Technological innovation is an important driving force for economic development, and technology growth stocks are a hot area for investors.
We believe that investing in technology growth stocks should be forward-looking, and use "headlights" to explore the future, rather than "rearview mirrors" to follow the past.
Looking back on the past three years, the industry trends of food and beverage, liquor and medicine, new energy and other sectors have been relatively clear, the in-depth research has been relatively sufficient, and the stock price has experienced a large **, which belongs to the "rearview mirror".
Southern core science and technology mainly focuses on two directions, one is the field of hard science and technology, that is, the downstream manufacturing industry to provide key materials, core equipment, with independent process platform of the company, the field of specialization, special and new is the core direction of China's manufacturing industry upgrading, and the company's market value is relatively small, the overall growth is strong. The other is the field of digital economy and artificial intelligence with soft innovation, which may usher in a second wave of upward movement after certain adjustments, so the investment direction of the core science and technology in the south can be compared to "one hard and one soft", the hard is specialized, special and new, and the soft is the digital economy and artificial intelligence.
From the perspective of configuration, we will give priority to considering the choice of specialized, special and new fields at this point in time, because many of them have made relatively large adjustments in the early stage, and a number of more cost-effective and better-growing fields may appear in the next stage.
We will strengthen our research efforts in the first period to find the main line of the future industry, on the one hand, we will continue to consider building a position at a low level, and on the other hand, once we find the main direction of artificial intelligence and digital economy, we will actively consider building a position.
This article was first published in the interpretation of the financial outlet, if there is **, please indicate the source.