July 17 evening
In the course of a bull market, positive news will lead to a winning market in your sector. There are two special positive news on the market today.
One positive news will help the sector stabilize and rise, and the other good news will not find the investment focus.
Ask someone to see how these two good news can affect their industry.
Message one
The medicine theme is back! Institutions are densely knocking on the medical and health sector
With the continuous implementation of healthcare-related policies, investment opportunities in the healthcare sector have re-emerged. Fidelity, Goldman Sachs, Sequoia, CEIBS and other leading institutions continue to research related companies.
Medical and health, as an important branch of the pension industry. National policies have been intensively introduced to support the development of related industries. And the future growth and revenue growth of the industry will be relatively certain.
For long-term investors, this track is an investment depression. It's worth researching and discovering the future star stocks among them.
Message two
Ministry of Industry and Information Technology: Strengthen the research and development of key products such as CPUs, GPUs and servers
For the broad market of CPU and GPU in the future, and the growth rate of future replacement is predictable, but there is indeed no prominent industry leader in China, which can support the burden of China's CPU and GPU technology.
The best thing in the world at the moment is definitely NVIDIA, and the gap between us and NVIDIA is very, very large. We need to spend more time, more R&D funds to cultivate more talents to achieve breakthroughs. Thinking in a short period of time, the chances of seeing results are very small.
Therefore, even if we know that this industry is going to be good, it is difficult to find suitable investment targets. Since we can't find it, don't rub the hot spots, wait patiently, and let such a company appear after we follow up a few.
summary
The pharmaceutical industry is a relatively certain growth industry in the future, and the defensive ability of the pharmaceutical industry is generally relatively strong in the summer. Scene funds can consider early layout.
For the track of the computing power algorithm, I personally believe that it has now reached a relative high point, and it is very risky to chase the higher Bo.
Like + follow me to avoid the pit in the stock market.