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9月27日晚间重要行业研究汇总(附股) _ 东方财富网

9月27日晚间重要行业研究汇总(附股) _ 东方财富网
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①安信证券：节后如有调整有望带来新的布局机会<br /><br />安信证券研报认为，从外部因素来看，中秋假期全球避险情绪升温、外盘大跌，可能导致A股短期震荡调整。然而FOMC会议和美国债务上限问题都偏短期，靴子落地后出现意外的可能性较低。其他外盘因素对中国经济影响较小，也不会破 ....

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8月11日晚间重要行业研究汇总(附股) _ 东方财富网

8月11日多家机构发布各大行业研究报告，以下是研报摘要，仅供投资者参考：电力设备：发电侧才是储能星辰大海关注5股投资策略：我们预计后续适时出台电化学储能电价机制、发电侧电价市场化相关政策是大概率事件，这将进一步推动储能资产从“政策要求”向“具备盈利模式”转变，并大幅激发相关投资积极性。 ....

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8月5日晚间重要行业研究汇总(附股) _ 东方财富网

　　
　　投资策略：2021Q2 军工板块反弹明显，期间主动基金持仓占比及市值均明显回升，超配幅度环比扩大，考虑到目前已披露中报的公司整体表现强劲，后续超配幅度有望进入扩张周期。从持仓变动看，主动基金持续聚焦产业链中上游，同时加大关注军工集团企业类标的。综合考虑细分行业景气度、赛道壁垒、需求确定性、供给格局，以及公司质地、前瞻性布局，建议关注：中航重机(600765，买入)、钢研高纳(300034，买入)、中航光电(002179，买入)、航天电器(002025，买入)、振华科技(000733，增持)、火炬电子(603678，未评级)、中航电测(300114，买入)、光威复材(300699，买入)、利君股份(002651，买入)、振芯科技(300101，未评级)、航发动力(600893，未评级)、新光光电(688011，买入)、西部材料(002149，未评级)、电科院(300215，未评级)、三角防务(300775，未评 ....

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7月48只新股上市合计募资超320亿读客文化成上市首日最牛股 _ 东方财富网

7月48只新股上市合计募资超320亿读客文化成上市首日最牛股 _ 东方财富网
eastmoney.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from eastmoney.com Daily Mail and Mail on Sunday newspapers.

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