年内最高涨逾120%！14家券商5月投资“金股”出炉

中国证券报2021-05-04

随着4月行情收官，即将到来的5月有哪些值得买入的“金股”成为市场投资者关注的话题。据中国证券报记者不完全统计，截至5月3日发稿，已有14家券商发布了5月月度投资组合，涉及的123只金股中，紫金矿业、智飞生物最被看好。从“含金量”看，剔除年内上市新股后，截至4月30日收盘，前述5月推荐金股中年内表现最好的股价已涨逾120%。对于后市，券商认为，A股市场中仍存结构性机会，短期投资者需保持谨慎，但对...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

每天赚一点
2021-05-04
每天赚一点
推薦的暫且不說，自身難保倒是真的?
风雪腊梅
2021-05-04
风雪腊梅
???
LyndaQ
2021-05-04
LyndaQ
幫忙回覆，感恩
- LyndaQ:
  Thanks
- godaddygo:
  Good
Jessie8590
2021-05-04
Jessie8590
[666]
- ASLi:
  [得意]
捷子
2021-05-04
捷子
哦你們a了老婆polili”m
longLong
2021-05-04
longLong
幫忙回覆謝謝
- MyKhoo:
  Good

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/1156813920?lang=en_US&edition=fundamental","thumbnail":"https://static.tigerbbs.com/4a10424fe3b1f29e8d28fdc0dc474e86","is_english":false,"pubTime":"2021-05-04 08:53","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1156813920","market":"sh","top_or_hot":-1,"title":"年内最高涨逾120%！14家券商5月投资“金股”出炉","media":"中国证券报","content":"<div>\n<p>随着4月行情收官，即将到来的5月有哪些值得买入的“金股”成为市场投资者关注的话题。\n据中国证券报记者不完全统计，截至5月3日发稿，已有14家券商发布了5月月度投资组合，涉及的123只金股中，紫金矿业、智飞生物最被看好。从“含金量”看，剔除年内上市新股后，截至4月30日收盘，前述5月推荐金股中年内表现最好的股价已涨逾120%。\n对于后市，券商认为，A股市场中仍存结构性机会，短期投资者需保持谨慎，但对...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/jiqzGXwl4_OJVFRHI_NUvw\">Source Link</a>\n\n</div>\n","source":"zgzqb","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>年内最高涨逾120%！14家券商5月投资“金股”出炉</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n年内最高涨逾120%！14家券商5月投资“金股”出炉\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-04 08:53 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/jiqzGXwl4_OJVFRHI_NUvw><strong>中国证券报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>随着4月行情收官，即将到来的5月有哪些值得买入的“金股”成为市场投资者关注的话题。\n据中国证券报记者不完全统计，截至5月3日发稿，已有14家券商发布了5月月度投资组合，涉及的123只金股中，紫金矿业、智飞生物最被看好。从“含金量”看，剔除年内上市新股后，截至4月30日收盘，前述5月推荐金股中年内表现最好的股价已涨逾120%。\n对于后市，券商认为，A股市场中仍存结构性机会，短期投资者需保持谨慎，但对...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/jiqzGXwl4_OJVFRHI_NUvw\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"000001.SH","symbol_name":"上证指数","start_time":0,"source_url":"https://mp.weixin.qq.com/s/jiqzGXwl4_OJVFRHI_NUvw","article_id":"1156813920","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/4a10424fe3b1f29e8d28fdc0dc474e86"],"rights":{"source":"zgzqb","url":"https://mp.weixin.qq.com/s/jiqzGXwl4_OJVFRHI_NUvw","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=1156813920","pubTimestamp":1620089635,"columns":[],"sourceInfo":{"source_id":"zgzqb","name":"中国证券报"},"weMediaInfo":null,"summary":"随着4月行情收官，即将到来的5月有哪些值得买入的“金股”成为市场投资者关注的话题。\n据中国证券报记者不完全统计，截至5月3日发稿，已有14家券商发布了5月月度投资组合，涉及的123只金股中，紫金矿业、","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"translate_title":"The highest increase in the year exceeded 120%! Fourteen brokers invested in \"gold stocks\" in May","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/5a8c1e0448fd30c1601dc2041172afdb","symbols_score_info":{"399001":0.9,"399006":0.9,"000001.SH":0.9},"content_text":"随着4月行情收官，即将到来的5月有哪些值得买入的“金股”成为市场投资者关注的话题。\n据中国证券报记者不完全统计，截至5月3日发稿，已有14家券商发布了5月月度投资组合，涉及的123只金股中，紫金矿业、智飞生物最被看好。从“含金量”看，剔除年内上市新股后，截至4月30日收盘，前述5月推荐金股中年内表现最好的股价已涨逾120%。\n对于后市，券商认为，A股市场中仍存结构性机会，短期投资者需保持谨慎，但对全年市场仍可保持乐观；配置方面，受益于海外经济复苏和工业品涨价的短期主线，以及印度疫情二次爆发所带来的短期投资机会等，均值得关注。\n紫金矿业、智飞生物成最看好个股\n被荐个股年内最高涨逾120%\n据中国证券报记者不完全统计，截至5月3日发稿，目前已有中国银河、中信建投、西部证券、开源证券、东兴证券等14家券商发布了5月月度投资组合，涉及的123只金股涵盖了有色金属、医药生物、化工、交运、电子、采掘等数十个细分行业。\n紫金矿业、智飞生物是前述券商5月最为看好的个股，其均获得了4家券商的联合推荐，涉及券商包括中国银河、中信建投、东兴证券、光大证券、西部证券、国元证券、华金证券。\n从行业看，紫金矿业属于有色金属行业，智飞生物则属于医药生物行业，截至4月30日，其年内股价分别累计上涨18.73%、52.42%。\n东方财富、平安银行5月分别获得了3家券商的联合推荐，5月券商较为推荐个股还包括徐工机械、卫星石化、金山办公、卓胜微、蔚蓝锂芯、青岛啤酒、隆基股份、凯莱英、捷捷微电等。从行业分布看，多家券商延续了4月推荐投资组合的风格偏好，上述个股中既涵盖了化工、交运等顺周期板块个股，也包含了计算机、电子等成长风格个股。\n14家券商5月推荐次数居前金股\n\n数据来源：券商研报\n除A股个股外，一些港股个股也入围了券商5月金股组合。前述券商5月推荐的港股金股包括天工国际、敏华控股、宇华教育、金蝶国际、IGG、中通快递-SW、农夫山泉、金山软件等。\n14家券商5月金股汇总\n\n数据来源：券商研报\n从股价表现看，上述券商推荐金股“成色”如何？\nWind数据显示，在剔除2只年内上市新股后，截至4月30日收盘，121只金股中有83只年内收涨，占比达68.60%；其中42只个股涨幅超过20%。朗姿股份、联泓新科年内涨幅双双超过120%，鄂尔多斯、汉钟精机、IGG、华菱钢铁、云铝股份等11只个股截至4月30日收盘年内涨幅均在50%以上。\n14家券商推荐5月金股年内涨幅前15\n\n数据来源：Wind\n结构性行情中捕捉业绩确定性机会\n在经历年初冲高后，3月初A股三大股指快速下探，此后转为横盘震荡态势，4月指数略有反弹。在中国银河证券看来，4月市场有所反弹但上涨动能不强，主要表现为“低量上涨+放量下跌”，市场情绪仍然较为低迷，行情的持续性差。不过在基本面快速增长的助力下，A股市场中仍存结构性机会。\n光大证券指出，一季报业绩影响个股涨跌，市场关注重心由长期业绩空间转向短期业绩确定性；二季度仍是重要的数据验证期，短期投资者需保持谨慎，但仍对全年市场保持乐观。\n对于业绩具备可持续性的板块，西南证券认为需具备两个条件：一是具备长期逻辑的板块，当前行业周期仍然向上；二是逻辑被财报数据所兑现。从这个角度看，医药龙头、软件龙头、军工材料龙头、地产后周期龙头、新能源赛道仍然是值得配置的领域。\n近期市场除整体保持震荡外，另一大明显特征便是缺乏足够明确的市场主线。对此开源证券认为，市场当前正处于风格切换模糊期，市场结构类似2016年的新旧交替，但后续市场延续春节后的主导风格因素还会进一步加强，伴随全社会货币供应量的增长，部分周期品将长期享受货币符号增长带来的名义价格提升。对投资者而言，反弹正是调仓的机会。\n关注海外疫情反复带来机会\n对于5月后市还有哪些配置方向，中信建投证券认为，预计央行将继续保持当前的中性货币政策不变，经济活动在2021年二季度保持相对的景气，市场会继续呈现出反弹格局。行业方面，生物医药、食品饮料等行业在利率边际放松的情况下会持续表现；由于去年低基数的原因，2021年4月PPI将持续上行，不排除周期板块二次上行的可能性。\n中国银河证券建议，后市可关注受益于海外经济复苏和工业品涨价的短期主线、“碳中和”催化产业升级的长期逻辑，以及风险释放较为充分的长期优质标的。\n光大证券建议，在市场风险偏好降低、投资者更加关注短期业绩确定性的背景下，今年业绩增长确定性高的板块可能将更受投资者青睐，如受疫情影响较大的休闲服务、交通运输以及TMT行业；此外，投资者也可适当关注印度疫情二次暴发所带来的A股原料药、纺织服装等行业短期投资机会。\n开源证券延续对以下三条主线的推荐：一是钢铁、铝、煤炭、化工中的部分低估值品种（PVC、纯碱、钛白粉、化纤等）；二是银行（四大行和部分城商行为主）、房地产、建筑；三是TMT、机械。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":106269484,"gmtCreate":1620124922448,"gmtModify":1704338964994,"author":{"id":"3582022446360705","authorId":"3582022446360705","name":"每天赚一点","avatar":"https://static.tigerbbs.com/3d9220c9893a84150233ca270d10903d","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3582022446360705","authorIdStr":"3582022446360705"},"htmlText":"推薦的暫且不說，自身難保倒是真的?","listText":"推薦的暫且不說，自身難保倒是真的?","text":"推薦的暫且不說，自身難保倒是真的?