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At present, in the context of external constraints on our scientific and technological development, autonomy and controllability have become the primary task. To accelerate the development process of domestic substitution, high-quality development of domestic science and technology will become the main task in the next few years.
1、 The official media has a big voice! China's science and technology is about to rise!
1. Huawei Mate 60 was sold in a special period, and experts at home and abroad disassembled it and confirmed that 90% of core parts were localized
2. It is rumored that the United States may increase restrictions on SMIC and Huawei, which proves that the United States is panicking and the game is getting hotter
3. Large funds are restricted or even stopped from reducing their holdings. National large funds are heavily sold in the third phase, and domestic substitution is imperative
The stock price of leading Jierong Technology has doubled in 8 days, the market height has been reached, and the mood is still fermenting.
This year, all subjects have been subject to rotation. Under the support of performance, technology stocks have gone out of the bottom of valuation and are still at a low level. Latent technology may become a great opportunity to turn around!
Against the background of global seizing the peak of science and technology, 2023 is the key period of the "golden decade" of our domestic science and technology, Science and technology leader is one of the outstanding assets in the future 。 To this end, we have collated a copy of the "domestic technology leader" data exclusive to A-shares, which can be obtained by long pressing below.
2、 How to seize the "domestic leading technology stocks"!?
The market moves on the news, with a large number of A-share technology stocks across multiple fields. How to choose the "domestic technology leader"?
We have synthesized the history of the United States for nearly 10 years and sorted out some key features of about 300 "10 times shares" of A-shares. Among them, they all have three things in common: excellent industry, exquisite market value, and event fermentation.
1) Excellent industries: high-quality stocks have a "sense of the times";
Two bull markets of A-share were resumed. 2005-2007, when we were in the era of industrial manufacturing, 10 times of shares were concentrated in real estate, machinery and equipment;
From 2013 to 2015, it was in the era of intelligent manufacturing. During this period, potential doubling stocks were concentrated in the fields of computers and electrical equipment. Computer industry accounts for 32.14%;
Back in 2023, we will enter the technological era of digital economy, Focus on several industries: chips, domestic software, artificial intelligence, and ICT, They will be the "first to eat crabs" in this round of scientific and technological revolution.
2) Exquisite market value: "small and beautiful" company
According to the survey, the current median market value of the potential doubling stocks on the GEM is 26.136 billion yuan, while the market value of the SME board is 17.867 billion yuan, which is doubled by companies with smaller market values.
The reason is simple. "Small and beautiful" companies under the capital pile, the stock price rose more easily and faster.
3) Event fermentation: Huawei+Apple conference in September
On September 12, Huawei may hold an autumn new product launch conference. The main product is Mate 60 series. In the current general environment, Huawei is likely to have more powerful content to show. On September 13, the world's technology giant Apple will also hold a press conference. The collision of passion will bring a new wave of technology investment!
Science and technology stocks have been adjusted for many years, and their location is safe. There is huge room for future market. High quality technology leaders may become the best investment strategy in the second half of the year 。
In order to facilitate tracking, we selected a copy based on the above three key features "Huawei+domestic technology leader" In the list, there are 10 outstanding leading science and technology companies, which are far better than their peers in all aspects. Three of them have outperformed expectations. It is suggested that you can put them into your own focus.
Because the platform stipulates that all research materials need to be anonymous, please scan the QR code below for the complete list. If you already hold individual stocks of hard core technology, you might as well see if there are any "potential stocks" you have selected.
