1. Will the heyday of artificial intelligence drive pan-technology stocks to continue?
In 2023, pan-tech stocks have strengthened significantly, supported by artificial intelligence. Computer, communications, ** and other sectors rose by more than 20% during the year, and more than 50** doubled. The most popular are small-cap stocks, which are extremely poorly weighted. It hasn't started yet. For example, the giant ZTE, the current price-earnings ratio is only about 12 times;Hang Seng Electronics' share price has been nearly 30% since the beginning of this year. In 2024, with the US dollar index** and artificial intelligence catalysis, the valuation of technology stocks is expected to be further ** (due to slow economic growth, the performance of cyclical stocks is a mess, and the main funds can only implement Pan Tianwei) However, the high hype in the early stage**, Gravity Media, China Radio and Television, China**, etc., have all shown obvious signs of peaking. The focus will be on the hype of small-cap and underweight stocks. Gradually transform to high-quality white horse stocks, for those whose performance is only a few cents, the growth is not high, and the stock price is more than ten yuan or even dozens of yuan, we should be more cautious.
Second, the lower the price, the more you buy!In 2023, the total scale of ETFs will exceed 2 trillion, and the share of Science and Technology Innovation 50 ETFs will increase by more than 50 billion, of which medical, semiconductor and other theme ETFs are the most popular.
In 2023, there is not a single sector with good performance in the A-share ** sector, and it is basically in the **. It's science and technology 50, semiconductors, medical care, etc. have been ** during this time. Note that this is only temporary, the technology sector was sharply ** in April, and another wave ** in the second half of the year**, and only two A-shares ** will be able to make a profit in 2023, one is a debt base**, one is a debt base**, the other is partially hybrid**, and the other is overseas**.
Third, make up for the rise after the holiday, and turn it off when the situation is good!
As the end of 2023 approaches, the market needs to encourage people from any point of view. However, the demand in 2023 is a new beginning for 2024, and it is no longer important whether it can achieve a good start. It shouldn't be a big problem to drop it for the Spring Festival, so those who keep it, take it while it's okay.
4. How will Hong Kong** develop in 2024?Which areas will be "popular"?The annual strategy of the brokerage company was released
In terms of time, Hong Kong stocks have been in Hong Kong for four consecutive years**. Since the beginning of this year, affected by factors such as the Federal Reserve's multiple interest rate hikes, Hong Kong stock liquidity, risk appetite and value expansion have been under pressure. Since the beginning of this year, the Hong Kong stock Hang Seng Index and the Hang Seng Technology Index have been **42%。As for how Hong Kong stocks will perform in 2024, I think the Fed's interest rate cut next year will also have a positive impact on Hong Kong stocks. But Hong Kong stocks are expected to only **. There will be no bull market in Hong Kong stocks at the moment.
Overall, A-shares are at a low level, and the development will not be satisfactory until 2023, and **type** has lost money for two consecutive years, from this point of view, the opportunity for upward growth in 2024 is at least greater than that of downward. More than half a year is still worth looking forward to.