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/106269484","repostId":1156813920,"repostType":4,"repost":{"id":"1156813920","kind":"news","pubTimestamp":1620089635,"share":"https://ttm.financial/m/news/1156813920?lang=en_US&edition=fundamental","pubTime":"2021-05-04 08:53","market":"sh","language":"zh","title":"The highest increase during the year was more than 120%! 14 securities firms invested in \"gold stocks\" in May","url":"https://stock-news.laohu8.com/highlight/detail?id=1156813920","media":"中国证券报","summary":"随着4月行情收官，即将到来的5月有哪些值得买入的“金股”成为市场投资者关注的话题。\n据中国证券报记者不完全统计，截至5月3日发稿，已有14家券商发布了5月月度投资组合，涉及的123只金股中，紫金矿业、","content":"<p><div>With the end of the market in April, what \"gold stocks\" worth buying in the upcoming May have become a topic of concern to market investors. According to incomplete statistics from china securities journal reporters, as of press time on May 3, 14 securities firms have released their monthly investment portfolios for May. Among the 123 gold stocks involved, Zijin Mining and Zhifei Biotech are the most promising. From the perspective of \"gold content\", after excluding the new shares listed during the year, as of the close of April 30th, the best-performing stock price of the aforementioned recommended gold stocks in May has risen by more than 120%. Regarding the market outlook, brokerages believe that there are still structural opportunities in the A-share market, and short-term investors need to remain cautious, but...</p><p><a href=\"https://mp.weixin.qq.com/s/jiqzGXwl4_OJVFRHI_NUvw\">Web link</a></div></p>","source":"zgzqb","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The highest increase during the year was more than 120%! 14 securities firms invested in \"gold stocks\" in May</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe highest increase during the year was more than 120%! 14 securities firms invested in \"gold stocks\" in May\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">中国证券报</strong><span class=\"h-time small\">2021-05-04 08:53</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>With the end of the market in April, what \"gold stocks\" worth buying in the upcoming May have become a topic of concern to market investors. According to incomplete statistics from china securities journal reporters, as of press time on May 3, 14 securities firms have released their monthly investment portfolios for May. Among the 123 gold stocks involved, Zijin Mining and Zhifei Biotech are the most promising. From the perspective of \"gold content\", after excluding the new shares listed during the year, as of the close of April 30th, the best-performing stock price of the aforementioned recommended gold stocks in May has risen by more than 120%. Regarding the market outlook, brokerages believe that there are still structural opportunities in the A-share market, and short-term investors need to remain cautious, but...</p><p><a href=\"https://mp.weixin.qq.com/s/jiqzGXwl4_OJVFRHI_NUvw\">Web link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/jiqzGXwl4_OJVFRHI_NUvw\">中国证券报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4a10424fe3b1f29e8d28fdc0dc474e86","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"source_url":"https://mp.weixin.qq.com/s/jiqzGXwl4_OJVFRHI_NUvw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156813920","content_text":"随着4月行情收官，即将到来的5月有哪些值得买入的“金股”成为市场投资者关注的话题。\n据中国证券报记者不完全统计，截至5月3日发稿，已有14家券商发布了5月月度投资组合，涉及的123只金股中，紫金矿业、智飞生物最被看好。从“含金量”看，剔除年内上市新股后，截至4月30日收盘，前述5月推荐金股中年内表现最好的股价已涨逾120%。\n对于后市，券商认为，A股市场中仍存结构性机会，短期投资者需保持谨慎，但对全年市场仍可保持乐观；配置方面，受益于海外经济复苏和工业品涨价的短期主线，以及印度疫情二次爆发所带来的短期投资机会等，均值得关注。\n紫金矿业、智飞生物成最看好个股\n被荐个股年内最高涨逾120%\n据中国证券报记者不完全统计，截至5月3日发稿，目前已有中国银河、中信建投、西部证券、开源证券、东兴证券等14家券商发布了5月月度投资组合，涉及的123只金股涵盖了有色金属、医药生物、化工、交运、电子、采掘等数十个细分行业。\n紫金矿业、智飞生物是前述券商5月最为看好的个股，其均获得了4家券商的联合推荐，涉及券商包括中国银河、中信建投、东兴证券、光大证券、西部证券、国元证券、华金证券。\n从行业看，紫金矿业属于有色金属行业，智飞生物则属于医药生物行业，截至4月30日，其年内股价分别累计上涨18.73%、52.42%。\n东方财富、平安银行5月分别获得了3家券商的联合推荐，5月券商较为推荐个股还包括徐工机械、卫星石化、金山办公、卓胜微、蔚蓝锂芯、青岛啤酒、隆基股份、凯莱英、捷捷微电等。从行业分布看，多家券商延续了4月推荐投资组合的风格偏好，上述个股中既涵盖了化工、交运等顺周期板块个股，也包含了计算机、电子等成长风格个股。\n14家券商5月推荐次数居前金股\n\n数据来源：券商研报\n除A股个股外，一些港股个股也入围了券商5月金股组合。前述券商5月推荐的港股金股包括天工国际、敏华控股、宇华教育、金蝶国际、IGG、中通快递-SW、农夫山泉、金山软件等。\n14家券商5月金股汇总\n\n数据来源：券商研报\n从股价表现看，上述券商推荐金股“成色”如何？\nWind数据显示，在剔除2只年内上市新股后，截至4月30日收盘，121只金股中有83只年内收涨，占比达68.60%；其中42只个股涨幅超过20%。朗姿股份、联泓新科年内涨幅双双超过120%，鄂尔多斯、汉钟精机、IGG、华菱钢铁、云铝股份等11只个股截至4月30日收盘年内涨幅均在50%以上。\n14家券商推荐5月金股年内涨幅前15\n\n数据来源：Wind\n结构性行情中捕捉业绩确定性机会\n在经历年初冲高后，3月初A股三大股指快速下探，此后转为横盘震荡态势，4月指数略有反弹。在中国银河证券看来，4月市场有所反弹但上涨动能不强，主要表现为“低量上涨+放量下跌”，市场情绪仍然较为低迷，行情的持续性差。不过在基本面快速增长的助力下，A股市场中仍存结构性机会。\n光大证券指出，一季报业绩影响个股涨跌，市场关注重心由长期业绩空间转向短期业绩确定性；二季度仍是重要的数据验证期，短期投资者需保持谨慎，但仍对全年市场保持乐观。\n对于业绩具备可持续性的板块，西南证券认为需具备两个条件：一是具备长期逻辑的板块，当前行业周期仍然向上；二是逻辑被财报数据所兑现。从这个角度看，医药龙头、软件龙头、军工材料龙头、地产后周期龙头、新能源赛道仍然是值得配置的领域。\n近期市场除整体保持震荡外，另一大明显特征便是缺乏足够明确的市场主线。对此开源证券认为，市场当前正处于风格切换模糊期，市场结构类似2016年的新旧交替，但后续市场延续春节后的主导风格因素还会进一步加强，伴随全社会货币供应量的增长，部分周期品将长期享受货币符号增长带来的名义价格提升。对投资者而言，反弹正是调仓的机会。\n关注海外疫情反复带来机会\n对于5月后市还有哪些配置方向，中信建投证券认为，预计央行将继续保持当前的中性货币政策不变，经济活动在2021年二季度保持相对的景气，市场会继续呈现出反弹格局。行业方面，生物医药、食品饮料等行业在利率边际放松的情况下会持续表现；由于去年低基数的原因，2021年4月PPI将持续上行，不排除周期板块二次上行的可能性。\n中国银河证券建议，后市可关注受益于海外经济复苏和工业品涨价的短期主线、“碳中和”催化产业升级的长期逻辑，以及风险释放较为充分的长期优质标的。