As of 13:46 on December 21, 2023, the ChiNext ETF (159915) rose by more than 2%, and the heavy stock CATL rose by 455%, Sungrow, EVE Lithium Energy followed up, and new energy track stocks collectively **.
Shenwan Hongyuan** said that it is concerned about the certainty of the bottom of the new energy industry and the growth opportunities of the new technology market. In 2024, the bottom of the new power industry chain will be consolidated with a high probability of profitability, and the volume growth potential of the overall industry is still attractive for a long time, although the short-term is subject to the growth pressure of the macro situation at home and abroad, and the clearing of some excess capacity still needs more time, but the subdivision track corresponding to the new technology iteration and new market icebreaking, such as lithium battery fast charging to the sea, photovoltaic n-type iteration, sea breeze volume, etc., is expected to become the main line of investment in the new electricity industry in 2024.
Since the beginning of the year, the GEM index has been ***22%, and the latest price-to-earnings ratio - TTM is 2661, at the lowest level in the past 10 years (0% historical quantile), the right layout signal reappeared!ChiNext ETF (159915) is a high-quality investment target with the largest scale and leading liquidity in the market, and the allocation value is highlighted.
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