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基金周策略：坚定看好汽车板块下半年的投资机会_bp_预期_我的网站
A | Balakrishna’s latest film Akhanda 2 released on Friday. The premieres of the devotional action entertainer (on Thursday) collected around Rs 8 crore. The numbers demonstrate Balakrishna-star power at the box office. The film opened to solid numbers on the first day (Friday) collecting Rs 22 core.
Akhanda 2 Two days box office collections
After Akhanda 2 opened to mixed response and criticism on Friday, trade pundits predicted that the Balakrishna-starrer would witness a sharp decline on the second day (Saturday). But much to everyone’s surprise, Akhanda 2 held its ground and stood firm. The Boyapati Srinu directorial managed to collect Rs 15.5 crore on day 2 despite the negativity that surrounded. This takes the overall film’s net collections to Rs 46 crore (including premieres) in India. Although the film witnessed a 30 per cent drop in collections, the decline was not as significant as predicted.
RSS chief lauds Akhanda 2
Akhanda 2 sales on the ticketing portal BookMyShow in the last 24 hours alone stand close to 261K, demonstrating Balakrishna’s star power at the box office. With Sunday too being a holiday, the Akhanda 2 would cross the Rs 50 crore mark comfortably. In overseas too, Akhanda 2 opened to a good response. The film collected around $900K and is poised for better numbers in the weekend. Fans of Balakrishna are appreciating his performance in the action sequences and the devotional element in the story. With no big-ticket release around, makers are hoping that the film will find more love with a rise in theatrical footfalls.RSS Chief Mohan Bhagwat heaped praises on Akhanda 2. Showing appreciation for the film, he expressed hope that more films that are rooted in values would arrive in theatres in the future. Director Boyapati Srinu stated that blending traditions, spiritual themes and patriotism with a contemporary narrative style worked in their favour.Also Read: Akhanda 2 Review: An Unsubtle War Against Terror and Logic。
B | 利率债方面，上周各期限收益率多数上行。具体来看，国债1年期上行4.04bp，3年期下行0.51bp，5年期上行1.60bp，7年期上行1.38bp，10年期上行1.24bp；国开债1年期上行0.49bp，3年期下行1.34bp，5年期上行0.88bp，7年期下行2.43bp，10年期上行0.56bp。信用债方面，上周各期限收益率多数下行。目前，半年、1年、3年、5年AAA中短期票据的收益率分别为1.86%、2.07%、2.58%、2.94%，AAA企业债收益率分别为1.86%、2.03%、2.57%、2.89%，AAA城投债收益率分别为1.86%、2.05%、2.58%、2.94%。山西证券：建议逐步关注和布局弹性大、盈利能力强和具有较优成长性及估值修复空间的行业山西证券坚持认为，7月开始，市场进入中期调整阶段，8月初的企稳更多是中报预期带来的短暂修复，而9月初以来的反弹主要来自地产政策预期的改善。
C | A股当前阶段并不具备估值持续抬升的基础，主要有以下三方面原因：一是政治因素，虽然中美刚签署完审计监管合作协议，但中美脱钩乃至中美冲突进一步升级仍具有高度不确定性；二是地产政策虽然再度出现放松预期，但全球衰退预期加剧，国内经济下行压力仍将难以改善；三是欧元区大幅加息75个基点意味着，为对抗通胀，全球流动性进一步收紧，LPR下调利率后国内流动性的释放对冲美元及欧元流动性的持续收紧将更加困难。山西证券倾向于认为，受流动性和企业盈利边际持续下行的影响，A股目前大概率难以启动新一轮趋势性行情。但综合来看，随着调整时间的延续以及幅度的加大，A股整体估值已经进入低估区间，以1年期维度看，市场已经有收获趋势性行情的基础，建议逐步关注和布局弹性大、盈利能力强和具有较优成长性及估值修复空间的行业。中信证券：坚定看好汽车板块下半年的投资机会中信证券指出，2022年8月汽车销量实现242万辆，环比-1.5%，同比+32.1%，同比大幅增长，符合预期。其中乘用车销量实现212.5万辆，环比-2.3%，同比+36.5%。商用车销量实现25.8万辆，环比+5%，同比+4%，从去年4月以来首次同比正增长。新能源汽车实现销量66.6万辆，同比+104.2%。我们预计2022年下半年将是汽车消费明确的高β窗口，行业盈利能力也望明显环比改善，坚定看好汽车板块下半年的投资机会。农银汇理基金经理邢军亮：新能源板块未来仍是具有优势的市场投资方向“短期市场大概率仍将维持震荡，尽管风格上有所均衡，但行业、风格轮动较快，投资操作难度较高，建议立足长期灵活布局。
D | ”农银新能源混合基金经理邢军亮说，从半年报及三季报业绩展望角度看，以新能源板块为代表的科技成长仍是业绩确定性强、景气优势延续的方向，凭借板块过硬的基本面支撑，未来仍是具有优势的市场投资方向。民生加银基金：看好消费电子、火电和军工板块的表现民生加银基金表示，对于前期涨幅过大的高估值板块不宜太过乐观，更多关注估值合理、景气度出现边际改善的行业，看好消费电子、火电和军工板块的表现。（本文仅供参考，不构成投资建议，据此操作风险自担）返回搜狐，查看更多责任编辑：
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Published on:02:17:47