Chizuru believes that the current market is highly suitable for our style, and the opportunity of digital currency will be captured. Regarding the logic of digital currency, it belongs to the category of science and technology, which belongs to a kind of new infrastructure. Domestic substitution in the server and underlying software field to do very crisp, funds are currently to cloud computing and software direction to cut, the sustainability of digital currency depends on network security and domestic software can keep up, the current software stocks have appeared abalone fishing action, the next software sector will be a hot spot!
Chizuru: Read the essence of cloud computing in one article! The software industry is facing the wind!
Cloud computing can be understood as distributed storage, the most important thing is to change the original single server situation, good security, changed to a distributed server, involving hardware and software transformation. The IT department of the big bank is very strong, outsourcing some modules, while the city commercial bank is more likely to receive orders, need to track from the perspective of the industry, and clear-thinking investors already know which stocks are available. If it is really a long-term theme, there will be wave after wave.
Zhang Qi: What do you think about the digital currency sector?
Chemical pharmaceutical varieties can also be held. Traditional Chinese medicine varieties should not chase high, the next experience while fighting and withdrawing the process, should not be excessively chased high, and the emergence of the Western medicine plate has begun to rise, but the increase is not large, the current grasp of the opportunity is still too late, adjustment is a good buying point. The liquor plate can choose to stick to it and track it, which belongs to the consumer goods, but the liquor plate does not belong to the opportunity that I actively pursue, and it is not particularly favored.
Jin Zhao: Tap the opportunity of hardware and software before the festival!
Jin Zhao believes that the market has begun to rebound recently, but the Shanghai Composite Index is facing a continuous pressure level, and in the future, the rebound space in the growth direction is greater than that of the main board, but the main board has the main line opportunity of consumption recovery. Short-term perspectives are more inclined to the opportunity of the technology sector, as long as the valuation is reasonable. The domestic substitution opportunities for software and hardware in the late market are relatively large, and opportunities can be tapped.
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(Editor-in-Charge: Wen Li)
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