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2024-12-13 05:32:47

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...... 1) The four benefits are concentrated! Artificial intelligence, ups and downs, robot concept stocks are repeatedly active.In terms of industry funds, as of the close, the net inflow of communication equipment, optics, optoelectronics and consumer electronics ranked high, of which the net inflow of communication equipment was 2.365 billion.


..... 1) The four benefits are concentrated! Artificial intelligence, ups and downs, robot concept stocks are repeatedly active...... 2) More positive policy signals are expected to drive the market for resource goods...... 2) More positive policy signals are expected to drive the market for resource goods.


ⅴ) Institutional viewpoint..... 1) The four benefits are concentrated! Artificial intelligence, ups and downs, robot concept stocks are repeatedly active.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.

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