Text/Yang Guoying
The market is super short-term, it will not be done, the point of the point is combined nowThe current volume can change, whether it is to break up in a short -term call back, or continue to break up and then call back, these two possibilities may happen, so this ultra -short -term prediction is unnecessary.
However, the medium -term currency bull market must be confirmed, and the high probability of over the mid -term will exceed 4,500 points, or even 5000 points.
At the same time, the first upward attack wave of the currency bull market in this round is still over.> First, if you want to get excess returns in this round of currency bull market, you must embrace the future industry.
Under our specific national conditions, these future industries that can truly be able to achieve rapid volume in the future in the future must have the industrial direction is facing the future, leveraging the future economic increase is that the economic growth is the future.The 10 -fold level and at the same time have both the characteristics of the Sino -US game.
Combined with my current research (of course, it is relatively limited), I personally think that at the same time, there are future industries with the above three characteristics.), Artificial intelligence, these three major industries are not only facing the future, but also wide tracks, and as long as financial stimulus is in place, it will leverage 10 times the economic increase, so that we can copy the high of our new energy and photovoltaic high in the past five or six years in the past five or six years.Growth myth.
Taking only low -orbit satellites as an example, satellite launch only accounts for 5%of the entire economic growth, and the integrated communication network driven by the satellite launch, as well asThe information service industry that is further driven and upgraded by Hua communication network. In such a future industry, financial stimulus may be invested 500 billion yuan to bring 5 trillion or even 10 trillion economic growth in the future.Moreover, this also involves the high -tech game of China and the United States.
Why didnt I talk about semiconducting here?
), I personally believe that the overall semiconductor has the possibility of leverage 10 times the economic increase in the next two or three years, and the financial stimulus in the past few years is quite large in the overall investment in semiconductors.Economic increase.
Of course, this is not to say that there is no possibility of scale in the next two or three years in the next two or three years. As far as the local area is concerned, there is not only the fact that the imagination is also huge.For example, the semiconductor subdivision of semiconductor semiconductor semiconductor semiconductor semiconductor semiconductor semiconductor, and the emergence of the current Sino -American as a whole in the field of emerging semiconductor fields led by the United States, Japan and South Korea (and Wanwan) (this research is super largeTo.
2. If you want to get higher returns in this round of currency bull market (exceeding the median market), you must embrace large consumption of weak cycles.
Regarding the logic of the medium -term embracing weak cycle large consumption, I have talked many times before, involving the expected performance stable performance of the weak cycle, the high -length valuation premium premium, the overall overall consumption in the long -term consumption, and the overall consumption.In the past four years, it will usher in the mid -term turning point, as well as predictability under the global turbulence, and so on.
At the same time, for most investors, in -depth research on the large consumption of weak cycles, the threshold is relatively low, and it also does a daily follow -up research (offline or online)It is relatively easy, so for general investors, under the short -term rebound weak cycle of the short -term rebound of weak cycles of consumption running hardcore technology starting in 9.24, it is now worthy of focusing attention (note that this is for ordinary investorsSan), when it is extended to the end of next year, now, the interest rate of ultra -low currency will continue, and the overall consumption of weak cycles will win the median market.
2. If you want to get high transactions in this round of currency bull market, it is necessary to pay attention to Hong Kong stocks.
Hong Kong stock performance in the past two weeks, although the overall is relatively warm, this is related to the less scarcity of Hong Kong stocks hardcore technology labels -from the present, the next two or three yearsThe car must be regarded as not hardcore technology. Although innovative medical care has hardcore technology attributes, it cannot bring fiscal stimuli and hopes to bring 5 times and 10 times the possibility of economic increase.
However, combined with the follow -up research, we also found that under the overall temperature swallow of Hong Kong stocks in the near future, as longAbout one week) harvest once and twice, such as a recent TOB artificial intelligence model, and big data service providers who have gone to sea.
For most Hong Kong stocks in the current Hong Kong stocks, it is still under good security margin (low price -earnings ratio, higher dividend rate).To capture the short -term outbreak of some Hong Kong stock targets (not only include low price -earnings ratios and higher dividend ratios, but also innovative medical care that the expected performance is about to be positive), this fact is also possible -of courseThe transaction capacity is better (note that the transaction capacity includes not only profit, but also stop loss).
Today, I write so much.
