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2024-12-14 05:36:18

CITIC Securities Research Report said that the Politburo meeting released a more positive policy signal, and the improvement of the real economy is expected to boost the price of upstream resources and lead the sector to return to the uptrend. It is suggested to focus on three main lines: 1) improving the fundamentals of general steel, coking coal, copper-aluminum basic metals and chemicals with strong consumption attributes; 2) Bonus varieties such as crude oil and thermal coal under favorable market liquidity; 3) Growing varieties such as lithium and rare earth under the favorable market style.Personal re-offer is for reference only.ⅴ) Institutional viewpoint


..... industry capital flow: 2.365 billion net inflow of communication equipment...... In terms of individual stocks, the number of stocks rose by more than 3,800, the speculation of theme stocks was high, and the number of stocks with daily limit exceeded 150. The commercial department store sector lifted the daily limit tide, Tik Tok bean bags and consumer electronics concept stocks rose collectively, and many stocks such as Guangdong and Guangxi rose daily limit. Shanghai's state-owned enterprise reform concept stocks were active, with more than 10 shares in Shibei waiting for the daily limit. The trend of robot concept stocks is divided, and more than 20 stocks such as Ai Shi have daily limit.Ⅲ) Individual stock analysis


ⅴ) Institutional viewpointRecord of resumption of trading on 12.11: The three major indexes were mixed and continued to fluctuate...... industry capital flow: 2.365 billion net inflow of communication equipment.

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