\n光大证券建议，在市场风险偏好降低、投资者更加关注短期业绩确定性的背景下，今年业绩增长确定性高的板块可能将更受投资者青睐，如受疫情影响较大的休闲服务、交通运输以及TMT行业；此外，投资者也可适当关注印度疫情二次暴发所带来的A股原料药、纺织服装等行业短期投资机会。\n开源证券延续对以下三条主线的推荐：一是钢铁、铝、煤炭、化工中的部分低估值品种（PVC、纯碱、钛白粉、化纤等）；二是银行（四大行和部分城商行为主）、房地产、建筑；三是TMT、机械。","news_type":1,"symbols_score_info":{"399001":0.9,"399006":0.9,"000001.SH":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":106681896,"gmtCreate":1620111183815,"gmtModify":1704338816031,"author":{"id":"3581155580868820","authorId":"3581155580868820","name":"风雪腊梅","avatar":"https://static.tigerbbs.com/6098bb5390cb75567a6e67bf6a793e29","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3581155580868820","authorIdStr":"3581155580868820"},"htmlText":"???","listText":"???","text":"???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/106681896","repostId":1156813920,"repostType":4,"repost":{"id":"1156813920","kind":"news","pubTimestamp":1620089635,"share":"https://ttm.financial/m/news/1156813920?lang=en_US&edition=fundamental","pubTime":"2021-05-04 08:53","market":"sh","language":"zh","title":"The highest increase during the year was more than 120%! 14 securities firms invested in \"gold stocks\" in May","url":"https://stock-news.laohu8.com/highlight/detail?id=1156813920","media":"中国证券报","summary":"随着4月行情收官，即将到来的5月有哪些值得买入的“金股”成为市场投资者关注的话题。\n据中国证券报记者不完全统计，截至5月3日发稿，已有14家券商发布了5月月度投资组合，涉及的123只金股中，紫金矿业、","content":"<p><div>With the end of the market in April, what \"gold stocks\" worth buying in the upcoming May have become a topic of concern to market investors. According to incomplete statistics from china securities journal reporters, as of press time on May 3, 14 securities firms have released their monthly investment portfolios for May. Among the 123 gold stocks involved, Zijin Mining and Zhifei Biotech are the most promising. From the perspective of \"gold content\", after excluding the new shares listed during the year, as of the close of April 30th, the best-performing stock price of the aforementioned recommended gold stocks in May has risen by more than 120%. Regarding the market outlook, brokerages believe that there are still structural opportunities in the A-share market, and short-term investors need to remain cautious, but...</p><p><a href=\"https://mp.weixin.qq.com/s/jiqzGXwl4_OJVFRHI_NUvw\">Web link</a></div></p>","source":"zgzqb","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The highest increase during the year was more than 120%! 14 securities firms invested in \"gold stocks\" in May</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe highest increase during the year was more than 120%! 14 securities firms invested in \"gold stocks\" in May\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">中国证券报</strong><span class=\"h-time small\">2021-05-04 08:53</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>With the end of the market in April, what \"gold stocks\" worth buying in the upcoming May have become a topic of concern to market investors. According to incomplete statistics from china securities journal reporters, as of press time on May 3, 14 securities firms have released their monthly investment portfolios for May. Among the 123 gold stocks involved, Zijin Mining and Zhifei Biotech are the most promising. From the perspective of \"gold content\", after excluding the new shares listed during the year, as of the close of April 30th, the best-performing stock price of the aforementioned recommended gold stocks in May has risen by more than 120%. Regarding the market outlook, brokerages believe that there are still structural opportunities in the A-share market, and short-term investors need to remain cautious, but...</p><p><a href=\"https://mp.weixin.qq.com/s/jiqzGXwl4_OJVFRHI_NUvw\">Web link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/jiqzGXwl4_OJVFRHI_NUvw\">中国证券报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4a10424fe3b1f29e8d28fdc0dc474e86","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"source_url":"https://mp.weixin.qq.com/s/jiqzGXwl4_OJVFRHI_NUvw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156813920","content_text":"随着4月行情收官，即将到来的5月有哪些值得买入的“金股”成为市场投资者关注的话题。\n据中国证券报记者不完全统计，截至5月3日发稿，已有14家券商发布了5月月度投资组合，涉及的123只金股中，紫金矿业、智飞生物最被看好。从“含金量”看，剔除年内上市新股后，截至4月30日收盘，前述5月推荐金股中年内表现最好的股价已涨逾120%。\n对于后市，券商认为，A股市场中仍存结构性机会，短期投资者需保持谨慎，但对全年市场仍可保持乐观；配置方面，受益于海外经济复苏和工业品涨价的短期主线，以及印度疫情二次爆发所带来的短期投资机会等，均值得关注。\n紫金矿业、智飞生物成最看好个股\n被荐个股年内最高涨逾120%\n据中国证券报记者不完全统计，截至5月3日发稿，目前已有中国银河、中信建投、西部证券、开源证券、东兴证券等14家券商发布了5月月度投资组合，涉及的123只金股涵盖了有色金属、医药生物、化工、交运、电子、采掘等数十个细分行业。\n紫金矿业、智飞生物是前述券商5月最为看好的个股，其均获得了4家券商的联合推荐，涉及券商包括中国银河、中信建投、东兴证券、光大证券、西部证券、国元证券、华金证券。\n从行业看，紫金矿业属于有色金属行业，智飞生物则属于医药生物行业，截至4月30日，其年内股价分别累计上涨18.73%、52.42%。\n东方财富、平安银行5月分别获得了3家券商的联合推荐，5月券商较为推荐个股还包括徐工机械、卫星石化、金山办公、卓胜微、蔚蓝锂芯、青岛啤酒、隆基股份、凯莱英、捷捷微电等。从行业分布看，多家券商延续了4月推荐投资组合的风格偏好，上述个股中既涵盖了化工、交运等顺周期板块个股，也包含了计算机、电子等成长风格个股。\n14家券商5月推荐次数居前金股\n\n数据来源：券商研报\n除A股个股外，一些港股个股也入围了券商5月金股组合。前述券商5月推荐的港股金股包括天工国际、敏华控股、宇华教育、金蝶国际、IGG、中通快递-SW、农夫山泉、金山软件等。\n14家券商5月金股汇总\n\n数据来源：券商研报\n从股价表现看，上述券商推荐金股“成色”如何？\nWind数据显示，在剔除2只年内上市新股后，截至4月30日收盘，121只金股中有83只年内收涨，占比达68.60%；其中42只个股涨幅超过20%。朗姿股份、联泓新科年内涨幅双双超过120%，鄂尔多斯、汉钟精机、IGG、华菱钢铁、云铝股份等11只个股截至4月30日收盘年内涨幅均在50%以上。\n14家券商推荐5月金股年内涨幅前15\n\n数据来源：Wind\n结构性行情中捕捉业绩确定性机会\n在经历年初冲高后，3月初A股三大股指快速下探，此后转为横盘震荡态势，4月指数略有反弹。在中国银河证券看来，4月市场有所反弹但上涨动能不强，主要表现为“低量上涨+放量下跌”，市场情绪仍然较为低迷，行情的持续性差。不过在基本面快速增长的助力下，A股市场中仍存结构性机会。