Brokers Morning Meeting Highlights: Deploying large-cap value stocks and industry leaders with better defense capabilities and room for valuation repairs-clevelanddrifters.com

current location：Home > Fuel stock > Brokers Morning Meeting Highlights: Deploying large-cap value stocks and industry leaders with better defense capabilities and room for valuation repairs text

Brokers Morning Meeting Highlights: Deploying large-cap value stocks and industry leaders with better defense capabilities and room for valuation repairs

time：2023-03-24 02:01:59 source：clevelanddrifters.com author：Market analysis

Brokers Morning Meeting Highlights: Deploying large-cap value stocks and industry leaders with better defense capabilities and room for valuation repairs

The Financial Associated Press reported on August 25 that the broader market opened higher and lower all day yesterday, with the ChiNext index leading the decline, the largest single-day decline in the past three months, and the CATL fell nearly 6%. In general, individual stocks fell more and rose less. More than 4,400 stocks in the two cities fell, and more than 50 stocks fell by the limit or more than 10%. The number of stocks with the limit down reached a recent high. The turnover of the Shanghai and Shenzhen stock exchanges was 1,126.1 billion, an increase of 123.8 billion compared with the previous trading day. In terms of sectors, a few sectors such as agriculture and horse racing rose. As of the close, the Shanghai Composite Index fell 1.86%, the Shenzhen Component Index fell 2.88%, and the ChiNext Index fell 3.64%. The net sales of northbound funds were 6.615 billion yuan throughout the day; among which, the net sales of Shanghai Stock Connect was 3.248 billion yuan, and the net sales of Shenzhen Stock Connect was 3.367 billion yuan. Overnight, the three major U.S. stock indexes closed up collectively. The Dow rose 0.19%, the S&P 500 rose 0.30%, and the Nasdaq rose 0.41%. The oil and gas and energy sectors were the top gainers, fuel cell energy rose more than 11%, and Ring Energy rose more than 6%. , First Solar rose more than 3%. Infrastructure and banking sectors were among the top losers, with HSBC Holdings and Caterpillar down more than 1%. Most of the popular Chinese concept stocks rose. Daily Youxian rose by more than 8%, Zhihu and iQiyi rose by more than 7%, Pinduoduo rose by more than 5%, Baidu, JD.com, and Weilai rose by more than 3%. At today's morning meeting of brokerages, Zhongyuan Securities predicted that the stock index will continue to fluctuate upward in the future, and suggested that investors maintain 60% of their positions; Shanxi Securities suggested focusing on and deploying companies with strong profitability, better defense capabilities and room for valuation repair. Large-cap value stocks and industry leaders; CSC believes that stability "issues" will not limit the promotion of perovskite cells. Zhongyuan Securities: Investors are advised to maintain 60% of their positions, and focus on investment opportunities in financial and other industries in the short term. Zhongyuan Securities pointed out that the stock index is expected to continue to fluctuate upwards in the future, and at the same time, it is still necessary to pay close attention to changes in policies, funds and external factors. Investors are advised to maintain 60% of their positions and focus on short-term investment opportunities in industries such as finance, agriculture, animal husbandry and fisheries, as well as food and beverages. Shanxi Securities: It is recommended to focus on and deploy large-cap value stocks and industry leaders with strong profitability, superior defensive capabilities and room for valuation repair. Shanxi Securities pointed out that the current market itself is in the mid-term adjustment stage, and the early rebound is more expected in the mid-term report. The short-term repair brought about by the sharp decline means that the market is back in a correction situation. At present, the overall decline of market hotspots means that the market sentiment has turned pessimistic in the near future, and the continuous inversion of the Sino-US interest rate differential may be unfavorable to the denominator side, which will put pressure on A shares, the pressure on US stocks in the follow-up process and the decline in the US economy. Deteriorating data and the start of tightening by non-US central banks, especially the European Central Bank, may lower market risk appetite, further intensifying the downward pressure on A-shares. It is recommended to focus on and deploy large-cap value stocks and industry leaders with strong profitability, superior defensive capabilities and room for valuation repair. CITIC Construction Investment: Stability "problems" will not limit the promotion of perovskite cells CITIC Construction Investment believes that stability "problems" will not limit the promotion of perovskite cells. From the theoretical dimension: In view of the poor stability of perovskite materials, the problem of efficiency decline caused by environmental and interface factors has been solved from the perspectives of improving material ratio, passivation defects, optimizing packaging, and improving interfaces. Program. Moreover, the tolerance of perovskite materials to impurities is much higher than that of crystalline silicon, which can avoid the attenuation of LID, PID and LeTID commonly found on crystalline silicon. Poor stability has become a "pseudo proposition". From the practical dimension: at the laboratory level, the sealed components can achieve stable operation for more than 10,000 hours without attenuation. At the industrial level, existing manufacturers provide 12-year product material and process quality assurance, and 25-year linear power output quality assurance. The life expectancy of perovskite components will be comparable to that of crystalline silicon. In addition, considering the significant cost advantage of perovskite modules compared to crystalline silicon modules, the market may be more tolerant of their lifetime requirements.

(Responsible editor：Education stock)

Last：Today, the index fluctuated lower, can A shares reverse in the afternoon?
Next：From 12:00 on August 27th to 1:00:00 on the 28th, Haikou will implement temporary global static management