24家券商已推荐159只“收官月”金股

Group 1 - The capital market is at a critical juncture as it transitions from 2025's performance to the opening of 2026, with 24 brokerages recommending a total of 159 "golden stocks" for December [1] - Zhongji Xuchuang leads the recommendations with 7 brokerages endorsing it, followed by Midea Group with 5 brokerages, and other notable mentions include Muyuan Foods and Anjii Foods, each recommended by 4 brokerages [2] - Analysts are generally optimistic about the A-share market in December, predicting a "volatile upward" trend and the potential for a "cross-year market" [2] Group 2 - December is expected to see improvements in fundamental expectations, macro liquidity, and policy catalysts, potentially leading to an early start of the spring market [3] - Four main investment themes have been identified: "anti-involution," "going abroad," high dividends and stable cash flow, and technology innovation and domestic demand recovery [3] - The semiconductor industry is anticipated to benefit from a cyclical recovery, while service consumption is expected to emerge as a new growth point [3] Group 3 - In November, 267 golden stocks were recommended by brokerages, with 87 stocks experiencing price increases, and 4 stocks seeing gains over 30% [4] - Shanghai Port Bay, recommended by Huatai Securities, led with a 60.15% increase, followed by Bluefocus and Yaxiang Integration with gains of 45.99% and 43.57%, respectively [4] - However, the correlation between brokerage recommendations and actual stock performance is not always consistent, as seen with Top Group and Zhongji Xuchuang, which had mixed results despite multiple endorsements [4] Group 4 - The "Guolian Minsheng Golden Stock Index" topped the monthly performance with a 4.59% increase in November, followed closely by the "Huatai Securities Golden Stock Index" at 4.51% [5] - Overall, several golden stock indices have shown strong performance, with some indices exceeding a 60% increase over the first 11 months of the year [6]