5 well-known brokerages Friday bullish on 6 plates 55 shares (list)www.ncss.org.cn

5 well-known brokerage Friday bullish 6 plates 55 shares (list) Sina App: Live on-line blogger to help guide the stock masters 20 years experience in electronic games veteran: from science and technology evolution recommended 12 stocks of Olympic Games is always the best exhibition center of cutting-edge technology, we can from the center based on you can see the future direction of development of electronic industry. When the innovation direction of science and technology industry has changed, the electronic industry as the cornerstone of the construction of science and technology industry is bound to face adjustment, when the giants in the technology industry to change the strategy, the rise and fall of the internal electronics industry will follow. This year’s IDF, INTEL demonstrated its 5G and networking strategy, we saw the INTEL no longer mention PC and notebook computer, but a Joule, calculation module of MR fusion reality, low power and high performance virtual reality solutions, UAV and cooperation with other companies, the Internet industry layout, smart city unmanned. After defining the basic logic line of the electronic industry, we determine the investment framework of sensors, biometrics and intelligent control along the general direction of sensing, recognition, control and the background of intelligent manufacturing and Internet of things. According to the path diagram of chip localization, the logic of equipment and material benefit first is determined. According to the evolution form of smart phone black technology, the industrial logic of 3D glass and double cameras is determined. According to the judgment of the industry cycle, a number of high-quality endogenous growth still steady white horse stocks or small white horse stocks. We continue to maintain a good rating and keep our portfolio unchanged. The recommended stock pool: seven electronics, aipake, Jing Jiawei, Thai, Suzhou goodark, Ou Feiguang, star technology, blue Synopsys, birchtek sunlord, Hikvision, UOB shares. Securities: medical health industry has become a pillar industry of the recommended 8 shares 19 to 20 on the national health conference held in Beijing, the meeting stressed that the people’s health priority to the development of the strategic position, the health industry has become a pillar industry of the national economy, we believe that the central leadership attaches great importance to the health industry, health care reform will continue promote the meeting, proposed to build Chinese medicine China brand, brand of Chinese medicine to the Dong-E-Jiao, Tongrentang, guangyuyuan and Baiyunshan as the representative of the future will have greater market opportunities; rural grassroots medical institutions will be the future of national finance and social capital of key investment direction, optimistic about the basic medical institutions and medical equipment upgrades replacement service the construction of investment opportunities. The SASAC issued "on the development of state-owned holding enterprises of mixed ownership ESOP pilot opinions", the pilot enterprises shall be the main competitive industry, reasonable ownership structure, sound governance structure, operating income and profit of 90% group from the external market, most of the pharmaceutical industry to meet the conditions, we continue to maintain a preliminary point of view, focus on the valuation of Chinese medicine, suggestion reasonable pharmaceutical business and relevant standard expected: the reform of state-owned enterprises such as the Huarun 39, Baiyun Mountain, Shanghai pharmaceutical, Shandong pharmaceutical glass, pharmaceutical, pharmaceutical, pharmaceutical and other sentient beings in North China, also built about

