Judging from the overall situation of the market, the market after the Red Fourth shows a trend of consolidation. After this round of general rise, how the market will develop in the future has become the focus of attention.
At present, the bottom of the market has been basically confirmed, and the next question is which outlet will the reversal tend towards. 2023 is the outlet of artificial intelligence, so which field will emerge in 2024? This is undoubtedly one of the most important concerns for market participants.
Of course, the "Zhongzi" is expected to continue, but we need to develop a medium-term strategy to fully grasp the market opportunities in the spring. Here, my personal view is still leaning towards the tech sector.
In this issue, I would like to focus on the direction of "auto parts". According to market data, among the 50 auto parts companies, it is expected that as many as 45 companies will achieve positive performance growth. This positive signal shows that the auto parts industry is developing rapidly and deserves our high attention.
For this reason, I have repeatedly reviewed and studiedI will "auto parts."The concept has been carefully sorted out, and several high-quality leading enterprises have been selected, especially the best one, which has a very high chance of certainty, and it is recommended to collect it.
Huami New Materials
The company's existing products have been used in new energy vehicles, and the company has been selected into the list of national specialized, special and new small giant enterprises.
Huayang shifting
It is mainly engaged in the R&D, production and sales of automotive transmission system parts, and is a leading enterprise in domestic automotive transmission lightweight.
Zhaomin Technology
The company's main products are automotive brake system components and new energy vehicle thermal management module components.
I have always been steady-oriented, the vision has always been unique, good at grasping the direction and rhythm of the market, the recent circle layout of the Tianyin electromechanical meat 40cm+, Shenglong shares eat meat 60cm+, leading shares eat meat 59cm+, are full of bowls, recently on the car of the deep China A meat 50cm+, which shows the strength.
I have also selected a leading company, or will be the first leader, is expected to double the main rising wave, optimistic logic is as follows:
1. The company belongs to the auto parts industry, and the core theme is "Huawei Automobile + New Energy Vehicles", and it is one of the very few enterprises in China with the ability to produce piston products in large quantities.
2. From a fundamental point of view, the number of shareholders is less than 10,000, the market value is about 3.5 billion, and the stock price is less than 4 yuan, which is favored by the main funds, and the net inflow at the bottom is more than 500 million.
3. From a technical point of view, the recent trend is relatively strong, the MACD monthly golden cross trend + full adjustment + is in the bullish arrangement, and a new round of main rise ** is imminent.
The last author is the most optimistic, send a 6 to the blogger [envelope], and get it for free.