In July, the Golden Stock Combination was released in China to avoid becoming a new "List One"

According to Wind data, "Securities Daily" reporters, as of press time, 43 brokerage companies have announced the monthly recommendation of monthly gold stocks in July. A total of 340 gold stocks are recommended (after weighing), and 88 stocks have been recommended by more than two securities firms.

China, which ranks "List One" in the Golden Stock List, is "Chinese" by 15 securities firms; "Old Face" Moutai, Guizhou, is ranked second by 8 securities firms. Oriental wealth, Wuliangye, Hang Seng Electronics, Luzhou Laojiao, Qingdao Beer, and Poly Development have been jointly recommended by more than 5 brokerage firms.

From June to the present, China has continued to heat up. In July, the reason why Shen Wanhongyuan Securities recommended China was: "In the short term, Hainan's entry and exit restrictions will be further relaxed, and offline passenger flow continues to recover. In the second half of 2022, the outlying island tax exemption is expected to continue to grow high. Under the long -term perspective, the landing of Xinhai Port will consolidate The company's leading position and profitability of profitability. "

It is worth mentioning that a total of 5 gold stocks in June rose by more than 40%. Among them, Changan Automobile, jointly recommended by CITIC Investment, Huachuang Securities, and West China Securities, was unplugged by more than 60%. In July, CITIC Investment Investment, Huachen Securities, and Huaxi Securities were still recommended as gold stocks again.

In the July of the Golden Stock List, in addition to Oriental Fortune, Guilian Securities was jointly recommended by 4 securities firms including Guoxin Securities, open source securities, East Asia Qianhai Securities, and Galaxy China; Securities, Guojin Securities, and BOC Securities are recommended by one "peer".

With the release of the brokerage "golden stocks" together, there is also the core investment strategy of the A -shares in the brokerage firm in July.

CITIC Securities believes that the market can be divided into three stages: emotional restoration, valuation repair, and valuation switching. The current market is in the second stage. The second phase is the valuation repair period from June to August. The market is concentrated from the stable growth policy. The policy co -promoting the fundamental expectation is expected to be quickly repaired. Influence, structure, reorganization of growth, consumption, and medical rotation. The third stage is the valuation switching period from September to the fourth quarter. With the rapid recovery of profit and alleviating external pressure, the market enters the stable period, and the market valuation switching process, the achievement of steady growth and the "special specialty" Gradually dominant.

The Galaxy of China believes that the recovery of the national economy has reacted the external information to investors. The focus of A -share investors returns to domestic fundamentals and A shares start independent markets. At the middle of the year, after a period of time in A shares, it will enter the differentiation period. It is recommended that strategic layout of automotive, semiconductor, and new policies such as high -prosperity sectors, as well as strong defensive sectors such as liquor, medicine, agriculture, and large finance, balanced the growth and value of balanced allocation, and seize medium and long -term investment opportunities.

Reporter reporter Zhou Shang 者

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