In the new energy track, the competition in some sub-sectors is fierce, and the hidden worry of overcapacity still exists. It is necessary to carefully select and identify those who hold the core technology and can break the dilemma of involution in order to stand firm.In the consumer sector, the current upsurge of small-cap stocks is a short-term stay after funds overflow from high-tech themes. Although it is stimulating and beneficial, it seems attractive, but it is actually a mystery. There is a time lag between policy transmission and performance, and it is difficult to see improvement in the fourth quarter financial report. At this time, it is easy to fall into the short-term fluctuation mire, which is not worth the candle.In the complicated and changeable market structure, layout investment is like a carefully planned chess game, and every step is related to the outcome.
In the complicated and changeable market structure, layout investment is like a carefully planned chess game, and every step is related to the outcome.In the consumer sector, the current upsurge of small-cap stocks is a short-term stay after funds overflow from high-tech themes. Although it is stimulating and beneficial, it seems attractive, but it is actually a mystery. There is a time lag between policy transmission and performance, and it is difficult to see improvement in the fourth quarter financial report. At this time, it is easy to fall into the short-term fluctuation mire, which is not worth the candle.The coal and banking sectors, after nearly three years of rising, have accumulated rich profits, just like ripe fruits to be fallen. Chasing up again at this moment is tantamount to taking chestnuts from the fire. Once the profit-making discs flock to flee, the receivers will face the risk of high collapse.
In the new energy track, the competition in some sub-sectors is fierce, and the hidden worry of overcapacity still exists. It is necessary to carefully select and identify those who hold the core technology and can break the dilemma of involution in order to stand firm.As for other big industries, the core of the manufacturing industry lies in high-end transformation. If we can upgrade the smart manufacturing and replace the key components domestically, it is expected to overtake in corners; Infrastructure sector, the key to the integration or break of traditional and new infrastructure, the layout of related industrial chain leaders, riding the national strategic east wind; Financial technology, under the premise of strict compliance, has great potential to empower innovators in traditional financial institutions, just like new wine in old bottles, rich and fragrant to be unsealed. In short, in the current layout, it is necessary to break through the short-term hustle and bustle fog and anchor the opportunity far beyond the risk with a long-term strategic vision, which is the way to win.