\n光大证券指出，一季报业绩影响个股涨跌，市场关注重心由长期业绩空间转向短期业绩确定性；二季度仍是重要的数据验证期，短期投资者需保持谨慎，但仍对全年市场保持乐观。\n对于业绩具备可持续性的板块，西南证券认为需具备两个条件：一是具备长期逻辑的板块，当前行业周期仍然向上；二是逻辑被财报数据所兑现。从这个角度看，医药龙头、软件龙头、军工材料龙头、地产后周期龙头、新能源赛道仍然是值得配置的领域。\n近期市场除整体保持震荡外，另一大明显特征便是缺乏足够明确的市场主线。对此开源证券认为，市场当前正处于风格切换模糊期，市场结构类似2016年的新旧交替，但后续市场延续春节后的主导风格因素还会进一步加强，伴随全社会货币供应量的增长，部分周期品将长期享受货币符号增长带来的名义价格提升。对投资者而言，反弹正是调仓的机会。\n关注海外疫情反复带来机会\n对于5月后市还有哪些配置方向，中信建投证券认为，预计央行将继续保持当前的中性货币政策不变，经济活动在2021年二季度保持相对的景气，市场会继续呈现出反弹格局。行业方面，生物医药、食品饮料等行业在利率边际放松的情况下会持续表现；由于去年低基数的原因，2021年4月PPI将持续上行，不排除周期板块二次上行的可能性。\n中国银河证券建议，后市可关注受益于海外经济复苏和工业品涨价的短期主线、“碳中和”催化产业升级的长期逻辑，以及风险释放较为充分的长期优质标的。\n光大证券建议，在市场风险偏好降低、投资者更加关注短期业绩确定性的背景下，今年业绩增长确定性高的板块可能将更受投资者青睐，如受疫情影响较大的休闲服务、交通运输以及TMT行业；此外，投资者也可适当关注印度疫情二次暴发所带来的A股原料药、纺织服装等行业短期投资机会。\n开源证券延续对以下三条主线的推荐：一是钢铁、铝、煤炭、化工中的部分低估值品种（PVC、纯碱、钛白粉、化纤等）；二是银行（四大行和部分城商行为主）、房地产、建筑；三是TMT、机械。","news_type":1,"symbols_score_info":{"399001":0.9,"399006":0.9,"000001.SH":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":106612768,"gmtCreate":1620110385254,"gmtModify":1704338806776,"author":{"id":"3581588533465568","authorId":"3581588533465568","name":"LyndaQ","avatar":"https://static.tigerbbs.com/bcc760deed164a143a81131544d1dd30","vip":1,"crmLevel":12,"crmLevelSwitch":0,"idStr":"3581588533465568","authorIdStr":"3581588533465568"},"htmlText":"&nbsp;幫忙回覆，感恩","listText":"&nbsp;幫忙回覆，感恩","text":"幫忙回覆，感恩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/106612768","repostId":1156813920,"repostType":4,"repost":{"id":"1156813920","kind":"news","pubTimestamp":1620089635,"share":"https://ttm.financial/m/news/1156813920?lang=en_US&edition=fundamental","pubTime":"2021-05-04 08:53","market":"sh","language":"zh","title":"The highest increase during the year was more than 120%! 14 securities firms invested in \"gold stocks\" in May","url":"https://stock-news.laohu8.com/highlight/detail?id=1156813920","media":"中国证券报","summary":"随着4月行情收官，即将到来的5月有哪些值得买入的“金股”成为市场投资者关注的话题。\n据中国证券报记者不完全统计，截至5月3日发稿，已有14家券商发布了5月月度投资组合，涉及的123只金股中，紫金矿业、","content":"<p><div>With the end of the market in April, what \"gold stocks\" worth buying in the upcoming May have become a topic of concern to market investors. According to incomplete statistics from china securities journal reporters, as of press time on May 3, 14 securities firms have released their monthly investment portfolios for May. Among the 123 gold stocks involved, Zijin Mining and Zhifei Biotech are the most promising. From the perspective of \"gold content\", after excluding the new shares listed during the year, as of the close of April 30th, the best-performing stock price of the aforementioned recommended gold stocks in May has risen by more than 120%. Regarding the market outlook, brokerages believe that there are still structural opportunities in the A-share market, and short-term investors need to remain cautious, but...</p><p><a href=\"https://mp.weixin.qq.com/s/jiqzGXwl4_OJVFRHI_NUvw\">Web link</a></div></p>","source":"zgzqb","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The highest increase during the year was more than 120%! 14 securities firms invested in \"gold stocks\" in May</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe highest increase during the year was more than 120%! 14 securities firms invested in \"gold stocks\" in May\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">中国证券报</strong><span class=\"h-time small\">2021-05-04 08:53</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>With the end of the market in April, what \"gold stocks\" worth buying in the upcoming May have become a topic of concern to market investors. According to incomplete statistics from china securities journal reporters, as of press time on May 3, 14 securities firms have released their monthly investment portfolios for May. Among the 123 gold stocks involved, Zijin Mining and Zhifei Biotech are the most promising. From the perspective of \"gold content\", after excluding the new shares listed during the year, as of the close of April 30th, the best-performing stock price of the aforementioned recommended gold stocks in May has risen by more than 120%. Regarding the market outlook, brokerages believe that there are still structural opportunities in the A-share market, and short-term investors need to remain cautious, but...</p><p><a href=\"https://mp.weixin.qq.com/s/jiqzGXwl4_OJVFRHI_NUvw\">Web link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/jiqzGXwl4_OJVFRHI_NUvw\">中国证券报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4a10424fe3b1f29e8d28fdc0dc474e86","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"source_url":"https://mp.weixin.qq.com/s/jiqzGXwl4_OJVFRHI_NUvw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156813920","content_text":"随着4月行情收官，即将到来的5月有哪些值得买入的“金股”成为市场投资者关注的话题。\n据中国证券报记者不完全统计，截至5月3日发稿，已有14家券商发布了5月月度投资组合，涉及的123只金股中，紫金矿业、智飞生物最被看好。从“含金量”看，剔除年内上市新股后，截至4月30日收盘，前述5月推荐金股中年内表现最好的股价已涨逾120%。\n对于后市，券商认为，A股市场中仍存结构性机会，短期投资者需保持谨慎，但对全年市场仍可保持乐观；配置方面，受益于海外经济复苏和工业品涨价的短期主线，以及印度疫情二次爆发所带来的短期投资机会等，均值得关注。\n紫金矿业、智飞生物成最看好个股\n被荐个股年内最高涨逾120%\n据中国证券报记者不完全统计，截至5月3日发稿，目前已有中国银河、中信建投、西部证券、开源证券、东兴证券等14家券商发布了5月月度投资组合，涉及的123只金股涵盖了有色金属、医药生物、化工、交运、电子、采掘等数十个细分行业。\n紫金矿业、智飞生物是前述券商5月最为看好的个股，其均获得了4家券商的联合推荐，涉及券商包括中国银河、中信建投、东兴证券、光大证券、西部证券、国元证券、华金证券。\n从行业看，紫金矿业属于有色金属行业，智飞生物则属于医药生物行业，截至4月30日，其年内股价分别累计上涨18.73%、52.42%。\n东方财富、平安银行5月分别获得了3家券商的联合推荐，5月券商较为推荐个股还包括徐工机械、卫星石化、金山办公、卓胜微、蔚蓝锂芯、青岛啤酒、隆基股份、凯莱英、捷捷微电等。