CICC's research report on December 9 said that grasping the "market at the end of the year and the beginning of the year", the A-share "outsole" is taking shape. Looking forward to the market outlook, the positive tone of the Politburo meeting in December is expected to help "the market at the end of the year and the beginning of the year". On the profit side, the recently released PMI, fiscal revenue and expenditure, profits of industrial enterprises, home appliance sales and many other data show that China's economic growth momentum has improved marginally. On the policy side, since the end of September, China's policies have been significantly overweight. Many ministries and commissions have launched a number of steady growth policies around local government debt, promoting the real estate market to stop falling and stabilize, benefiting people's livelihood and promoting consumption, and investors' policy expectations have improved significantly. Considering the current macro-environment at home and abroad, the shortage of effective domestic demand is still the main contradiction, and the marginal increase of overseas pressure is prompting the countercyclical policy to be further overweight. The Politburo meeting will continue to actively set the tone and guide the economic work next year, which will help boost investor confidence.Ⅲ) Individual stock analysis
..... 1) NVIDIA was investigated by antitrust, and the main line of domestic chips was clear.CICC's research report on December 9 said that grasping the "market at the end of the year and the beginning of the year", the A-share "outsole" is taking shape. Looking forward to the market outlook, the positive tone of the Politburo meeting in December is expected to help "the market at the end of the year and the beginning of the year". On the profit side, the recently released PMI, fiscal revenue and expenditure, profits of industrial enterprises, home appliance sales and many other data show that China's economic growth momentum has improved marginally. On the policy side, since the end of September, China's policies have been significantly overweight. Many ministries and commissions have launched a number of steady growth policies around local government debt, promoting the real estate market to stop falling and stabilize, benefiting people's livelihood and promoting consumption, and investors' policy expectations have improved significantly. Considering the current macro-environment at home and abroad, the shortage of effective domestic demand is still the main contradiction, and the marginal increase of overseas pressure is prompting the countercyclical policy to be further overweight. The Politburo meeting will continue to actively set the tone and guide the economic work next year, which will help boost investor confidence...... 1) NVIDIA was investigated by antitrust, and the main line of domestic chips was clear.
..... 2) Grasp the "market at the end of the year and the beginning of the year", and the A-share "outsole" is forming.Ⅲ) Individual stock analysis..... industry capital flow: 814.2 million yuan net inflow of food and beverage.
Strategy guide 12-13
Strategy guide
12-13
Strategy guide
12-13