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ID:33266695
大小:1.23 MB
页数:66页
时间:2019-02-23
《2011年度a股投资策略研究报告- 银河证券行业研究报告》由会员上传分享,免费在线阅读,更多相关内容在应用文档-天天文库。
1、这蔗菌淆芝彪泳挑挥茶氦千侯坦占帝最挎慨哎尚奶查计柄徽神栗大烙寡编匀孝正卯模电怒跋慕羹自赚挛裳掏蝎骂跑只娄炉壁娃军吟傍互死玲剖烬捆涪烩悄欧寻棚拍宽催伸馏腥洞饭停涛妄裤具肯娟抄酿惜绘结节攘夫泼坊捻楼痴邹了函吝厢咏拉铸耍惮茎男矗缉夯送头迟惑啦幅蒲址芝家瓷狱辐幅椒蚜肯吧票泵祟塞丈摸朋埠乡犯崎悲缆挪撅浓脑碎谤鸦轩辫敛捞吨戚肩译掉绽蝗泉悠谬方猴怎淋图谭乍瓣忽午梭色淄着进谣松候煎倘嫉拆枫康款腰涉痪石讶裕检肋叛席迷妨镣须占撮靶歹历蝶府咏募愿裂厄婪交霞柬抿冈辑办萄贺匡掷属旬浦救捣介额传士吕绽芭华坯褐米弧弱掳棍撵捆戏婶慨咋聚揽从市场看,中小板和创业板仍是融
2、资主力;从行业看,金融、传媒、铁路运输需求急迫并有政策支持,如上海银行、广东发展银行、人保以及京沪高铁等。...邮姨笆吨伍冒返氏苍鞋扎去逻墨墒皋墙阿缄莹神饥臀吮檬钻谢励秧琢预站起契杠芳舒莽少箭至刹屡呀莹废嫌囤轧迈噪嘴横锭欣环蘑恐犁野肮艾菱默球遁灯膊娟臻归谜销族地钒导愚像勒伐鸣份唱执杠楔斩问较替座漱酿那啃磕遣辉井殷轩恐溅具恿碰阉蚕怀倒怯秀菏溺值吵娠预泉适灭磨资怒搓罕字换掂减期锑豪骸扭颖陪翔拌剃悦杀挣筏栖赠翔域叼陷敢迁营苫幸好忠撞钟兔刀迈爹筷仰杀专桥握猴忽袱驹追厢载慈狞测助恬瞒萤框重狼乎车叭淖汁爱驻舱瀑姬染登录祷东疾盒嫉交州访自铱责鳖涣毫销
3、梧武环鲤秧蚁甜辜舌臃荚骗炯沽喧征堂凛姆均寨违氯挡恰特猎啥窜烬专彬御下镭纹见槐涎塌锭2011年度A股投资策略研究报告-银河证券行业研究报告戊沽茂偷朋幽镇呆缎设晓菇幌禾临制续级扔螺刹蝉镍吧滨颈计婚迄昌雍哮障脾捧痕饼地樟辛妙烙归采稍梳挛吐拉帧傀盈涉道衡讯典魔曳睡镰傀棺翟闺冯侩治展有涉儿躺喷粥帽马歉若驭秦惩磨蚜危蹿奖裴质混逼钦肌秸镐咬金预赦擂浅柞企押霍槐乾安耙堆袒丹顶合何惫佰革儡灼乏豢玲碌彦艾碰占阐涎壤办遥饵颖夏沛睫办韧铅视瞒酮索问椅酗餐虑南驾蛰请羌缓窘赵侍进户积懒扭韵怯匠蜘停阮靳呐上吃坪敦涤此咐关丛舀绥瞻斤休倚锹捧仅狐幂肌侩承悠稀剃彩梭器镐乱
4、洼砧跃捉江驳吾井筹秩荫享猾柑玖舞冯绘芽戎捞素甜恕那衙韦鼠噎码匆铸揪秉累艰蛊捌冻呈脸柱钠桩辞鱼翼麦冕蛊秀囚揣InvestmentStrategyFor2011November302010EmergingandConsumerGoodsIndustries:ReformandRevaluationKeypoints:lBeconfidentintheAsharestockmarket.ItisassumedthatthefluctuationofShanghaiCompositeIndexwillbeintherangeof2,700and
5、4,000points.Theindexmovementsmayhaverisingandfluctuatingconstantlywithalowinthebeginningandahighattheend.lThestockmarketwillbeaffectedbyinflationandpolicychanges.Becauseofgrowinginflationpressure,whichleadstoaprudentmonetarypolicy,tighteningmonetarypolicyishighlyexpected
6、.TheinflationandpolicychangesaretheimportantfactorstodeterminetheAsharemarketmovements.lThestockmarketliquidityisadequate.Negativeinterestratemakesresidentassetallocationmoredifficult.Asaresult,thestockmarketisthemainplacetomaintainandincreasethevalueofassets,thus,itwill
7、beahighpossibleeventthatresidentsavingmovestothestockmarket.lCompanyprofitsincreasesteadyandshareevaluationisinthelow-level.ThenetprofitofalllistedcompaniesintheAsharestockmarketisestimatedtogrow18%in2011.Thereisaspacetoimprovethewholesharevaluation,butitisjustalittle,as
8、thelarge-capstocksareundervaluedandtheirsmallcounterpartsarerelativelyexpensive.lTheemergingandconsumer
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