从行业分布看，多家券商延续了4月推荐投资组合的风格偏好，上述个股中既涵盖了化工、交运等顺周期板块个股，也包含了计算机、电子等成长风格个股。\n14家券商5月推荐次数居前金股\n\n数据来源：券商研报\n除A股个股外，一些港股个股也入围了券商5月金股组合。前述券商5月推荐的港股金股包括天工国际、敏华控股、宇华教育、金蝶国际、IGG、中通快递-SW、农夫山泉、金山软件等。\n14家券商5月金股汇总\n\n数据来源：券商研报\n从股价表现看，上述券商推荐金股“成色”如何？\nWind数据显示，在剔除2只年内上市新股后，截至4月30日收盘，121只金股中有83只年内收涨，占比达68.60%；其中42只个股涨幅超过20%。朗姿股份、联泓新科年内涨幅双双超过120%，鄂尔多斯、汉钟精机、IGG、华菱钢铁、云铝股份等11只个股截至4月30日收盘年内涨幅均在50%以上。\n14家券商推荐5月金股年内涨幅前15\n\n数据来源：Wind\n结构性行情中捕捉业绩确定性机会\n在经历年初冲高后，3月初A股三大股指快速下探，此后转为横盘震荡态势，4月指数略有反弹。在中国银河证券看来，4月市场有所反弹但上涨动能不强，主要表现为“低量上涨+放量下跌”，市场情绪仍然较为低迷，行情的持续性差。不过在基本面快速增长的助力下，A股市场中仍存结构性机会。\n光大证券指出，一季报业绩影响个股涨跌，市场关注重心由长期业绩空间转向短期业绩确定性；二季度仍是重要的数据验证期，短期投资者需保持谨慎，但仍对全年市场保持乐观。\n对于业绩具备可持续性的板块，西南证券认为需具备两个条件：一是具备长期逻辑的板块，当前行业周期仍然向上；二是逻辑被财报数据所兑现。从这个角度看，医药龙头、软件龙头、军工材料龙头、地产后周期龙头、新能源赛道仍然是值得配置的领域。\n近期市场除整体保持震荡外，另一大明显特征便是缺乏足够明确的市场主线。对此开源证券认为，市场当前正处于风格切换模糊期，市场结构类似2016年的新旧交替，但后续市场延续春节后的主导风格因素还会进一步加强，伴随全社会货币供应量的增长，部分周期品将长期享受货币符号增长带来的名义价格提升。对投资者而言，反弹正是调仓的机会。\n关注海外疫情反复带来机会\n对于5月后市还有哪些配置方向，中信建投证券认为，预计央行将继续保持当前的中性货币政策不变，经济活动在2021年二季度保持相对的景气，市场会继续呈现出反弹格局。行业方面，生物医药、食品饮料等行业在利率边际放松的情况下会持续表现；由于去年低基数的原因，2021年4月PPI将持续上行，不排除周期板块二次上行的可能性。\n中国银河证券建议，后市可关注受益于海外经济复苏和工业品涨价的短期主线、“碳中和”催化产业升级的长期逻辑，以及风险释放较为充分的长期优质标的。\n光大证券建议，在市场风险偏好降低、投资者更加关注短期业绩确定性的背景下，今年业绩增长确定性高的板块可能将更受投资者青睐，如受疫情影响较大的休闲服务、交通运输以及TMT行业；此外，投资者也可适当关注印度疫情二次暴发所带来的A股原料药、纺织服装等行业短期投资机会。\n开源证券延续对以下三条主线的推荐：一是钢铁、铝、煤炭、化工中的部分低估值品种（PVC、纯碱、钛白粉、化纤等）；二是银行（四大行和部分城商行为主）、房地产、建筑；三是TMT、机械。","news_type":1,"symbols_score_info":{"399001":0.9,"399006":0.9,"000001.SH":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4221483,"gmtCreate":1620141082029,"gmtModify":1680786968850,"authorId":3581588533465568,"author":{"id":3581588533465568,"idStr":"3581588533465568","authorId":3581588533465568,"name":"LyndaQ","avatar":"https://static.tigerbbs.com/bcc760deed164a143a81131544d1dd30","vip":1,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":106612768,"type":1,"supId":4217936,"prevId":0,"content":"Thanks","text":"Thanks","html":"Thanks"},{"id":4217936,"gmtCreate":1620110934897,"gmtModify":1680786910786,"authorId":3573642204296156,"author":{"id":3573642204296156,"idStr":"3573642204296156","authorId":3573642204296156,"name":"godaddygo","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":106612768,"type":1,"supId":0,"prevId":0,"content":"Good","text":"Good","html":"Good"}],"langContent":"CN"},{"id":106637420,"gmtCreate":1620109800960,"gmtModify":1704338797238,"author":{"id":"3571194868777759","authorId":"3571194868777759","name":"Jessie8590","avatar":"https://community-static.tradeup.com/news/ae62e8ad7c913a19f3613c117b492985","vip":1,"hat":"https://static.tigerbbs.com/a3dee1aa3a3a3c1814833a4d3f8a5669","crmLevel":11,"crmLevelSwitch":1,"idStr":"3571194868777759","authorIdStr":"3571194868777759"},"htmlText":"[666]&nbsp;","listText":"[666]&nbsp;","text":"[666]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/106637420","repostId":1156813920,"repostType":4,"repost":{"id":"1156813920","kind":"news","pubTimestamp":1620089635,"share":"https://ttm.financial/m/news/1156813920?lang=en_US&edition=fundamental","pubTime":"2021-05-04 08:53","market":"sh","language":"zh","title":"The highest increase during the year was more than 120%! 14 securities firms invested in \"gold stocks\" in May","url":"https://stock-news.laohu8.com/highlight/detail?id=1156813920","media":"中国证券报","summary":"随着4月行情收官，即将到来的5月有哪些值得买入的“金股”成为市场投资者关注的话题。\n据中国证券报记者不完全统计，截至5月3日发稿，已有14家券商发布了5月月度投资组合，涉及的123只金股中，紫金矿业、","content":"<p><div>With the end of the market in April, what \"gold stocks\" worth buying in the upcoming May have become a topic of concern to market investors. According to incomplete statistics from china securities journal reporters, as of press time on May 3, 14 securities firms have released their monthly investment portfolios for May. Among the 123 gold stocks involved, Zijin Mining and Zhifei Biotech are the most promising. From the perspective of \"gold content\", after excluding the new shares listed during the year, as of the close of April 30th, the best-performing stock price of the aforementioned recommended gold stocks in May has risen by more than 120%. Regarding the market outlook, brokerages believe that there are still structural opportunities in the A-share market, and short-term investors need to remain cautious, but...</p><p><a href=\"https://mp.weixin.qq.com/s/jiqzGXwl4_OJVFRHI_NUvw\">Web link</a></div></p>","source":"zgzqb","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The highest increase during the year was more than 120%! 14 securities firms invested in \"gold stocks\" in May</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe highest increase during the year was more than 120%! 14 securities firms invested in \"gold stocks\" in May\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">中国证券报</strong><span class=\"h-time small\">2021-05-04 08:53</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>With the end of the market in April, what \"gold stocks\" worth buying in the upcoming May have become a topic of concern to market investors. According to incomplete statistics from china securities journal reporters, as of press time on May 3, 14 securities firms have released their monthly investment portfolios for May. Among the 123 gold stocks involved, Zijin Mining and Zhifei Biotech are the most promising. From the perspective of \"gold content\", after excluding the new shares listed during the year, as of the close of April 30th, the best-performing stock price of the aforementioned recommended gold stocks in May has risen by more than 120%. Regarding the market outlook, brokerages believe that there are still structural opportunities in the A-share market, and short-term investors need to remain cautious, but...