1. The international economic crisis caused by the U.S. subprime mortgage crisis may not gradually get out of trouble until next year.
2. Domestically, the country has gradually relaxed credit policies to stimulate the economy and expand domestic demand. Especially judging from the 10 measures to stimulate the economy announced not long ago, in the next few years, the country's economic construction will focus on the aspects mentioned in the policy: namely roads, railways, real estate, agriculture, environmental protection, etc. , these investment directions directly involve multiple sectors of the stock market: real estate, building materials, steel, railways, cement, environmental protection, new energy, etc.
3. Stocks: The China Securities Regulatory Commission is studying and improving the new stock issuance system to completely solve the harm caused by large and small violations. At the same time, we will continue to improve the stock trading system.
To sum up, the stock market can only participate in rebound speculation in the short term, and true reversal value investment requires patience. Currently, most Chinese stocks are oversold and have very good investment value. In view of the country's economic stimulus plan and economic regulation, the main force in starting the next round of market is some central enterprises and state-owned enterprises involved in the lifeline of the country's economy. Judging from the future economic investment directions of the above-mentioned countries, for long-term investment, it is recommended to pay attention to blue chip stocks or blue chip stocks that are currently oversold or missold.
China COSCO: China's largest and the world's second largest ocean dry bulk shipping company has excellent performance, but it still has uninjected tanker and shipbuilding assets.
ICBC: As the world's largest bank by market capitalization and a leading enterprise in China's banking industry, it has been little affected by the international financial crisis.
Sinopec:. It is an energy and chemical giant integrating upstream, midstream and downstream. It is one of the largest petroleum and petrochemical companies in China and even Asia. Relative to its strong demand for refined oil products, the expectation of deregulation of domestic refined oil prices still leaves huge room for profit improvement.
Chalco: A leading company in China's nonferrous metal industry. Today, when resources are scarce, the company purchases and stores a large amount of non-ferrous resources around the world, laying the foundation for development.
Ping An of China:.China's leading insurance company with excellent performance, good growth prospects, and gradually expanding overseas markets
Vanke A: A real estate leader with excellent performance and serious oversold situation.
China Shipbuilding Industry Corporation: a shipbuilding industry giant with excellent performance, good fundamentals and excellent growth potential. Business orders have reached 2011, and performance is expected to maintain rapid growth in the next 3-5 years.
China Merchants Bank: a leading commercial bank with rapid industry expansion and sustained performance growth.
China Unicom: Asset restructuring, one of the leading companies in the telecommunications industry, with good long-term development.
Baosteel Co., Ltd.: A leading enterprise in the steel industry with rapid high-tech innovation and obvious competitive advantages.
Wuhan Iron and Steel: Expanding production and restructuring, high-end products have obvious advantages.
China Railway Construction: one of the leaders in the railway industry, with good assets and stable performance growth, benefiting from the country’s future railway investment and construction
Rookie: Next time you ask a question, it’s best to narrow down your choices. For example, which industries have become hot spots? Which stock is the leader in this industry? What are the stocks that have been active in the short term recently? Which direction are you optimistic about in the medium to long term? Can I still buy stocks now? These are all questions that someone would be happy to answer.
Since you have asked, let me answer by the way: your wording is "investment", which can only be used in two situations:
Scenario 1: You have prepared funds for long-term investment in stocks. What you need now is judgment on the market and stocks, and you really want to invest;
Scenario 2: You actually envy the "fashion" and "infinite possibilities" of making money in stocks. You need to hide this idea well when asking others questions (in fact, hiding is impossible, you will understand later), so you use this mature, neutral, fashionable and smart wording called "investment". You just want to guess.
You have to understand this and be in the right position to get what you really want - not just money.
标签： #Stocks #Investment
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