The 24 year main line may have been released! After the year, we will focus on four major opportunit

Mondo Technology Updated on 2024-02-09

The strongest main line of A-shares in 2024 is coming, after the year, keep an eye on these four major subdivisions, they have a huge market space in the future, these new technologies are a process from 0 1, and have not been fully tapped by the market, which will be the direction of the future bulls, I believe that this year's performance will make you stunned.

The first track direction we are optimistic about in 2024 is that data is to count, and now one of the things we really do is the assetization of data, that is, data resources can be traded, can be targeted, and can be used as an asset. Now, 44% of our data comes from **, from finance, from healthcare.

Obviously, there will be more data to be mined, because after mining more data, because the data can be included in the table, you can go to the transaction to bring tax revenue to the local government, which can mainly replace land finance. Therefore, I think that this track has a relatively good chance of coming out in 2024.

The second track is driverless. In unmanned driving, the most optimistic is lidar, because we in China, there are now millions of new energy vehicles a year, and now it has reached the level of 200,000 units, so in the field of lidar, I think there will be new things to appear.

Because, now everyone is using lidar, like the next cars, especially the selling point of the mid-to-high-end must be unmanned driving, in 2024, unmanned driving will most likely usher in an explosive period, the demand for lidar is also the top priority, and the market share will hit a new high, that is to say, this direction is also a process from 0 1, so it is easy to make a big deal in this.

The third track that we are optimistic about in 2024 is semiconductor materials, and in 2022, our investment in the entire semiconductor industry is about 15 trillion is definitely an astronomical amount, we must know that we import the world's largest semiconductor chips every year, about 3 trillion, such a large number of imports, it can be seen that the market space is huge.

And our semiconductor chips have been stuck in the neck of the United States, so when it comes to these years, we have a lot of money invested in the track of semiconductor chips, and now, we have built a large number of chip production enterprises, these enterprises, it must need raw materials, and this raw material is called semiconductor materials.

Don't think that this semiconductor material is very simple, this semiconductor material is a real high-tech product, not that you can produce it if you want to, it needs a long process to produce it from scratch. Once this semiconductor material is developed, it is difficult to be replaced by other materials.

Therefore, this kind of semiconductor material has a monopoly, and we have been working hard now for semiconductor chips. In 2024, with the recovery of consumer electronics, semiconductor materials may usher in an outbreak of time.

Therefore, next, semiconductor material companies are about to usher in a historic opportunity, and this direction is also the direction of the future, which is 10 times more frequent.

The 4th track that is optimistic about 24 years is composite copper foil and negative copper foil, which has a relatively large role, which can improve the safety of electromagnetic and reduce the cost of electromagnetism. And the energy density is high, the life is long, this U force is more obvious, in the past, like composite copper foil there is no way to promote, is because it has a cycle called flushing, the time has not been high.

Now, it can reach more than 1700 laps, that is, it can already be promoted, if its cost is reduced again this year, many companies, its performance will break out, so next, this track is easy to come out.

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