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急速赛车是统一开奖么?

急速赛车是统一开奖么?:Penghua Fund Yu Bin: In the short term, the national defense military sector is expected to achieve excess returns.

时间:2018/7/24 21:27:52  作者:  来源:  浏览:0  评论:0
内容摘要: The defense sector has undergone adjustment since 2015, and the industry risk has been released in a large amount. Currently, it is in a st...

The defense sector has undergone adjustment since 2015, and the industry risk has been released in a large amount. Currently, it is in a stage of strong support downwards, and the fundamentals of the industry are also improving. Considering that the basic logic of current industry performance is highly correlated with macro expectations, and the relationship between the defense sector and the macro economy is weak, in this case, the defense sector in place has begun to have a configuration value. 2018 is the first year of the fundamental reversal of the plate. With the complete elimination of risk factors, the investment value of the plate is obvious. The current PE and PS valuations of the current sector correspond to historical lows, and the further downside space is still very limited. The characteristics of the sector currently in the middle and long-term bottom regions are obvious, and the medium and long-term investment value is worthy of attention. As the performance of the sector is strongly correlated with the growth industry, the probability of investment opportunities will keep pace with the market. The high flexibility of the sector is the ideal product to participate in the market rebound.

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In addition, in the current environment, market risk appetite is generally low, and sectors with defensive attributes will be of concern to investors. However, in the context of the slowdown in the growth of the consumer sector and the loosening of the behavior of investors, the defense attributes of the defense industry began to receive attention. According to statistics from Dongxing Securities , the market value of 142 military stock positions held by active funds in the second quarter accounted for 1.96%, which was 0.56% lower than the first quarter. The defense military sector is still in a relatively low state. From the perspective of trading and configuration attributes, we believe that the defense military sector is expected to achieve a relatively certain excess return in the short term.


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