</p><p><a href=\"https://mp.weixin.qq.com/s/jiqzGXwl4_OJVFRHI_NUvw\">Web link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/jiqzGXwl4_OJVFRHI_NUvw\">中国证券报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4a10424fe3b1f29e8d28fdc0dc474e86","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"source_url":"https://mp.weixin.qq.com/s/jiqzGXwl4_OJVFRHI_NUvw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156813920","content_text":"随着4月行情收官，即将到来的5月有哪些值得买入的“金股”成为市场投资者关注的话题。\n据中国证券报记者不完全统计，截至5月3日发稿，已有14家券商发布了5月月度投资组合，涉及的123只金股中，紫金矿业、智飞生物最被看好。从“含金量”看，剔除年内上市新股后，截至4月30日收盘，前述5月推荐金股中年内表现最好的股价已涨逾120%。\n对于后市，券商认为，A股市场中仍存结构性机会，短期投资者需保持谨慎，但对全年市场仍可保持乐观；配置方面，受益于海外经济复苏和工业品涨价的短期主线，以及印度疫情二次爆发所带来的短期投资机会等，均值得关注。\n紫金矿业、智飞生物成最看好个股\n被荐个股年内最高涨逾120%\n据中国证券报记者不完全统计，截至5月3日发稿，目前已有中国银河、中信建投、西部证券、开源证券、东兴证券等14家券商发布了5月月度投资组合，涉及的123只金股涵盖了有色金属、医药生物、化工、交运、电子、采掘等数十个细分行业。\n紫金矿业、智飞生物是前述券商5月最为看好的个股，其均获得了4家券商的联合推荐，涉及券商包括中国银河、中信建投、东兴证券、光大证券、西部证券、国元证券、华金证券。\n从行业看，紫金矿业属于有色金属行业，智飞生物则属于医药生物行业，截至4月30日，其年内股价分别累计上涨18.73%、52.42%。\n东方财富、平安银行5月分别获得了3家券商的联合推荐，5月券商较为推荐个股还包括徐工机械、卫星石化、金山办公、卓胜微、蔚蓝锂芯、青岛啤酒、隆基股份、凯莱英、捷捷微电等。从行业分布看，多家券商延续了4月推荐投资组合的风格偏好，上述个股中既涵盖了化工、交运等顺周期板块个股，也包含了计算机、电子等成长风格个股。\n14家券商5月推荐次数居前金股\n\n数据来源：券商研报\n除A股个股外，一些港股个股也入围了券商5月金股组合。前述券商5月推荐的港股金股包括天工国际、敏华控股、宇华教育、金蝶国际、IGG、中通快递-SW、农夫山泉、金山软件等。\n14家券商5月金股汇总\n\n数据来源：券商研报\n从股价表现看，上述券商推荐金股“成色”如何？\nWind数据显示，在剔除2只年内上市新股后，截至4月30日收盘，121只金股中有83只年内收涨，占比达68.60%；其中42只个股涨幅超过20%。朗姿股份、联泓新科年内涨幅双双超过120%，鄂尔多斯、汉钟精机、IGG、华菱钢铁、云铝股份等11只个股截至4月30日收盘年内涨幅均在50%以上。\n14家券商推荐5月金股年内涨幅前15\n\n数据来源：Wind\n结构性行情中捕捉业绩确定性机会\n在经历年初冲高后，3月初A股三大股指快速下探，此后转为横盘震荡态势，4月指数略有反弹。在中国银河证券看来，4月市场有所反弹但上涨动能不强，主要表现为“低量上涨+放量下跌”，市场情绪仍然较为低迷，行情的持续性差。不过在基本面快速增长的助力下，A股市场中仍存结构性机会。\n光大证券指出，一季报业绩影响个股涨跌，市场关注重心由长期业绩空间转向短期业绩确定性；二季度仍是重要的数据验证期，短期投资者需保持谨慎，但仍对全年市场保持乐观。\n对于业绩具备可持续性的板块，西南证券认为需具备两个条件：一是具备长期逻辑的板块，当前行业周期仍然向上；二是逻辑被财报数据所兑现。从这个角度看，医药龙头、软件龙头、军工材料龙头、地产后周期龙头、新能源赛道仍然是值得配置的领域。\n近期市场除整体保持震荡外，另一大明显特征便是缺乏足够明确的市场主线。对此开源证券认为，市场当前正处于风格切换模糊期，市场结构类似2016年的新旧交替，但后续市场延续春节后的主导风格因素还会进一步加强，伴随全社会货币供应量的增长，部分周期品将长期享受货币符号增长带来的名义价格提升。对投资者而言，反弹正是调仓的机会。\n关注海外疫情反复带来机会\n对于5月后市还有哪些配置方向，中信建投证券认为，预计央行将继续保持当前的中性货币政策不变，经济活动在2021年二季度保持相对的景气，市场会继续呈现出反弹格局。行业方面，生物医药、食品饮料等行业在利率边际放松的情况下会持续表现；由于去年低基数的原因，2021年4月PPI将持续上行，不排除周期板块二次上行的可能性。\n中国银河证券建议，后市可关注受益于海外经济复苏和工业品涨价的短期主线、“碳中和”催化产业升级的长期逻辑，以及风险释放较为充分的长期优质标的。\n光大证券建议，在市场风险偏好降低、投资者更加关注短期业绩确定性的背景下，今年业绩增长确定性高的板块可能将更受投资者青睐，如受疫情影响较大的休闲服务、交通运输以及TMT行业；此外，投资者也可适当关注印度疫情二次暴发所带来的A股原料药、纺织服装等行业短期投资机会。\n开源证券延续对以下三条主线的推荐：一是钢铁、铝、煤炭、化工中的部分低估值品种（PVC、纯碱、钛白粉、化纤等）；二是银行（四大行和部分城商行为主）、房地产、建筑；三是TMT、机械。","news_type":1,"symbols_score_info":{"399001":0.9,"399006":0.9,"000001.SH":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4229196,"gmtCreate":1620203729862,"gmtModify":1680787093348,"authorId":3571203334349794,"author":{"id":3571203334349794,"idStr":"3571203334349794","authorId":3571203334349794,"name":"ASLi","avatar":"https://static.tigerbbs.com/ff95073e7a7f9dc9941ec33732db51ad","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":106637420,"type":1,"supId":0,"prevId":0,"content":"[得意]","text":"[得意]","html":"[得意]"}],"langContent":"EN"},{"id":106821507,"gmtCreate":1620103385009,"gmtModify":1704338702289,"author":{"id":"3563171845578358","authorId":"3563171845578358","name":"捷子","avatar":"https://static.tigerbbs.com/b41069382a6b910e64d01a92ea66c248","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3563171845578358","authorIdStr":"3563171845578358"},"htmlText":"哦你們a了老婆polili”m","listText":"哦你們a了老婆polili”m","text":"哦你們a了老婆polili”m","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/106821507","repostId":1156813920,"repostType":4,"repost":{"id":"1156813920","kind":"news","pubTimestamp":1620089635,"share":"https://ttm.financial/m/news/1156813920?lang=en_US&edition=fundamental","pubTime":"2021-05-04 08:53","market":"sh","language":"zh","title":"The highest increase during the year was more than 120%! 14 securities firms invested in \"gold stocks\" in May","url":"https://stock-news.laohu8.com/highlight/detail?id=1156813920","media":"中国证券报","summary":"随着4月行情收官，即将到来的5月有哪些值得买入的“金股”成为市场投资者关注的话题。\n据中国证券报记者不完全统计，截至5月3日发稿，已有14家券商发布了5月月度投资组合，涉及的123只金股中，紫金矿业、","content":"<p><div>With the end of the market in April, what \"gold stocks\" worth buying in the upcoming May have become a topic of concern to market investors. According to incomplete statistics from china securities journal reporters, as of press time on May 3, 14 securities firms have released their monthly investment portfolios for May. Among the 123 gold stocks involved, Zijin Mining and Zhifei Biotech are the most promising. From the perspective of \"gold content\", after excluding the new shares listed during the year, as of the close of April 30th, the best-performing stock price of the aforementioned recommended gold stocks in May has risen by more than 120%. Regarding the market outlook, brokerages believe that there are still structural opportunities in the A-share market, and short-term investors need to remain cautious, but...