With the economic recovery, the impact of the past three years has weakened, the destocking of the industrial chain is nearing the end, the terminal demand is gradually recovering, and coupled with the innovation catalysis of AI and digital economy, Lao Zhang believes that the main line of investment in the technology industry is still "AI + computing power + information innovation", and Xiaobian predicts that it will usher in a big rise in the future.
"AI + computing power + information creation" is optimistic about logic
After this reshuffle, many friends are afraid of technology stocks, but Lao Zhang's creed in the stock market for many years is: there is no absolutely correct technical means, only absolutely correct investment strategies. I also want to tell you here, don't be bluffed by the trend, use your brain to think more.
Logic 1: AI artificial intelligence since the advent of ChatGPT at the beginning of the year, has become a phenomenal product, from the "small workshop" to the industrial era, AI artificial intelligence has been accelerated, especially computing power, algorithms, applications and terminal information creation, digital economy has been highly valued by the state.
Logic 2: The A-share technology sector will further rise driven by factors such as industrial policy, economic recovery, demand improvement, and valuation repair, and "AI + computing power + information innovation" will take into account the structural opportunities brought by innovation landing and industry recovery.
Logic 3: The valuation of industry-related stocks is low, and the speculation is expected to usher in an outbreak, how long is horizontal and how high is vertical.
Looking forward to the second half of 2023, the main investment line of the technology sector will still be "AI + computing power + information innovation", so the entire industry chain will be leveraged.
Xiaobian also selected 5 low-priced stocks from the field of "AI + computing power + information creation", especially the last one is the first leader in this field, sleeping for 5 years! The main force increased its holdings by more than 60 times and is about to be on the list!
The fifth company: Wutong Holdings
China's leading professional supplier of communication RF connection system, with a number of subsidiaries, is a rare large-scale enterprise integrating multiple industries in China. In the field of domestic Internet + and artificial intelligence, Wutong Holdings also has certain strength and influence.
Fourth: Jebsen shares
Jebsen is a leader in new media copyright operation in China, the most powerful audio and video overall solution provider, and the company's highly relevant themes are NFT, metaverse, and virtual digital humans, among which artificial intelligence is popular and ranks at the forefront of the market.
The third company: Alto Electronics
The world's leading LED application and financial technology integrated solution provider, has completed the development of intelligent dialogue interaction system for smart banking based on knowledge graph, and obtained the software copyright registration certificate, for vertical fields, intelligent service robots and other independent research and development of the company's independent research and development of dialogue interaction system based on natural language processing technology.
The second one: Tongfang shares
One of the important participants in the innovation of the national information technology industry, the company is based on the two core industry fields of information technology and energy and environmental protection, relying on Tsinghua University scientific research achievements industrialization platform, currently using OCR recognition, face recognition, and other fields of technology, the company and Ningbo City jointly developed artificial intelligence server has been operated.
The first one: is expected to catch up with "Hongbo shares", the main force increased its holdings by more than 60 times, and will soon be on the list!
1. The first leading enterprise in the field of "AI + computing power + information innovation", mainly serving party and government agencies and various enterprises and institutions;
2. The company is domestic; The key software enterprises in the planning layout have been rated as the core software brand of China's independent and reliable enterprises
3. The company's valuation is lower than that of the same industry, and the gross profit margin and net profit margin are very considerable.
4. The main force is optimistic, a large number of main funds are pouring in, and it has not been vigorously pulled up, and it is expected to accelerate, with an expected return of more than 80%.
The start is in a moment, not much to say, if you need to know about friends, take a look in the comment area to know!