Early comments: growth enterprise market index rose 0.24percent and Tesla concept strengthened

category:Finance
 Early comments: growth enterprise market index rose 0.24percent and Tesla concept strengthened


According to Everbright Securities Research Report, in the short term, the upgrading of Sino US trade frictions to technology blockade will suppress market risk preference to some extent, but the risk premium has peaked and fallen in the near future, which means that the most difficult time of technology sector may have passed; in the medium and long term, the rise and fall of the stock market does not depend on technology blockade. From the perspective of cash flow, in the first quarter, science and technology The revenue of technology sector has declined significantly, but the proportion of cash flow has declined slightly, and even the proportion of cash flow of computer, electronics and communication sectors has increased significantly. The better cash flow performance of technology sector means that it will still have investment value in the medium and long term.

Source: Yang Qian, editor in charge of Finance and economics of Netease_ NF4425