日评：避险情绪回归 黄金小幅反弹 玻璃日评 A股延续调整 节前震荡为主 PVC震荡收涨 短期建议逢低做多 PTA震荡上行 持仓大幅增加 假期备货 建议短多操作 低库存态势支撑，沪铅偏强震荡 持续承压于1300之下，金价风险仍偏下行 供需矛盾凸显，沪锌探底回升 成本及备货支撑 期价走高

Above expectations, thanks to disposal gain and lower tax charge Where will the next crisis come from? New venture into fixed broadband business, crucial to long-term growth strategy Moderate growth outlook next year, forecast downgraded Is the super tanker finally turning? We think so Alpha Preferences A decent 1H result; core business fairly valued Update on Dongfang/ Huadian/ CHSTE/ BEH/ Shunfeng/ Jingran ASIA ESSENTIALS Back to acquisition mode

机械业：短期困扰不改长期向好趋势 医药业：高成长源自医疗保障体系建设 纺织业：种种不利因素下 品牌服企更具成长性 房地产：价格似已止跌 但尚未走出观望 电信业：中国移动母公司启动TD试运营 造纸业：国内外林纸一体化发展状况对比分析 电力业：电力设备行业4月份投资策略 光伏业：全球光伏产业的快速发展引发多晶硅项目的投资热潮 电信业：3G与重组促进行业持续景气 新能源：暮春三月、江南仍水冷

Downgrade to UW: Data monetization momentum yet to be felt OW: More to enjoy in 2015 The opposite of stress SH-HK Stock Connect: the start of a new game Watch out? Apple bites back Majority shareholder's stake increase highlights confidence in company's future A CAR worth investing in: Subscribe to IPO Coal prices bottoming; U/G to BUY China: Growth spreads inland-Three new areas to watch Morning Bulletin