Guotai Junan said that under the structural recovery, the market probabilities of resource products will become stronger and differentiated, and the global consumption, marginal supply reduction, marginal demand improvement, and the rising prices of varieties with historically low inventory will be more sustainable. Relevant varieties are suggested to pay attention to copper, lithium, glass, glass fiber, refining and chemical industry and panel.
Zhongyuan securities is expected to Shanghai index short-term small shocks may be larger, and gem market short-term small consolidation may be larger. It is suggested that we should pay close attention to the investment opportunities of banking, insurance, power, aerospace and military industries in the short term, and the midline should continue to pay attention to the investment opportunities of some underpriced blue chips.
YueKai Securities believes that financial stocks played an important role in protecting the market on Thursday. Short term cyclical stocks have differences, and the Shanghai index is facing important resistance. At this stage, whether financial stocks can continue to exert strength, and whether consumer stocks and growth stocks can complement cyclical stocks will become the key factors to maintain the strength of the Shanghai index.
Source: Netease Financial Editor: Yang Qian_ NF4425