The list of gold stocks in 36 brokers in September was released, and the three main lines became "good heart"!

Our reporter Ren Shibi experienced the shock in August. On the first trading day in September, the three major stock indexes of A -shares fell collectively: the Shanghai Stock Exchange Index fell 0.54%, the Shenzhen Stock Exchange Index fell 0.88%, and the GEM index fell 1.42%. In this context, can I get out of the predicament in September? How to find opportunities within the month? Oriental Fortune CHOICE data shows that as of 16:00 on September 1st, 36 brokers including BOC Securities, CITIC Securities, CITIC Construction Investment Securities, and Yuekai Securities announced the monthly gold stock recommendation in September, involving a total of 293 Only a stock, covering 29 in the case of in the case of in the case of 29. Among them, the four industries such as power equipment, machinery, equipment, pharmaceuticals, and electronics have been unanimously recommended by many brokers. Judging from the individual stocks recommended by securities firms, 76 of the above 293 gold stocks have been recommended by 2 or more brokers. As a popular gold stock recommended by securities firms in August, China -free heat continued to rise in September. Brokers recommend one more than 7 brokers in August. Guizhou Moutai is still a variety of promising in September. It has been recommended by Hua'an Securities, Ping An Securities, Shanghai Securities, Southwest Securities, China Merchants Securities, China Galaxy Securities, Shanxi Securities, and Dongxing Securities. There were 5 popular gold stocks recommended by four and above brokerage firms in September, namely Luzhou Laojiao, Shanxi Fenjiu, Hengtong Optoelectronics, Li Lijan, and Perlaya. Table: In September, the list of gold stocks recommended by the brokerage firms: From the perspective of the gold stock coverage industry, 293 gold stocks covered 29 in the case of 29 years, and the four industries such as electricity equipment, machinery, equipment, medicine, and electronics were recommended by four industries. The number of gold stocks in September was 18 and above, with 40, 23, 18, and 18. In addition, basic chemical industry, automobiles, national defense military workers, food and beverages, non -ferrous metals, agriculture, forestry, animal husbandry and fishing, computers and other industries have 10 or more shortlisted September securities stock gold stocks. After the A -share market in August, how will the investment preferences in September be performed? Looking at the list of "golden stocks" in September in September, the three major lines of traditional energy, new energy, and large consumption of traditional energy, better growth, and good consumption have become "good hearts" of brokers. First, the main line of traditional energy. Yuekai Securities stated that the current energy and power chain, the current continuous high temperature weather has led to the imbalance of supply and demand for short -term power in some regions in the country, the importance of thermal power flexibility and the importance of the power grid overall scheduling capacity. Debon Securities said that due to uncertain factors such as geopolitical conflicts continuously and the Federal Reserve ’s interest rate hikes, it is recommended to focus on strategic security in the industry configuration, grasp independent controlling, and pay attention to strategic resources: energy metal, coal, oil and gas and oil. Secondly, the main line of new energy. Chen Mengjie, chief strategy analyst of the Yuekai Securities Research Institute interviewed by a reporter from the Securities Daily, said that green power generation is an important part of the double carbon strategy. 》 It is clearly proposed that the equipment system is green upgrades, and the electrical equipment -related sectors are expected to benefit for a long time. AVIC Securities believes that although the economy is still in the restoration stage, the relaxed environment of liquidity is still good for the growth style. In the growth style, new energy sectors such as wind power and photovoltaic sources are still large in the context of seeking traditional petrochemical energy replacement worldwide, and it is recommended to pay attention to investment opportunities in the corresponding fields. Finally, the main consumer. Everbright Securities believes that under fundamental pressure, the advantages of consumption prosperity are expected to promote its relative valuation expansion. Suggestion: 1. Highly certain liquor and medicine. 2. Benefiting from policies such as automotive, home appliances and other industries. 3. The offline consumption recovery industry that benefits from the impact of the epidemic, including aviation, airports, tourism and other industries. Chen Mengjie said that the performance restoration of the impact of the epidemic sector is an important driving force for consumer stocks. With the successive holidays such as the Mid -Autumn Festival and National Day, the related needs of tourism, catering, agriculture, forestry, animal husbandry and fishing, and business retail in the offline consumer sector will increase; the successive convening of Apple and Huawei new product conferences is expected to improve the activity of the consumer electronics sector. Regarding the market trend in September, Ping An Securities stated that in the context of the Fed ’s interest rate hike expected to bring short -term adjustment pressure on U.S. stocks, A shares are expected to continue to consolidate in the short term, increase internal fluctuations, and have a convergence and correction of style differentiation. However, the mid -term style has not been switched, and the high prosperity of the growth industry is still strengthening. It is recommended to lay out a divation. Dongguan Securities said that recent adjustment is a normal pressure release without excessive pessimism. Considering that the fundamentals and liquidity of the current stage are not great, and the steady growth policy has continuously increased the interest rate cuts to inject liquidity in the market. The expected economic recovery expectations in the second half of the year are expected to gradually increase. The vibration is repeatedly upward, the recovery period can be recovered, the amount of attention can change, the flow of funds in the north, and the rotation of the plate. Chen Li, chief economist of Chuancai Securities and director of the Institute of Research, told reporters that the economy is still in the recovery stage and at the same time, the liquidity is relatively abundant. It is expected that A -shares will still fluctuate strongly in September.

Picture | Site Cool Hero Bao Map.com | Zhang Xin Nucle

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