In August, the gold stocks recommended by Huajin Securities are: Great Wall Motor, Western Superconductor, Oriental Securities, Kanglong Huacheng, Jinbo shares, Jingsheng Mechatronics, Foster, Shengbang shares, Ruike Laser, Zhouming Technology.
[review of gold stocks] in July this year, the return of the gold stock portfolio recommended by Huajin Securities was 6.71%, ranking ninth among 26 brokerages. The three stocks with the highest returns were Jinli permanent Magnet, Jingsheng Machinery and Foster, with monthly increases of 48.61%, 35.33% and 33.72%, respectively. For details of the report, see"Brokerage gold stock portfolio" record "in July: Everbright Securities 28.87% won the championship Galaxy worst"。
The following is the gold stock report of Huajin Securities in August:
Yield review: the top ten A-share gold stock portfolios of Huajin Securities achieved a yield of 3.33% as of July 29, while the yield of the CSI 800 Index was-5.72% in the same period. In that month, the gold stock portfolio outperformed the CSI 800 Index by about 9.05 percentage points.
The slow bull market is expected to return to slow bull in August, and the slow bull market is expected to continue after a brief decline in July. Impacted by the rectification of the Internet and education industries at the end of July, relevant Chinese and Hong Kong stocks fell sharply, hitting the A-share market. In addition, there were several cases of COVID-19 infection in China, resulting in increased short-term fluctuations. However, after entering August, as the synchronous margin of liquidity expectations at home and abroad tends to improve, the performance expectation of the China report is still good, creating better internal and external conditions for the current structural market to continue to deduce. On the one hand, due to the renewed outbreak of overseas epidemics and increased market concerns about economic recovery, the Federal Reserve's latest statement is once again dovish, and the fear of tightening in overseas markets has obviously eased, boosting global market risk appetite; on the other hand, back home, the central bank cut reserve requirements more than expected in July, stabilizing market liquidity expectations, making domestic investment sentiment tend to be stable. In the context of reasonable and abundant market liquidity, the structural market is expected to continue, and if domestic market interest rates fall as expected in August, there will be more room for upward repair of overall valuations in the future. Continue to be optimistic about the new energy industry chain, hard technology led by chips, and appropriately increase the allocation of military industry and securities firms.
