Wang Chunxiu, manager of dongtuo investment fund, said in an interview with the Securities Daily, since this year, technology stocks represented by semiconductor, 5g and smart phone industry chains have performed well. National policy support and incremental capital promotion at home and abroad are important factors in the rise of stock prices. Although the vast majority of technology stocks have been divorced from the companys fundamentals, the leading stocks may still have good market performance driven by market optimism. .
Liu Youhua, senior researcher of private placement platoon network, told Securities Daily: the focus of communication industry is 5g sector. This year is the most important year for 5g construction. With the states key investment in 5g infrastructure construction, the upstream enterprises of 5g industrial chain will usher in greater development opportunities. Investors can focus on the leading stocks in the communication industry.
In terms of investment strategy, Xu Yong, an analyst at Bohai Securities, believes that there are two segments in the communication industry with high certainty: 5g construction and IDC (Internet Data Center). Based on the continuous landing of 5g construction orders, once the stock price of Listed Companies in the relevant industry chain is adjusted, it will be compensated by the market. IDC (Internet Data Center) also benefits from the favorable stimulation of Internet enterprises massive investment in relevant industrial chains. In this context, the communication industry as a whole will go out of a steady upward trend.
Xiao Mo, general manager of xuanduo asset management, further reminded that the stock price of the early communication sector has been basically adjusted in place, 5g and other technologies have entered the substantive application stage, and investors can focus on those listed companies with solid performance and core technology capabilities.
Source: responsible editor of Securities Daily: Yang Bin_ NF4368