5大知名券商周五看好6板块55股(名单) 新浪财经App:直播上线 博主一对一指导 助阵炒股大师赛 20年经验老手解盘   电子:从奥运闭幕看科技演变 荐12股   奥运会历来是前沿科技最好的展示中心,我们立足中心就可以从中可以看到电子行业未来的发展方向。当科技行业创新方向发生了变化,电子行业作为科技行业的构建基石必然面临调整,当科技行业内的巨头们转变策略,电子行业内部的兴衰交替也就随之而来。今年的 IDF 上, INTEL 展示了它的5G 和物联网战略,我们看到了 INTEL 不再提到 PC 和笔记本电脑,而是展示了 MR 融合现实、低功耗高性能的计算模块 Joule、虚拟现实解决方案、 无人机等并与其他公司合作布局工业互联网、智能城市、无人驾驶。电子行业的基本逻辑主线确定后, 我们沿着感测——识别——控制的大方向以及智能制造和物联网的大背景,确定了传感器、生物识别、智能控制的投资框架。   按照芯片国产化的路径图,确定了设备、材料最先受益的逻辑。按照智能手机黑科技的演化形式确定了 3D 玻璃、双摄像头的产业逻辑。按照行业周期的判断确定了一些优质的内生性增长依旧稳健的白马股或小白马股。我们继续维持行业看好评级不变,维持我们的投资组合不变。   股票池推荐: 七星电子、艾派克、景嘉微、和而泰、苏州固锝、欧菲光、 星星科技、蓝思科技、中航光电、顺络电子、海康威视、大华股份。渤海证券   医药:健康产业成为支柱产业 荐8股   19 日至20 日全国卫生与健康大会在京召开,会议强调把人民健康放在优先发展战略地位,把健康产业培育成为国民经济的重要支柱产业,我们认为中央高层对健康产业高度重视,医改将持续推进,会议提出打造中医药的中国品牌,以东阿阿胶、同仁堂、广誉远和白云山为代表的品牌中药未来将存在较大的市场机遇;农村等基层医疗机构将是未来国家财政和社会资本重点投入的方向,看好基层医疗机构装备升级换代和医疗服务建设带来的投资机会。   国资委发布《关于国有控股混合所有制企业开展员工持股试点的意见》,试点企业主业须为竞争性行业,股权结构合理、治理结构健全、营业收入和利润90%来自集团外部市场,医药行业大多符合条件,我们继续维持前期观点,建议关注估值合理的中药、医药商业及存在国企改革预期的相关标的:如华润三九、白云山、上海医药、山东药玻、翰宇药业、众生药业、华北制药等,另外建议关注受益一致性评价的CRO 企业:博济医药   重点推荐标的:华润三九(000999)、白云山(600332)、上海医药(601607)、山东药玻(600529)、翰宇药业(300199)、众生药业(002317)、华北制药(600812)、博济医药(300404)。长城证券   机械:三角度关注投资机会 荐10股   电子设备及部件、化学品制造行业情况不容乐观,收入逐年下滑,受宏观环境和新进入者的双重影响此前德国电子设备及部件的发展主要依赖于汽车行业的繁荣,而在经济下滑的背景下,电子设备及部件行业受到来自以亚洲公司为代表的新进入者的激烈竞争。而化学制造品行业收入的下降一方面由于原材料价格的下降,造成了相应产品的下降,进而造成行业整体规模的收缩;另一方面由于竞争者的不断进入,造成供给大于需求。   投资建议和风险提示:机械产品需求总体疲弱、分化明显,我们维持机械行业“持有”评级,投资方向上重点关注“新智能、新服务”两大方向。近期,我们建议从三个角度关注投资机会:(1)稳定增长的企业:中国中车、豪迈科技、康力电梯;(2)具有价格或资产驱动属性的企业:中集集团、海油工程、杰瑞股份;(3)成长能力较强的企业:浙江鼎力、龙马环卫、华测检测、中金环境等。广发证券   建筑工程:重点关注两大主线 荐15股   大部分公司按照传统BT、BOT 模式筛选PPP 项目。少数民营公司在市场容量萎缩的情况下选择积极拥抱PPP 项目的短期占优策略。目前行业更重要的基本面变化在于国企、民企为了各自的诉求大力拥抱政府项目。   无风险收益率下降带来的资金成本降低进一步推动国有建筑公司的强势地位建筑公司往往牺牲回款条件来争抢工程订单,债务融资规模可能会大幅上升,国企在债务融资渠道和成本方面无疑具有显着优势。建议重视低估值、高分红的板块效应。   投资建议   我们维持对行业的“买入”评级;维持对于中国建筑、中国铁建、中国中铁、中国交建、上海建工、隧道股份、葛洲坝、山东路桥等国有建筑公司的买入评级,维持对于腾达建设、龙元建设、江河集团、全筑股份、富煌钢构、中衡设计、苏交科等民营建筑公司的买入评级。广发证券   电动汽车:分时租赁市场空间大 荐5股   我们认为,随着新能源汽车保有量的快速上升,后端运营领域(整车租赁与充电服务)将无疑会充分受益,尤其是在中央部委机关及各主要地区政府的积极支持下。目前涉及电动汽车分时租赁与运营的标的主要有:力帆股份、科泰电源、合康变频、纳川股份、大洋电机等,具备先发优势并将充分受益。渤海证券   化工:关注供给侧改革机会 荐5股   目前化学品市场整体维持稳定,因供需基本面的改善,近期染料、钛白粉价格高位坚挺,而聚氨酯价格持续上涨,建议关注相关公司的交易性机会。投资者可持续关注供给侧改革和国企改革为主题的投资机会。整体维持行业“中性”评级,重点推荐三友化工、佰利联、万华化学、上海新阳、航民股份。渤海证券 新浪声明:此消息系转载自新浪合作媒体,新浪网登载此文出于传递更多信息之目的,并不意味着赞同其观点或证实其描述。文章内容仅供参考,不构成投资建议。投资者据此操作,风险自担。 进入【新浪财经股吧】讨论相关的主题文章:

 

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