</p><p><a href=\"https://mp.weixin.qq.com/s/jiqzGXwl4_OJVFRHI_NUvw\">Web link</a></div></p>","source":"zgzqb","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The highest increase during the year was more than 120%! 14 securities firms invested in \"gold stocks\" in May</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe highest increase during the year was more than 120%! 14 securities firms invested in \"gold stocks\" in May\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">中国证券报</strong><span class=\"h-time small\">2021-05-04 08:53</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>With the end of the market in April, what \"gold stocks\" worth buying in the upcoming May have become a topic of concern to market investors. According to incomplete statistics from china securities journal reporters, as of press time on May 3, 14 securities firms have released their monthly investment portfolios for May. Among the 123 gold stocks involved, Zijin Mining and Zhifei Biotech are the most promising. From the perspective of \"gold content\", after excluding the new shares listed during the year, as of the close of April 30th, the best-performing stock price of the aforementioned recommended gold stocks in May has risen by more than 120%. Regarding the market outlook, brokerages believe that there are still structural opportunities in the A-share market, and short-term investors need to remain cautious, but...</p><p><a href=\"https://mp.weixin.qq.com/s/jiqzGXwl4_OJVFRHI_NUvw\">Web link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/jiqzGXwl4_OJVFRHI_NUvw\">中国证券报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4a10424fe3b1f29e8d28fdc0dc474e86","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"source_url":"https://mp.weixin.qq.com/s/jiqzGXwl4_OJVFRHI_NUvw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156813920","content_text":"随着4月行情收官，即将到来的5月有哪些值得买入的“金股”成为市场投资者关注的话题。\n据中国证券报记者不完全统计，截至5月3日发稿，已有14家券商发布了5月月度投资组合，涉及的123只金股中，紫金矿业、智飞生物最被看好。从“含金量”看，剔除年内上市新股后，截至4月30日收盘，前述5月推荐金股中年内表现最好的股价已涨逾120%。\n对于后市，券商认为，A股市场中仍存结构性机会，短期投资者需保持谨慎，但对全年市场仍可保持乐观；配置方面，受益于海外经济复苏和工业品涨价的短期主线，以及印度疫情二次爆发所带来的短期投资机会等，均值得关注。\n紫金矿业、智飞生物成最看好个股\n被荐个股年内最高涨逾120%\n据中国证券报记者不完全统计，截至5月3日发稿，目前已有中国银河、中信建投、西部证券、开源证券、东兴证券等14家券商发布了5月月度投资组合，涉及的123只金股涵盖了有色金属、医药生物、化工、交运、电子、采掘等数十个细分行业。\n紫金矿业、智飞生物是前述券商5月最为看好的个股，其均获得了4家券商的联合推荐，涉及券商包括中国银河、中信建投、东兴证券、光大证券、西部证券、国元证券、华金证券。\n从行业看，紫金矿业属于有色金属行业，智飞生物则属于医药生物行业，截至4月30日，其年内股价分别累计上涨18.73%、52.42%。\n东方财富、平安银行5月分别获得了3家券商的联合推荐，5月券商较为推荐个股还包括徐工机械、卫星石化、金山办公、卓胜微、蔚蓝锂芯、青岛啤酒、隆基股份、凯莱英、捷捷微电等。从行业分布看，多家券商延续了4月推荐投资组合的风格偏好，上述个股中既涵盖了化工、交运等顺周期板块个股，也包含了计算机、电子等成长风格个股。\n14家券商5月推荐次数居前金股\n\n数据来源：券商研报\n除A股个股外，一些港股个股也入围了券商5月金股组合。前述券商5月推荐的港股金股包括天工国际、敏华控股、宇华教育、金蝶国际、IGG、中通快递-SW、农夫山泉、金山软件等。\n14家券商5月金股汇总\n\n数据来源：券商研报\n从股价表现看，上述券商推荐金股“成色”如何？\nWind数据显示，在剔除2只年内上市新股后，截至4月30日收盘，121只金股中有83只年内收涨，占比达68.60%；其中42只个股涨幅超过20%。朗姿股份、联泓新科年内涨幅双双超过120%，鄂尔多斯、汉钟精机、IGG、华菱钢铁、云铝股份等11只个股截至4月30日收盘年内涨幅均在50%以上。\n14家券商推荐5月金股年内涨幅前15\n\n数据来源：Wind\n结构性行情中捕捉业绩确定性机会\n在经历年初冲高后，3月初A股三大股指快速下探，此后转为横盘震荡态势，4月指数略有反弹。在中国银河证券看来，4月市场有所反弹但上涨动能不强，主要表现为“低量上涨+放量下跌”，市场情绪仍然较为低迷，行情的持续性差。不过在基本面快速增长的助力下，A股市场中仍存结构性机会。\n光大证券指出，一季报业绩影响个股涨跌，市场关注重心由长期业绩空间转向短期业绩确定性；二季度仍是重要的数据验证期，短期投资者需保持谨慎，但仍对全年市场保持乐观。\n对于业绩具备可持续性的板块，西南证券认为需具备两个条件：一是具备长期逻辑的板块，当前行业周期仍然向上；二是逻辑被财报数据所兑现。从这个角度看，医药龙头、软件龙头、军工材料龙头、地产后周期龙头、新能源赛道仍然是值得配置的领域。\n近期市场除整体保持震荡外，另一大明显特征便是缺乏足够明确的市场主线。对此开源证券认为，市场当前正处于风格切换模糊期，市场结构类似2016年的新旧交替，但后续市场延续春节后的主导风格因素还会进一步加强，伴随全社会货币供应量的增长，部分周期品将长期享受货币符号增长带来的名义价格提升。对投资者而言，反弹正是调仓的机会。\n关注海外疫情反复带来机会\n对于5月后市还有哪些配置方向，中信建投证券认为，预计央行将继续保持当前的中性货币政策不变，经济活动在2021年二季度保持相对的景气，市场会继续呈现出反弹格局。行业方面，生物医药、食品饮料等行业在利率边际放松的情况下会持续表现；由于去年低基数的原因，2021年4月PPI将持续上行，不排除周期板块二次上行的可能性。\n中国银河证券建议，后市可关注受益于海外经济复苏和工业品涨价的短期主线、“碳中和”催化产业升级的长期逻辑，以及风险释放较为充分的长期优质标的。\n光大证券建议，在市场风险偏好降低、投资者更加关注短期业绩确定性的背景下，今年业绩增长确定性高的板块可能将更受投资者青睐，如受疫情影响较大的休闲服务、交通运输以及TMT行业；此外，投资者也可适当关注印度疫情二次暴发所带来的A股原料药、纺织服装等行业短期投资机会。\n开源证券延续对以下三条主线的推荐：一是钢铁、铝、煤炭、化工中的部分低估值品种（PVC、纯碱、钛白粉、化纤等）；二是银行（四大行和部分城商行为主）、房地产、建筑；三是TMT、机械。","news_type":1,"symbols_score_info":{"399001":0.9,"399006":0.9,"000001.SH":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":106106624,"gmtCreate":1620091233968,"gmtModify":1704338489902,"author":{"id":"3568455935515544","authorId":"3568455935515544","name":"longLong","avatar":"https://static.tigerbbs.com/48a9b66d89737d1f232d325dad6b0027","vip":1,"crmLevel":12,"crmLevelSwitch":0,"idStr":"3568455935515544","authorIdStr":"3568455935515544"},"htmlText":"幫忙回覆謝謝","listText":"幫忙回覆謝謝","text":"幫忙回覆謝謝","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/106106624","repostId":1156813920,"repostType":4,"repost":{"id":"1156813920","kind":"news","pubTimestamp":1620089635,"share":"https://ttm.financial/m/news/1156813920?lang=en_US&edition=fundamental","pubTime":"2021-05-04 08:53","market":"sh","language":"zh","title":"The highest increase during the year was more than 120%! 14 securities firms invested in \"gold stocks\" in May","url":"https://stock-news.laohu8.com/highlight/detail?id=1156813920","media":"中国证券报","summary":"随着4月行情收官，即将到来的5月有哪些值得买入的“金股”成为市场投资者关注的话题。