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2024-12-14 11:24:25

Personal records are not used as investment advice, and should not be blindly followed. The ideas and logic are for reference only. At the same time, I don't set up a group and don't recommend stocks. I am also one of the thousands of people. The resumption is only to cultivate good habits.I) market review


..... 2) More positive policy signals are expected to drive the market for resource goods.Ⅲ) Individual stock analysis..... 2) More positive policy signals are expected to drive the market for resource goods.


Personal re-offer is for reference only.Personal re-offer is for reference only.CITIC Securities Research Report said that the Politburo meeting released a more positive policy signal, and the improvement of the real economy is expected to boost the price of upstream resources and lead the sector to return to the uptrend. It is suggested to focus on three main lines: 1) improving the fundamentals of general steel, coking coal, copper-aluminum basic metals and chemicals with strong consumption attributes; 2) Bonus varieties such as crude oil and thermal coal under favorable market liquidity; 3) Growing varieties such as lithium and rare earth under the favorable market style.

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