Multiple positives are exciting, and the strongest main line in March has been released (35）！
This high-level meeting will amplify this initiative, bringing multiple benefits and excitement. The strongest main plot of March has been decided. People who buy ** early should smile secretly, especially in the direction of third parties. There should be big moves this week. Come on, everybody. See if you're one of them.
The first sector we are bullish on is semiconductors. In terms of news, the important high-level meeting said that to accelerate the development of basic intelligent productivity, enhance high-level scientific and technological self-reliance and self-confidence, semiconductor chips are the key to this self-confidence and self-confidence. - Confidence, then it refers to the self-confidence and self-confidence of semiconductor chips. You must pay attention to this important meeting.
Some of the plate concepts mentioned here are expected to become the main line of the A** field during the year, and the semiconductor sector can be said to be one of the sectors with the most serious decline in the past two years, from the highest point in 21 years to 2023, the low point is not only cut in half, but also knee-deep, even more serious than the decline of new energy sources such as wind energy and photovoltaics.
The valuation of the entire industry is currently in the historical quintile of 5%, which means that it is lower than 95% of the time in history, and much lower than the CPU valuation of the same big technology company. Everyone must remember that in the process of speculating in A-shares, the focus is on the lowest level. Only if an industry collapses long enough and lasts long enough will there be more room for growth in the future. Don't just listen. History.
Moreover, at present, the trend on both sides of the A** field is much stronger than that of the main board. I believe it will get stronger and stronger. Among the proposals for scientific and technological innovation, semiconductors represent a large proportion. Does it mean this direction? That is, next, the semiconductor industry will exert force.
There is a third point, and a more important point, that is, the news about Huawei's 5nm domestic lithography machine, there have been small articles recently, although there has been no official response so far. This is also possible in the absence of smoke and fire. We did take a step forward because we kept a low profile and didn't want to irritate some troublemakers with this stuff.
If we really make a big breakthrough in optical technology, the future direction of the entire semiconductor industry will no longer have to look at the face of the United States, and the entire semiconductor industry will take off immediately. As for the main line of the market, at present, at least in March, everyone is paying close attention to the semiconductor industry.
Next, the second promising direction remains the new productive forces. Yesterday, Congress deliberated and approved an action plan to promote large-scale equipment upgrades and trade-in of consumer goods. The plan was presented just last week. Yesterday, Congress considered and passed the bill. The next step is to realize this high-level design. All parties will act quickly, and it is believed that financial support will be increased.
Well, subsidies and purchase discounts are what is likely to happen. Why do we want to replace something traditional? The logic is simple, it is to improve quality by increasing efficiency. This is also the trend of the future. In essence, by the way, it is still a new kind of intelligent productivity: why do we have to go to war to do this?
The reason is that the real estate industry is slow, which has promoted the upgrading of equipment and the trade-in of consumer goods on a new scale, which can be seen as the 4 trillion version in 2024. The logic and importance of this is simple to imagine. As you can see from this collection, this topic is definitely super trendy.
Of course, I've been bullish on this topic since the beginning of February, and I've been doing it for two main reasons: First, some new hot topics in general conference are likely to last all year, and that this topic is expected to be one of the main threads in the market this year.
The second point is very important, that is, the scope of this topic is quite large, just like the theme of new energy in 2021, and it is thanks to this topic that it has a relatively large capacity and can be used on this material. It will be divided into different areas. At present, the main advantages are industrial machinery, new industrialization, home appliances, intelligent logistics, new energy, optical communication, etc. Of course, I would like to remind you here that some of the above have already risen, and we definitely don't want to pursue the direction of subdivision anymore.
Of course, the market is not completely over yet, but we need to wait for the adjustment before proceeding, for example, this week we can focus on new energy, that is, photovoltaic new energy vehicles and new energy, which is an additional low**.
The third direction I am optimistic about is the Chinese prefix. Recently, the State-owned Assets Supervision and Administration Commission (SASAC) said that it will comprehensively promote the market value management assessment of listed companies, indicating that the market value management assessment of listed companies has begun to be directly implemented. This progress has also exceeded market expectations. It is estimated that the mid-level meeting also mentioned that although China's investment is considered by the market to have no growth potential and relies on monopoly to collect dividends, if it talks about reducing costs and increasing efficiency in the future, it can still obtain a lot of dividends by increasing dividends. UV's Chinese prefix means that it is indeed rated low. If market value management can be linked to the assessment and promotion of senior management of state-owned enterprises, I believe that they will do their best to pull up the stock price, and I am sure that the neutron is not over yet.
From a technical point of view, at present we can see that the Chinese prefix has broken through the bottom of w, and the trend like this is relatively stable, so is this industry. There is this defensive aspect in the market, and this week can be said to be the week of the A-share meeting, and there has been a saying that A-shares fell at the meeting. In fact, in the last five years, they have all fallen into the most advantageous range. A few weeks.
If there is a correction in A-shares this week, China-led sectors may be one of the top choices. Next, even if you're bullish on tech giants, you can keep an eye on China-led tech giants. At present, the ecology of A-shares has begun to change. Future hype will still be based on performance. You can't guess blindly because of a few small things.