Workflow
晓数点丨券商11月金股出炉:这些股获力挺,看好有色、医药等方向
Di Yi Cai Jing·2025-11-02 03:23

Core Viewpoint - The A-share market in October showed a mixed performance, with the Shanghai Composite Index rising by 1.85%, while the Shenzhen Component Index and the ChiNext Index fell by 1.1% and 1.56% respectively. Brokerages suggest a balanced allocation strategy to navigate short-term volatility [1] Group 1: Stock Recommendations - Multiple brokerages have released their investment portfolios for November, covering sectors such as materials, information technology, and consumer goods [1] - Notable stocks recommended by various brokerages include Huadian Technology, Industrial Fulian, Yun Aluminum, and others, with some stocks receiving multiple recommendations [2][4] - Among the stocks, Zhongji Xuchuang had the highest increase in October, rising over 17%, while Top Group experienced the largest decline, dropping over 8.9% [4] Group 2: Industry Preferences - Brokerages recommend focusing on sectors such as non-ferrous metals, brokerage firms, and pharmaceuticals, anticipating increased market volatility [6] - Suggestions include prioritizing low-volatility assets and considering investments in sectors like coal, telecommunications, and electricity, which are seen as having dividend attributes [6] - East China Securities highlights three main investment lines: technology, strategic emerging industries, and opportunities arising from increased investment expectations in the fourth quarter [7]