Ge Chen, fund manager of Boshi healthcare industry, is still optimistic despite the impressive performance of leading medical stocks in the year. In Ge Chens view, this year is a big year for the performance of the pharmaceutical industry. In the pharmaceutical industry, the industry leaders, policy beneficiaries and policy immune targets all perform well in terms of performance and stock price, and will gain excess earnings through in-depth excavation of some stocks with bottom share price and large expectation difference.
In the third quarter, BOCOM growth 30 fund mainly allocated growth stocks in semiconductor, 5g, innovative hardware, new energy vehicles, intelligent equipment, industrial informatization and medicine. Guo Fei, the fund manager, said that the new round of upward cycle of science and technology industry led by 5g and the general trend of industrial transfer represented by chips are more and more clear. Starting from 2019, the new cycle of science and technology has just launched a corner of its magnificent picture, and the wonderful investment in growth stocks may be just beginning, which will continue to tap companies with broad growth space and core competitiveness in the industry.
Source: editor in charge of Shanghai Securities News: Yang bin_nf4368