Brokerage July gold stocks released: these stocks are strongly supported, optimistic about exports, upstream cyclical sectors

CBN

2024-07-02 07:38CBN official account

In June, the market fluctuated and fell, with the Shanghai Composite Index closing down 3.87% during the month. How to find opportunities in July? As of June 29, nearly 10 brokerages have announced their monthly portfolios for July, covering consumption, energy, technology and other sectors.

Which stocks have received the most roll calls?

According to incomplete statistics, in the list of "golden stocks" of various brokerages, CNOOC has been recommended by 4 brokerages the most.

In addition, CATL and Wen's shares have been recommended by 3 brokerages, and Pengding Holdings, Shandong Gold, and Industrial Fortune Union have been recommended by 2 brokerages.

Among them, Pengding Holdings rose the most in June, with a cumulative increase of more than 35%, and the latest closing price was 39.76 yuan, and the largest decline was in CATL, which fell by 8.97% in June.

Which industries are most favored?

In terms of allocation direction, many brokerages recommend paying attention to the export sector, and in addition, brokerages recommend paying attention to upstream cyclical stocks, non-ferrous stocks, etc.

Zhongyuan Securities pointed out that the domestic market continues to remain volatile, and it is recommended to pay attention to chips, communications, cloud computing, military industry, media, nonferrous metals and other sectors.

Ping An Securities believes that the medium-term market structural opportunities in the equity market are increasing, and it is recommended to focus on fundamental signals and policy directions. First, the direction of new qualitative productivity driven by policy support and industrial trends; the second is the overseas sector of enterprises that are globally competitive and benefit from foreign demand; the third is the price increase chain that is more affected by supply constraints and is expected to continue; Fourth, we will continue to allocate a stable dividend strategy, focusing on the diffusion opportunities of high dividend allocation and the transformation of earnings expectations.

Cinda Securities said that the follow-up may be the strongest in the upstream cycle and going overseas. The disturbance of short-term style is mainly due to the strong stocks in the later stage of market adjustment, and the high and low cut of some capital transactions, and the time of style disturbance is likely to be no more than 1 month. The market for upstream cyclical stocks is not over.

(This article is from Yicai)

View original image 600K

• 

•