Title: Kechuang 100 is menacing, hurry up and get in the car or wait and see?
Get it up!At this moment full of unknowns, we must take stock of the latest information on international military relations. Recently, there has been a bit of exciting news, and you definitely can't miss it - the big move of the STAR 100 Index!Don't think too simply, this is not just a matter of investment, but a matter of our country's future plans.
First, let's take a look at the background. With the rise of the artificial intelligence boom, enterprises on the Science and Technology Innovation Board have ushered in new development opportunities. No, the computing power and model side of artificial intelligence have become the focus of policy layout. This revolution is like a military war situation, with ever-changing fronts, from computing power, chips, the metaverse to intelligent driving, and various themes are rapidly rotated. However, the key word of the whole battle situation is not only technology, but also "technology".
Investors have made a lot of money in this round of technology growth, and they have made a lot of profits from the hot technology growth theme investment. The AI industry is benefiting from the dual drive of demand and policy, and the Science and Technology Innovation Board, as the main financing platform for the information technology industry, is ushering in new development opportunities. From the perspective of global investment, semiconductors, medical devices, lithium batteries and other fields with high technology density and rapid industrial iteration are more likely to emerge investment opportunities, while the high-weight industries of the Science and Technology Innovation 100 are more in line with the logic of investment in science and technology growth themes.
So, you may be curious, what exactly is the STAR 100 Index?Don't panic, I'll pick it up for you. The STAR 100 selects 100 stocks with medium market value and good liquidity**, which are all good players outside the STAR 50 sample. 80% of the companies have a market value of between 5 billion and 20 billion yuan, mainly distributed in the three major industries of medicine, electronics and machinery. The establishment of the STAR 100 not only enriches investors' toolbox, but also enhances the coverage of the index for small and medium-sized enterprises on the STAR Market.
As a military international relations blogger, I have to analyze the investment value of STAR 100 for you from a strategic level. First of all, the top 10 constituent stocks of the STAR 100 Index have relatively low weights and a high degree of balance. This means that the index tool can better diversify risks and better reflect the overall operation of companies on the STAR Market. At the industry level, the STAR 100 Index is full of "hard technology" elements, and 45% of the companies belong to "specialized, special and new" enterprises, which is a cut higher than the STAR 50.
So, why should we keep an eye on this index?First of all, the small-cap style of the STAR 100 is distinctive, and the industry ratio is more balanced. In the context of the gradual recovery of the economy and the rebound of downstream prosperity, the valuation of the Science and Technology Innovation Board is expected to bottom out. With the advancement of AIGC, digital economy, and information innovation policies, coupled with the opening of various application scenarios, the high-quality allocation value of the Science and Technology Innovation Board is gradually emerging.
Imagine that the STAR 100 Index is like a highly resilient army, performing better during periods of upward momentum and stabilisation. At present, the growth rate and ROE** momentum of the STAR 100 Index are very strong. This index is not an idle generation, it is a new corps composed of 100 small but elite science and technology innovation board ** selected from outside the sample of science and technology innovation 50. I have to tell you that with the second dip of A-shares, the STAR 100 Index is currently characterized by both high odds and high elasticity.
Let's take a look at the future, the performance of the Science and Technology Innovation 100 in 2023 is expected to be high-growth, and it is obviously leading the Science and Technology Innovation Board. Moreover, investors can completely use the method of regular investment, choose to ambush on the left, wait for the trend breakthrough signal on the right, and rely on the "moat" effect to obtain "positive returns". The trend of the STAR 100 is currently in the left area, the current congestion is low, and it has dropped significantly from the highs of the past two years, and the congestion quantile is also low, which can be described as a good time for ambush on the left.
In this era of international military relations, the STAR 100 Index is like a sharp force of our army, ready to start an investment campaign at any time. From the perspective of the historical bottom range, the current allocation is quite cost-effective as measured by the valuation indicator of PEG. However, it is important to note that this is not a simple investment, but a battle that will determine the future trend.
To sum up, the general trend of the STAR 100 Index should not be underestimated. It is not only an investment, but also a decision for the future of the country. In this war full of technological sparks, we can't sit idly by. Whether you get on the bus quickly or wait and see depends on whether you are decisive. As a reader of military international relations, you can't miss this pivotal moment that will determine your future fate. Come and join me **, how to choose the future war!