Say goodbye to the old and welcome the new, and reorganize yourself
Even the market that has been red for a few days has given 24 years a proper start, and 24-year-old Mo also thinks that it is a promising year and can get back a game.
Why do you say that?
From a policy point of view, China's economy has recovered at presentConsumption has also begun to grow restoratively, important meetings have also made specific arrangements for this.
He also emphasized the need to stabilize the market, increase support for the property market, and increase the property income of residentsSo 24 years is the year of hope.
Moreover, the foreign interest rate hike cycle has ended, and the interest rate cut is a high probability event, and the world is about to usher in a performance moment. The market is already in the undervaluation zone, and from a cyclical perspectiveThis or a new starting point.
Specifically, that's all there is to it, and when it comes to the direction, Lao Mo also has one, that is"Consumer electronics"., superimposed on the occasion of the New Year's Eve, or will bring a wave of independence**.
Where is the logic of Lao Mo's choice to be optimistic about "consumer electronics"?
1. This sector has actually been continuously adjusted, the scene is relatively clean, and it is also favored by major institutions, and it may be a new main line.
The year is the first year of consumer electronics, and most electronic products are blooming, such as MR products, Huawei mobile phones, folding screens, etc., which are incremental factors, containing trillions of market space.
3. The performance of this sector is also one of the few in the recovery from the quarter-on-quarter comparison, and consumer electronics is the foundation of all walks of life.
Lao Mo also excavated 5 high-quality companies in the market, let's take a look
The first one, Ya Bao Xuan
The company is an enterprise focusing on the research and development, production and sales of electronic products, mainly providing customers with professional printed circuit board electronic manufacturing and assembly services.
The second, Yitian shares
The company's customer-related products are an important part of consumer electronics.
The third, Xinhuike
The company's main business is the design, development, processing, manufacturing and sales of various electronic products, intelligent control products, kitchen electrical equipment, and industrial heating equipment.
The fourth, Moso Power
One of the company's main businesses is consumer electronics power supply, and the main product types are adapters, PD chargers and industrial control power products.
Fifth, the first share of consumer electronics
"The concept of consumer electronics + MR (mixed reality) + robotics has established the world's leading comprehensive competitiveness in many fields.
At present, the company's stock price is less than 10 yuan, with a market value of just 10 billion, a high concentration of chips, and a high control of the main force.
From a technical point of view, the bottom of the price limit is launched, the MACD daily and weekly month three-line golden cross, the main high-control disk, is expected to be from 5 yuan to 48 yuan.
Learn more and welcome to communicate further with Lao Mo!
Special statement: The content only represents personal views and does not constitute any investment guidance, according to which you buy and sell, profit and loss at your own risk, ** risk, investment needs to be cautious!
Kunpeng Project