At what cycle level to operate the stock
On February 26, the Central Bank held a teleconference to deploy financial support for the resumption of work and production of small, medium and micro enterprises. Liu Guoqiang, member of the Party Committee and Vice Governor of the Central Bank, delivered a speech. The meetiAt what cycle level to operate the stockng believes that the current epidemic prevention and control is at the most strenuous and critical stage. Supporting and coordinating the prevention and control of the new crown pneumonia epidemic and economic and social development is the top priority of the financial system. The central bank will earnestly implement a prudent monetary policy and pay more attention to flexibility. Moderate requirements provide low-cost and inclusive financial support for the orderly resumption of work and production of enterprises, and effectively solve the urgent problems of debt repayment, capital turnover and expanded financing faced by enterprises in resuming work and production.
On February 29, an employee of Google’s office in Zurich, Switzerland, tested positive for the new crown virus. For safety reasons, Google has begun to restrict employee travel. At the same time, Google has also asked its employees working in its European headquarters in Berlin, Washington and California offices to go home to work. The company emphasizes that if employees choose to come to the office, they must not bring any visitors.
Essence Securities further pointed out that 2020 is a year of change, and home appliance investment also needs to integrate industry changes and follow the trend. The agency believes that real estate sales are expected to maintain a growth trend in the second half of the year, which will stimulate future demand for home appliances. It is recommended to focus on the kitchen appliance sector (Boss Electric, Zhejiang Meida, Vantage Holdings (002035)). Based on the current market valuation, in addition to the kitchen appliance sector, it is recommended to pay attention to the following investment opportunities: channel reform (Gree Electric, Haier Zhijia, Midea Group), state-owned enterprise reform (Hisense Video (600060), Hisense Home Appliances, Aucma (600336)), Qualitative changes in demand (Hairong Cold Chain (603187), Stone Technology, Xiaoxiong Electric, Joyoung, Xinbao, Supor).
At this stage of the game, where are the global investment opportunities? Only in. First of all, it may become a safe haven and the market with the most opportunity for the global market. Because we have huge market demand, we are also actively developing technology and other industries. Secondly, the current position of the A-share market is at a low point, and many stocks are attractive to funds. The next few stocks with good interim performance or even exceed expectations will have a positive impact on market sentiment. Private equity person Wu Guoping said.
Continue to pay attention to the field of environmental protection PPP: pay attention to Tus Sander (accelerated project implementation + smart environmental sanitation), Beijing Enterprises Water, CICC Environment, Infore Environment... [Click to view full text] We believe that the industry is in a weak recovery stage in the second quarter. The anti-inflationary supermarkets and the gold and jewelry industries are booming, and optional consumption such as department stores also shows signs of recovery. We are still optimistic about the supermarket and gold and jewelry sectors in the second half of the year, and the CPI may enter an upward channel. We believe that department stores in consumer optional goods may be under pressure, mainly because of the new regulations on issuance of invoices and the expected changes in future accounting revenue recognition, and the industry presents a certain degree of uncertainty. Pay attention to the subject: Lao Fengxiang, Rainbow shares, Yonghui Supermarket, Shoushang shares, You A shares and Youhao Group... [Click to view full text] Investment advice: Wind power operation is under the background that wind power installations are basically flat and wind power curtailment is significantly improved. Manufacturers and manufacturing leaders are expected to benefit.
On the evening of January 30, Beijing Culture (00080SZ), which has been proAt what cycle level to operate the stockmoted to the upstart of film and television with a 48.8 billion yuan hit movie "Wandering Earth", released its 2019 annual performance forecast. The company expects a loss of 1.5 billion to 2.5 billion yuan in 2019.
On September 4th, Wang Bin, deputy director of the Department of Consumption Promotion of the Ministry of Commerce, stated at a press conference held that day that the consumer market is gradually overcoming the adverse effects of the epidemic, steadily recovering, and stabilizing and improving. It is expected that consumption growth in September will set off new growth. climax. However, the recovery of industries such as catering and accommodation has been slower than expected, some durable consumer goods have fallen sharply, and some areas have suffered deeper declines affected by the epidemic. The consumption potential needs to be further released.
After "Journey to the West: The Return of the Great Sage" won the box office of nearly 1 billion yuan in 2015, domestic animated films have actually made many attempts. Among them, there are many good works from the perspective of art, technology and story, but from a commercial point of view, none Many works have their own shortcomings-either commercial or artistic works can be close to the results of "Journey to the West: The Great Sage Returns".