摩根大通：2012年10月中国证券市场投资策略（免费）

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Macro Sectors...........................................................................3
Consumption ............................................................................3
Investment ................................................................................4
Trade..........................................................................................5
Energy & Utilities......................................................................5
Performance & Earnings revisions .........................................6
Economics ..............................................................................11
Technical Analysis .................................................................12
Automobiles............................................................................13
Banks.......................................................................................14
Cement ....................................................................................15
Consumer................................................................................16
Energy (O&G)..........................................................................17
Gaming ....................................................................................18
Healthcare ...............................................................................19
Infrastructure ..........................................................................20
Insurance ................................................................................21
Internet ....................................................................................22
Metal & Mining ........................................................................23
Real Estate ..............................................................................24
Ship Building ..........................................................................25
SMID-Caps ..............................................................................26
Technology hardware ............................................................27
Telecom...................................................................................28
Transportation ........................................................................29
Utilities & Power Equipment..................................................30
Q-Profile for China..................................................................31

2012-09-18_J.P摩根证券亚洲_JPM China View：Life In The Slow Lane.pdf (2.09 MB)

2012-9-21 16:08:09 上传

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关键词：中国证券市场 中国证券 证券市场 投资策略 摩根大通 中国证券 摩根大通 投资策略

谢楼主分享报告。
在“砖家” 宣传其预测 “缓慢经济” 并鼓动股民卖出的时候，即是到了买入时机了。
阅读“砖家” 报告时候，得识其意图，辨其真假，别中其圈套。