In the Year of the Dragon in 2024, the two main lines of the new round are like dragons going to sea, don't make an index, and empty your pockets, these three directions may usher in a real spring. There is logic, there is policy, there is event-driven, and the important thing is that the national team and social security are also greatly allocated.
The first optimistic direction is artificial intelligence and computing power and CPU, in fact, there has been a performance before the holiday, artificial intelligence, as of February 8th, the rolling PE is 4717 times, at 50 of the historical wind level92%, underestimated. The high-level continues to call for the development of new intelligent productivity, and all localities have disclosed the planning and construction of the digital economy in the past two or four years, and this year is a new type of area that vigorously builds a data infrastructure system.
As for the catalytic event, overseas SK Halis and TSMC jointly established an AI chip alliance, and the performance exceeded expectations, while the overseas server leader Nvidia also continued to hit new highs, and Open AI has reached 7 trillion US dollars to create a chip large.
As for Open AI, the first model of the first body has been released recently, which has shortened the development path of AG by 10 times, and SoftBank has invested 100 billion to create a chip company, the semiconductor continued by AI. Therefore, the catalyst of these events is enough to make the entire artificial intelligence and the entire multimodal force continue to exert force in the week after the holiday, and computing power is also a very important link.
The second direction is non-ferrous metals and rare earth pools, for this direction, the senior brother has been very optimistic, from the perspective of valuation, as of February 8, its valuation is in the historical quantile of 155%, which is obviously underestimated, and the pinyin of rare earth is 36, which is in the percentage of historical flavor. 16.73 is also underestimated.
This year, the first batch of rare earth allocation quota increment is lower than expected, and only two rare earths are the winning bid, which means that the concentration of the industry has increased, and the scarcity is expensive, and Xiaochuanzi has put salt to increase our tariffs, and small metals and rare earth resources are our strategic resources, and it is also an important means of counterattack, and the policy side has promoted the high-end of rare earths, intelligent, and the performance will usher in a big repair.
And the entire rare earth leader China rare earth is also ushered in a strong three-year board, and the last trading day before the holiday is also a plate, very strong, humanoid robots are expected to contribute to the long-term increment, the current plate is also the leading three boards.
Therefore, it is very strong, and the plate is also a continuous volume, and the logic of the entire rare earth corresponding, it is actually the most suitable for the reform of state-owned enterprises. There is no one of the plates to fight, because in addition to the Chinese investment, after the removal of special stocks, most of the companies in non-ferrous metals belong to the background of state-owned assets, which is one of the reasons why this plate will vigorously reverse the pump.
The third direction is the second-tier blue chip and CSI A50, why is this direction also important? Because of the policy section, the new village chief took office and won three gold medals in a row, and if these illegal companies are punished, the IPO may be substantial, which is a boost to confidence for A-shares.
As of February 2, the price-earnings ratio of A-shares is close to a new low since 2008, and the catalyst is that there is a cross mid-level A50ETF after the holiday, which has been approved before the holiday, and he will urge the approval after the holiday.
Fuji A50 Spring Festival is also a big rise during the holiday, to the CSI A50 to enhance the support of the first month, the Australian line blue chip and the CSI A50 in the last three weeks are also the bottom of the volume, indicating that there are strong institutional funds into the market, and the week ** is also the first time to close out of the Yang line to stabilize a trend, in the later period, continue to be bullish.
The fourth direction, that is, the special stocks, ** and the bank This direction has actually been very strong years ago, and the last trading day before the holiday is indeed weaker, because there are also funds that have begun to slowly cut to some themes through some weights of these highs, but the medium-term direction is still unchanged.
Because since December 29, after the bank Industrial Bank has risen to the limit, it has begun to repeatedly emphasize bank stocks, for the time being, banks and ** and medium-sized stocks are still the core direction of the first quarter, which is also the direction I continue to be optimistic about in the medium term.