Last year, Gao Yi Asset Management showed a bold investment strategy and took a heavy position in the two core technology stocks of A-shares. The two companies are respectively known as global"Ryuichi"with"Ryuji"Enterprises, even well-known tech giants like Apple and Huawei are using their products. These two companies have unfathomable moats and are extremely technological. Although the cyclical nature of the industry has resulted in both companies trading at only about 1x P/E, their valuations are very good compared to their global peers. Gao Yi Asset Pair"Ryuichi"The heavy intervention was particularly eye-catching, with the stock price only 41 yuan, in the third quarter of last year, a big **3500 million shares, becoming the seventh largest shareholder. Despite the weak performance of the entire A-share market"Ryuichi"The stock price was once **, and even put Gao Yi Assets in trouble, but recently, with the stabilization of the Shanghai Composite Index, the stock has continued to ** and began to break through. At the same time, Gao Yi assets pair"Ryuji"The operation is equally intriguing, with the company's share price of just 48 yuan, Gao Yi Assets began to intervene in the middle of last year, and has accumulated **22.7 billion shares. Gao Yi Assets has laid out these two leading companies in the same industry at a cost of nearly 3 billion at the same time, showing a strong optimistic attitude towards technology stocks. "Ryuji"After the intervention of Gaoyi Assets, although the stock price is at a low level, it has also shown signs of rising in a straight line recently. "Ryuichi"with"Ryuji"Going hand in hand, together showing an upward trend, is a sign of a possible reversal in the industry. The expected turnaround in the industry is not only reflected in the fact that the valuations of these two companies have changed with the change in the panel **, but also shows that there is a trend of price increases in the entire panel industry, which is a signal of the bottom of the cycle. Once the panel continues to climb, the valuations of these two leading stocks will follow; At the same time, with the development of the panel, the performance of these two companies will also be improved. Rising profits will lead to higher valuations, a phenomenon that is well reflected in economics"Davis double-clicked"phenomenon, showing the excellent performance of Gaoyi Asset in terms of timing ability.
Investing in leading companies in the technology sector in the A** market undoubtedly requires a full understanding of industry trends and company fundamentals. Gao Yi Asset Management dared to make a big layout during the trough period of the industry, highlighting its deep industry insight and confidence in long-term investment. Through heavy positions"Ryuichi"with"Ryuji"These two companies, Gao Yi Asset Management seized the opportunity of the low valuation of the technology industry, and believes that with the recovery of the industry, the stock price and valuation of these two companies will usher in an increase. Gao Yi Asset's layout strategy for technology stocks is worth learning from: first, seize the inflection point of the industry, be optimistic about the future development potential, and strengthen the confidence in holding shares; second, conduct in-depth analysis of the company's fundamentals and explore core strengths and competitive advantages; Third, hold shares patiently, follow industry trends, and usher in long-term investment returns. The operation of Gaoyi Asset fully demonstrates the accurate grasp and successful practice of technology investment.
Gao Yi Asset Pair"Ryuichi"with"Ryuji"The heavy position operation of enterprises is an optimistic outlook for the long-term outlook of technology stocks. At present, the technology industry is in a critical period of rapid development, and the vigorous development of emerging technologies such as artificial intelligence, cloud computing, and big data has brought new growth opportunities to technology companies. Gao Yi Asset Management intervened at the moment of low valuation, actively laid out, and was fully optimistic about the future development prospects of the technology industry. As the industry signs of recovery appear, the stock prices and valuations of these two companies have been gradually rerecognized, and there is broad room for growth in the future. The strategic layout of Gao Yi Asset Management reflects the accurate positioning of the long-term investment value of the technology industry and the deep insight into the market prospects.
Gao Yi Assets' heavy position operation in technology stocks is really steady, and it has successfully achieved the goal of laying out leading technology enterprises by accurately grasping industry trends and performance. Especially at the bottom of the industry cycle, the choice of ** shows excellent timing ability and long-term vision. For ordinary investors, it is necessary to learn from the experience of Gaoyi Assets, rationally analyze the industry trend and company fundamentals, strengthen the confidence of holding shares, and patiently wait for the arrival of investment opportunities. In a fast-changing field such as the technology industry, a sound investment strategy is crucial, do not blindly follow the trend, pay attention to fundamental analysis, and grasp the pace of investment in order to achieve long-term stable returns in the market.