Although Europe and the United States have been offering favorable policies recently, such as interest rate cuts, RRR cuts and some stimulus policies, the market is still falling, and the benefits have been unable to save people's hearts. Everyone fled in panic. This is the panic state of the bear market.
There is a famous saying that "others are afraid of my greed" old Buffett was interviewed by the media yesterday, saying that he had never seen such a falling market in his 89-year life. I believe that when he said this, he couldn't hide his inner excitement and excitement. He thinks Mr. Market is crazy again, and he can copy more than10 billion dollars in cash. Real value investors dare to face the tragic decline of the market, and their hearts are filled with emotion.
As for the A-share market, yesterday's article also pointed out that the epidemic situation in China is very different from that in the periphery. At present, European and American countries are in the explosive period and climbing stage; However, our country has entered a stable period and a clean-up period, and its environment is not at the same level at all. Therefore, excessive panic is completely unnecessary.
As for the later market, the author still thinks that the domestic market valuation is low, and the current decline of the stock index is completely dragged down by the external market. With the sharp drop in the opening of the stock index today, the short-term sentiment has been vented, and the Shanghai Composite Index has reached 2800 points or the bottom of the medium term. This decline will be an excellent opportunity for everyone to lay out the second half of the year. Therefore, now is the right time to firmly look at China A shares.
Second, which stocks are specifically optimistic? What did you copy at the right time? Here, the author and investment friends share several promising sectors in the future: chips, new energy, and 5G. The relevant logic units are as follows:
1. Chip stocks, the second-phase concept stocks of big funds.
Yesterday was a big news. The second phase of the National Big Fund is expected to officially enter the market at the end of March, so semiconductors must still be done. Some time ago, the country suddenly cooled the semiconductor to prevent it from rising too fast, so that the second-phase big fund could buy a good price. The second phase of the big fund will enter the market sooner or later, and semiconductors will definitely have a bigger market.
The investment direction of the second phase of the big fund is to give priority to supporting the leaders in various fields, attach importance to materials and equipment, and continue to support the sealing and testing.
Photoresist for semiconductor materials: 300346 (Nanda Optoelectronics), 300576 (Rong Da Photosensitive) and 300429 (Powerful New Material).
Other semiconductor materials: 300236 (Shanghai Xinyang),
Equipment: 300567 (Precision Electronics), Zhongwei Company, 603690 (Pure Technology), 00237 1 (North Huachuang), 300604 (Changchuan Technology), Huaxing Yuanchuang,
Continue to support the sealing test: 600584 (Changdian Technology), 002 156 (Tongfu Microelectronics), 603005 (Fang Jing Technology), 002 185 (Huatian Technology).
Leaders in other fields: 600745 (Wen Tai Science and Technology), 30066 1 (Sheng Bang), Zhuo Shengwei, 60350 1 (Will), etc.
2. Industrial chain direction of new energy vehicles
The European carbon emission assessment was officially implemented, and the sales volume continued to exceed expectations; Tesla's 20-year Model Y was delivered Q 1 in advance, and the domestic Model3 was mass-produced rapidly. Traditional car companies such as Volkswagen in the European market have accelerated their catch-up, and more than 50 platform models have been promoted as scheduled. Domestic epidemic affects short-term production and marketing, and the turning point of follow-up policies is clear. The inflection point of policy and sales volume will be determined in 2020. With the rise of supply chain in China, the orders of leading suppliers entering overseas supply chain are particularly good.
In the 3.5G industry, the work is resumed in an orderly manner, and the 5G construction is gradually accelerated.
(1) base station construction: 000063 (ZTE); At present, ZTE has successfully resumed work, and the certainty of the company's profit growth has improved. The production capacity can meet the needs of operators to accelerate the construction of 5G. We have long been optimistic about 000063 (ZTE) as the core target of "new infrastructure". The target prices of A shares and Hong Kong stocks are RMB 5 1.79 and HK$ 42. 12 respectively.
(5) Cloud computing: 002396 (Starnet Ruijie) and 000977 (Inspur Information).
IV. Summary: At present, the Shanghai Composite Index is 2,800 points or the mid-term bottom has been proved. This decline is an excellent opportunity to bargain-hunting. Which stock has the greatest potential in the future? According to the comprehensive score of the School of Finance and Economics and the big data analysis of A Niu Zhitou, three bargain-hunting gold stocks were selected as benefits to share with friends. Private signal 258 in the background receives the welfare package!
Friends who like articles, quickly forward and share, so that more stock friends have a learning stage. Welcome to discuss the future trend of the market, and I will communicate with you.
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