The list of gold stocks in the last month of 2020 is coming. Dont hurry to collect it!

category:Finance
 The list of gold stocks in the last month of 2020 is coming. Dont hurry to collect it!


In terms of stocks, stocks recommended by securities companies, such as Aoyang Shunchang, western mining, Changan Automobile and Jinlongyu, rose more than 50% a month.

In December, what sectors did the gold stocks of securities companies add positions to? A number of securities companies said that at the current time point, it would continue to add positions in the cycle plate, and as the preferred style for configuration in December, focusing on the big financial sector, chemical industry, nonferrous metals and other sectors.

Gold stocks focus on Pro cyclical rotation in December

In December, some securities companies recommended gold stocks in a highly consistent pace, and the pro cyclical plate was strongly recommended by many securities companies.

BOC Securities believes that the current time point should firmly continue to add the cyclical plate, and as the preferred style of December configuration. In terms of specific allocation, the investors who pursue steady absolute return will choose the large Pro cyclical financial sector as the first choice; for the investors who pursue flexibility, it is suggested that strong cycle resources and transportation should be the first choice for allocation.

For the next market trend, Pacific Securities believes that maintaining the early fundamentals and foreign investment will support A-share upward judgment. Although the end of the year is approaching, investors have the mentality of keeping profits and the margin of fund game behavior is enhanced, the short-term market volatility will increase, and the medium-term market will be optimistic. In terms of configuration, Pacific suggests focusing on clockwise rotation and maintaining a balanced style.

YueKai securities also believes that the pro cyclical plate benefited from economic recovery may continue to be favored by funds, such as chemical industry, nonferrous metals, securities companies, automobiles, etc. In addition, the end of the year-end assessment of institutions is nearing the end, and many institutions have adjusted their positions to cash in the profitable plate performance this year and prepare to lay out next year. Focus on the products with higher prosperity, such as semiconductor, military industry, new energy vehicles and other leading varieties.

Last months top gold stocks up more than 50%

Chuancai Securities believes that the epidemic has a certain adverse impact on the companys lithium battery business operation, and the production and sales in the first half of the year are lower than expected. But the downstream electric tool market is hot, the companys orders are full, and the performance is expected to rise steadily.

From the plate perspective, the top ten stocks of monthly growth are mainly distributed in the undervalued Pro cyclical plate of nonferrous metals, mining, steel and chemical industry. Western mining, Changan Automobile, golden dragon fish and other stocks rose more than 50%.

From the perspective of securities companies, the portfolio performance of Sichuan financial securities was more prominent in November, and the yield of gold stock portfolio was 15.64%. From the beginning of the year to the present, the total return of the gold stock portfolio of the securities company is 74.24%, and the excess return is 52.66%. Chuancai Securities believes that the layout can be carried out in four directions in December. First, undervalued and pro cyclical sectors such as coal and steel, which have good performance and small increase, are expected to benefit; second, optional consumption represented by tourism, transportation, hotel and catering; third, financial sector represented by banks, whose performance has been improved continuously since the third quarter has become increasingly clear, and the banking sector may usher in a turning point in performance The real estate sector, as a pro cyclical sector, has seen a small overall increase since this year, but the overall valuation is low, and there is a game opportunity at the end of the year. Editor: Zhu Yin source: Shanghai Securities News Editor in charge: Zhong Qiming_ NF5619

From the perspective of securities companies, the portfolio performance of Sichuan financial securities was more prominent in November, and the yield of gold stock portfolio was 15.64%. From the beginning of the year to the present, the total return of the gold stock portfolio of the securities company is 74.24%, and the excess return is 52.66%.

Chuancai Securities believes that the layout can be carried out in four directions in December. First, undervalued and pro cyclical sectors such as coal and steel, which have good performance and small increase, are expected to benefit; second, optional consumption represented by tourism, transportation, hotel and catering; third, financial sector represented by banks, whose performance has been improved continuously since the third quarter has become increasingly clear, and the banking sector may usher in a turning point in performance The real estate sector, as a pro cyclical sector, has seen a small overall increase since this year, but the overall valuation is low, and there is a game opportunity at the end of the year.

Editor: Zhu Yin