Per reporter: Wu Yong Per editor: He Jianling
A few days ago, Bulleye Jun saw a thing, the heroine of the movie "Hello, Li Huanying" Zhang Xiaofei won the Golden Rooster Award for Best Actress.
In her speech, she said: "I once thought that my dream would never come true, and reality proves that I must firmly grasp the dream and do not give up." ”
What are your little goals in the stock market this year?
Stock speculation seems to be a simple one buy and one sell, behind the real complexity, and when a star, to have a harvest is still more difficult, some speculation for more than 10 years has not changed much. In the face of multiple losses, a thought often appears in the mind, can you still insist on stock speculation? Why not quit the stock market?
These days, Bull's Eye Jun (per Bull's Eye: njcjnews) is thinking about a question, that is, what are the opportunities for this year's track.
Yesterday, after taking a look, many institutions were blowing new energy vehicles. Previously, Bulleye Jun saw that there were masters and said that in general, the hottest track in the year may not have much chance of the next year.
Will the new energy vehicle track repeat the trend of holding group stocks after the Spring Festival in 2021? Worth considering.
In 2021, Kun Kun and other big guys have poor performance, and some masters believe that this stems from the fact that the previous group stocks have risen too strongly. Therefore, we still have to calmly think about the valuation problem behind individual stocks, and do not rush to chase high stocks.
Now that we're on the subject, Bulleye sees some views that the global economy will increase in uncertainty in 2022.
Recently, Musk said, "Predicting the macro economy is very challenging. My hunch is that recession will come around the spring or summer of 2022, but no later than 2023 at the latest. ”
At the high-level meeting some time ago, many "stable" words were proposed, so some experts believe that there will be measures to stabilize the economy in the first half of 2022, and the stock market performance in the first half of the year is better than the second half of the year, because the Fed interest rate hike in the second half of the year is expected to heat up. The troika of investment, consumption and export, of which fixed asset investment is worthy of attention, and the more promising is new infrastructure.
For example, as the penetration rate of new energy vehicles increases, the demand for electricity increases, driving grid investment, and copper stocks will benefit.
The hydrogen fuel cell industry chain, in addition to hydrogen fuel cell vehicles, also includes the construction of hydrogen refueling stations and the electrolysis of hydrogen (photovoltaic or offshore wind power generation).
Some time ago, Bull's Eye Jun pointed out that the institution is optimistic about the military industry chain, especially the aviation industry, including military and civilian.
It is worth noting that there is also a big popular track, which is "StarLink".
A few days ago, the media reported that SpaceX, a space exploration technology company owned by Musk, disclosed information in a regulatory filing that the rocket company has raised $337.4 million through equity financing, and the company's valuation has reached $100 billion.
In the past 3 trading days, Aerospace Power has 2 consecutive ups and downs, and the stock price has risen by 23%.
Bulleye looked at its majority shareholder and second largest shareholder and mentioned the liquid rocket engine in the profile.
On December 31, 2021, the Company issued an announcement that its shareholding structure chart would read like this:
In addition, rocket companies also have Zhongtian Rocket. Brokerage research report shows that Zhongtian Rocket is a leading manufacturer of small solid rockets and extension products in China, the WR series of rain-increasing and anti-hail rocket products perennial market share of the industry first, with the first domestic small guided rocket below 20kg level, successfully filling the gap in the field of light guided rockets in China.
(Risk Warning: This article is for reference only, does not constitute a basis for trading, and enters the market at your own risk.) ）
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