Zhongtai Securities believes that, at present, the market is more pessimistic about bank profits, and bad luck is landing. The potential catalyst for the rise of bank stocks: 1) medium and long-term incremental capital entering the market; 2) better than expected economic sustainability; 3) changes in market style. The margin of bank safety comes from the confidence in the asset quality of listed banks (especially high-quality banks): customer structure and bad cycle. At present, banks have high cost performance.
According to the latest research report of Anxin securities, in the future, with the gradual saturation of the smart phone and tablet market, the replacement role of PC will gradually decrease, and enter the era of multi screen coexistence. With the positioning of intelligent terminal gradually clear, it is expected that the demand for PC in the future will gradually tend to be stable or show a small growth trend in the short term. The local supply chain of consumer electronics is mature, focusing on Huawei PC supply chain. The structural component manufacturers suggest paying attention to Chunqiu electronics and Kosen technology; the display module suggests paying attention to tongxingda; the keyboard components are suggested to pay attention to the transmission technology; and the touch screen components are recommended to pay attention to Laibao Gaoke.
Source: Netease Financial Editor: Yang Qian_ NF4425