laitimes

Earn hemp! The world is crazy to grab AI chips! Is it still too late to get in the car?

author:Sister Youth's financial record
Hello everyone, youth belongs to the "steady progress" type of investors, like most ordinary partners, will not easily stud a certain industry, nor will it only buy but not sell. My investment is divided into short-term and long-term parts, the short-term part will choose high-volatility industries, often low absorption and high selling, relatively frequent transactions; The long-term part is mainly based on low-level fixed investment latent, and will operate to take profit after achieving the income target. If there are like-minded friends, welcome to comment and discuss, let's raise the foundation and make money together!
Earn hemp! The world is crazy to grab AI chips! Is it still too late to get in the car?

Stability seekers can refer to the income of small pure debt accounts

Earn hemp! The world is crazy to grab AI chips! Is it still too late to get in the car?

Hard work everyone supports the youth, help like it!

Last week's market performance was very weak, but weak in the strong, affected by NVIDIA's news, AI chip performance is relatively strong, and from Friday's U.S. stock performance, AI is likely to continue to be strong this week.

Earn hemp! The world is crazy to grab AI chips! Is it still too late to get in the car?

Nvidia, the world's leading AI computing company, reported a quarterly report last week with revenue of $7.2 billion and a 26% increase in profit. The bright data shocked the market, and the stock price rose nearly 30% after market hours that day, and its shares continued to rise on Friday night, hitting a new all-time high and holding the top five of the US stock market value.

The bigger positive is the company's outlook for the second quarter, which expects revenue to reach $11 billion, compared with analysts' expectations of $7.18 billion, which is much higher than expected! Nvidia also said that the computing industry is experiencing two simultaneous shifts – accelerated computing and generative artificial intelligence, and that companies are "significantly" increasing their offerings of products related to their data center businesses as interest in AI surges.

Therefore, last Thursday, the five A-shares and NVIDIA concept-related sectors performed very strongly, and the chip industry rose by 1.12% and 1.74% respectively; Artificial intelligence rose 0.73% and 2.39% respectively, and it is expected that there will still be some performance this week, if there is a pullback I will see it as a layout opportunity, especially semiconductor chips, which are currently at the beginning of a large upward cycle, I will personally make a focus on allocation. (Related products: Tianhong CSI Chip Industry Index C Tianhong CSI Artificial Intelligence Theme Index C)

Earn hemp! The world is crazy to grab AI chips! Is it still too late to get in the car?
Earn hemp! The world is crazy to grab AI chips! Is it still too late to get in the car?

Other undervalued sectors I will continue to pay attention to:

Photovoltaic sector, bearish and positive mixed, photovoltaic industry index last week for two consecutive days of volume rise, indicating that there are institutional funds in the real gold is involved, after all, April performance exceeded expectations, new installed capacity data increased by 299% year-on-year, while January to April photovoltaic cumulative new installed capacity increased by 186.2% year-on-year; In terms of exports, the current trend of rising volume and price is present, and some data predict that the new installed capacity of photovoltaics can be increased by 5 times in 2035, which is a golden track in the next 10 years.

At present, the market is worried about overcapacity, the future industry reshuffle, this is the photovoltaic industry boss LONGi president to give a judgment, the big guy said so, in fact, or because the industry is too hot, there is a cross-industry investment in the phenomenon of photovoltaics, and then coupled with the AI sector is favorable, the short-term capital will naturally prefer the AI sector, capital seesaw, continuous rebound of photovoltaic pressure is also normal.

However, I think that the current valuation of the photovoltaic industry index is lower than the historical 98.89% of the time, the fundamentals are good, the valuation is low, I think even if the annual growth rate in the future is not so fast, there is also a profit expectation, the current allocation price is still quite high. (Related Products Tianhong CSI Photovoltaic Industry Index C)

Earn hemp! The world is crazy to grab AI chips! Is it still too late to get in the car?

In the pharmaceutical sector, the current biomedical index valuation is near the low point of nearly 3.5 years, the valuation is lower than the historical 93.84% of the time, and photovoltaics are the same valuation "golden pit" position, and I will also combine innovative drugs together in batches. (Related Products: Tianhong Guozheng Biomedical ETF Connect C Tianhong Pharmaceutical Innovation Hybrid C)

Earn hemp! The world is crazy to grab AI chips! Is it still too late to get in the car?
Earn hemp! The world is crazy to grab AI chips! Is it still too late to get in the car?

Financial sector, I did not have a position before, so last week took advantage of the pullback to buy a few bank funds, the current CSI Bank index valuation is lower than 82.18% of the time in history, the future "promote the financial industry valuation improvement" will gradually land, I think the room for improvement is quite large, looking forward to another wave of "gold special valuation" market. (Related Products Tianhong China Securities Bank ETF Link C )

Earn hemp! The world is crazy to grab AI chips! Is it still too late to get in the car?

All right! Share it here today, investment strategy, financial planning, and earn more together! Huaxia CSI Animation Game ETF Connect C, Sino Analytica Growth Hybrid, Tianhong Hang Seng Technology Index (QDII) C share operation strategies at about 14:30 every trading day, looking forward to your onlookers~

Earn hemp! The world is crazy to grab AI chips! Is it still too late to get in the car?
Earn hemp! The world is crazy to grab AI chips! Is it still too late to get in the car?
Earn hemp! The world is crazy to grab AI chips! Is it still too late to get in the car?

Coding is not easy, likes, comments are my greatest support! GEM refers to

Earn hemp! The world is crazy to grab AI chips! Is it still too late to get in the car?

The article mentions that the fund is not recommended~

Investment is risky, you need to be cautious when entering the market!

#I'm going to make headlines ##Fund##基金那点事儿 #