\n据中国证券报记者不完全统计，截至5月3日发稿，已有14家券商发布了5月月度投资组合，涉及的123只金股中，紫金矿业、","content":"<p><div>With the end of the market in April, what \"gold stocks\" worth buying in the upcoming May have become a topic of concern to market investors. According to incomplete statistics from china securities journal reporters, as of press time on May 3, 14 securities firms have released their monthly investment portfolios for May. Among the 123 gold stocks involved, Zijin Mining and Zhifei Biotech are the most promising. From the perspective of \"gold content\", after excluding the new shares listed during the year, as of the close of April 30th, the best-performing stock price of the aforementioned recommended gold stocks in May has risen by more than 120%. Regarding the market outlook, brokerages believe that there are still structural opportunities in the A-share market, and short-term investors need to remain cautious, but...</p><p><a href=\"https://mp.weixin.qq.com/s/jiqzGXwl4_OJVFRHI_NUvw\">Web link</a></div></p>","source":"zgzqb","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The highest increase during the year was more than 120%! 14 securities firms invested in \"gold stocks\" in May</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe highest increase during the year was more than 120%! 14 securities firms invested in \"gold stocks\" in May\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">中国证券报</strong><span class=\"h-time small\">2021-05-04 08:53</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>With the end of the market in April, what \"gold stocks\" worth buying in the upcoming May have become a topic of concern to market investors. According to incomplete statistics from china securities journal reporters, as of press time on May 3, 14 securities firms have released their monthly investment portfolios for May. Among the 123 gold stocks involved, Zijin Mining and Zhifei Biotech are the most promising. From the perspective of \"gold content\", after excluding the new shares listed during the year, as of the close of April 30th, the best-performing stock price of the aforementioned recommended gold stocks in May has risen by more than 120%. Regarding the market outlook, brokerages believe that there are still structural opportunities in the A-share market, and short-term investors need to remain cautious, but...</p><p><a href=\"https://mp.weixin.qq.com/s/jiqzGXwl4_OJVFRHI_NUvw\">Web link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/jiqzGXwl4_OJVFRHI_NUvw\">中国证券报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4a10424fe3b1f29e8d28fdc0dc474e86","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"source_url":"https://mp.weixin.qq.com/s/jiqzGXwl4_OJVFRHI_NUvw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156813920","content_text":"随着4月行情收官，即将到来的5月有哪些值得买入的“金股”成为市场投资者关注的话题。\n据中国证券报记者不完全统计，截至5月3日发稿，已有14家券商发布了5月月度投资组合，涉及的123只金股中，紫金矿业、智飞生物最被看好。从“含金量”看，剔除年内上市新股后，截至4月30日收盘，前述5月推荐金股中年内表现最好的股价已涨逾120%。\n对于后市，券商认为，A股市场中仍存结构性机会，短期投资者需保持谨慎，但对全年市场仍可保持乐观；配置方面，受益于海外经济复苏和工业品涨价的短期主线，以及印度疫情二次爆发所带来的短期投资机会等，均值得关注。\n紫金矿业、智飞生物成最看好个股\n被荐个股年内最高涨逾120%\n据中国证券报记者不完全统计，截至5月3日发稿，目前已有中国银河、中信建投、西部证券、开源证券、东兴证券等14家券商发布了5月月度投资组合，涉及的123只金股涵盖了有色金属、医药生物、化工、交运、电子、采掘等数十个细分行业。\n紫金矿业、智飞生物是前述券商5月最为看好的个股，其均获得了4家券商的联合推荐，涉及券商包括中国银河、中信建投、东兴证券、光大证券、西部证券、国元证券、华金证券。\n从行业看，紫金矿业属于有色金属行业，智飞生物则属于医药生物行业，截至4月30日，其年内股价分别累计上涨18.73%、52.42%。\n东方财富、平安银行5月分别获得了3家券商的联合推荐，5月券商较为推荐个股还包括徐工机械、卫星石化、金山办公、卓胜微、蔚蓝锂芯、青岛啤酒、隆基股份、凯莱英、捷捷微电等。从行业分布看，多家券商延续了4月推荐投资组合的风格偏好，上述个股中既涵盖了化工、交运等顺周期板块个股，也包含了计算机、电子等成长风格个股。\n14家券商5月推荐次数居前金股\n\n数据来源：券商研报\n除A股个股外，一些港股个股也入围了券商5月金股组合。前述券商5月推荐的港股金股包括天工国际、敏华控股、宇华教育、金蝶国际、IGG、中通快递-SW、农夫山泉、金山软件等。\n14家券商5月金股汇总\n\n数据来源：券商研报\n从股价表现看，上述券商推荐金股“成色”如何？\nWind数据显示，在剔除2只年内上市新股后，截至4月30日收盘，121只金股中有83只年内收涨，占比达68.60%；其中42只个股涨幅超过20%。朗姿股份、联泓新科年内涨幅双双超过120%，鄂尔多斯、汉钟精机、IGG、华菱钢铁、云铝股份等11只个股截至4月30日收盘年内涨幅均在50%以上。\n14家券商推荐5月金股年内涨幅前15\n\n数据来源：Wind\n结构性行情中捕捉业绩确定性机会\n在经历年初冲高后，3月初A股三大股指快速下探，此后转为横盘震荡态势，4月指数略有反弹。在中国银河证券看来，4月市场有所反弹但上涨动能不强，主要表现为“低量上涨+放量下跌”，市场情绪仍然较为低迷，行情的持续性差。不过在基本面快速增长的助力下，A股市场中仍存结构性机会。\n光大证券指出，一季报业绩影响个股涨跌，市场关注重心由长期业绩空间转向短期业绩确定性；二季度仍是重要的数据验证期，短期投资者需保持谨慎，但仍对全年市场保持乐观。\n对于业绩具备可持续性的板块，西南证券认为需具备两个条件：一是具备长期逻辑的板块，当前行业周期仍然向上；二是逻辑被财报数据所兑现。从这个角度看，医药龙头、软件龙头、军工材料龙头、地产后周期龙头、新能源赛道仍然是值得配置的领域。\n近期市场除整体保持震荡外，另一大明显特征便是缺乏足够明确的市场主线。对此开源证券认为，市场当前正处于风格切换模糊期，市场结构类似2016年的新旧交替，但后续市场延续春节后的主导风格因素还会进一步加强，伴随全社会货币供应量的增长，部分周期品将长期享受货币符号增长带来的名义价格提升。对投资者而言，反弹正是调仓的机会。\n关注海外疫情反复带来机会\n对于5月后市还有哪些配置方向，中信建投证券认为，预计央行将继续保持当前的中性货币政策不变，经济活动在2021年二季度保持相对的景气，市场会继续呈现出反弹格局。行业方面，生物医药、食品饮料等行业在利率边际放松的情况下会持续表现；由于去年低基数的原因，2021年4月PPI将持续上行，不排除周期板块二次上行的可能性。\n中国银河证券建议，后市可关注受益于海外经济复苏和工业品涨价的短期主线、“碳中和”催化产业升级的长期逻辑，以及风险释放较为充分的长期优质标的。\n光大证券建议，在市场风险偏好降低、投资者更加关注短期业绩确定性的背景下，今年业绩增长确定性高的板块可能将更受投资者青睐，如受疫情影响较大的休闲服务、交通运输以及TMT行业；此外，投资者也可适当关注印度疫情二次暴发所带来的A股原料药、纺织服装等行业短期投资机会。\n开源证券延续对以下三条主线的推荐：一是钢铁、铝、煤炭、化工中的部分低估值品种（PVC、纯碱、钛白粉、化纤等）；二是银行（四大行和部分城商行为主）、房地产、建筑；三是TMT、机械。","news_type":1,"symbols_score_info":{"399001":0.9,"399006":0.9,"000001.SH":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4217466,"gmtCreate":1620106371193,"gmtModify":1680786909169,"authorId":3567334721242358,"author":{"id":3567334721242358,"idStr":"3567334721242358","authorId":3567334721242358,"name":"MyKhoo","avatar":"https://static.tigerbbs.com/71f130b587a20deffeafc3a3dd2f3d5b","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":106106624,"type":1,"supId":0,"prevId":0,"content":"Good","text":"Good","html":"Good"}],"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":56,"commentSize":8,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.12","shortVersion":"4.35.12","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1156813920","isCrawlerRequest":true}