expectations, asset pricing will enter a "long night of stagflation." Under the main line of inflation, it is recommended to actively deploy traditional energy sources.
However, some securities firms believe that the long-term growth space of technology manufacturing industries such as wind power, photovoltaics, and new energy is still large in the context of global pursuit of traditional petrochemical energy replacement. It is recommended to pay attention to investment opportunities in the corresponding fields.
22 stocks were jointly recommended by securities companies
According to incomplete statistics, among the "gold stocks" list of various securities companies in September, China Free Trade Co., Ltd., which received the most recommendations from institutions, and received a total of 6 securities companies. Liquor stocks such as Kweichow Moutai, Shanxi Fenjiu, and Shede Liquor Industry have received concentrated recommendations from more than three securities companies.
In addition, many stocks such as Huaneng International, Zhongkong Technology, Jinko Energy, and Kingsoft Office have also been jointly recommended by securities companies.
8 gold stock earnings TOP3 released in
8 gold stock "report card" released, and most brokerages recorded negative returns. According to statistics from each market, Everbright Securities' gold stock portfolio yield ranked first, with an overall increase of more than 4%. Dongxing Securities and Dongguan Securities ranked second and third respectively, and the returns of the gold stock portfolio of Debang Securities and Southwest Securities were also ranked among the top.
Data source: In terms of individual stocks in each market (US Technology)
stocks, among the "gold stock pool" of securities companies, the most powerful gold stock recommended by Cinda Securities, Yankuang Energy rose by more than 35%. Xinlai Yingcai, recommended by Pacific Securities, rose 29%.
0 The top 5 stocks in the securities stock pool in August
Looking ahead to the future market, Everbright Securities believes that in history, in years with greater economic pressure, the manufacturing and growth sectors will usually face greater pressure, while the consumption and value sectors are relatively stable, and their relative performance advantages will be more prominent. Therefore, in the future, value will be stronger than growth in market style, and consumption will be stronger than manufacturing in the industry.
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