In the A-share market in 2024, will the technology sector hit new highs again? #A股明年有哪些机会值得关注#
In the first half of the year, ChatGPT set off a new round of artificial intelligence, which drove the rise of the AI theme concept in the capital market, and in the second half of the year, the concepts of computing power and digital economy also performed well!
So in 2024 A-shares, whether the technology sector is still worth paying attention to, a few days ago, a number of securities companies in the industry issued research and judgment, optimistic about the development of scientific and technological innovation. According to the report produced by the Research Department of CITIC Securities, looking forward to 2024, the main line of growth will be explored in two aspects: industrial innovation and demand warming, among which the technology sector includes the wave of the AI industry (computing power, applications, large models, etc.), independent and controllable semiconductors (AI chip design, manufacturing, packaging and testing, equipment, etc.), and terminal consumption warming (Android chain recovery, data elements, operators).
A few days ago, Yang Delong, chief economist of Qianhai Open Source Fund, also expressed his optimism about science and technology on the live broadcast program of "Ten Questions of the Year for the People" of the Ant Financial Community, pointing out that "in 2024, the current market style will be switched, and the economic transformation will be transferred in a timely manner, benefiting good companies in the three major fields, including large consumption, new energy and technology."
It is reported that in this year's "Ten Questions of the Year" live broadcast program of Ant Financial Community, Jing Lei, general manager of Harvest Fund, was specially invited to attend, and for the first time, Hou Hao, Yang Delong, the head fund manager of the fund industry, Xiao Lin, a well-known creator in the financial field, and Beiluo, the founder of the leek circle, were invited to attend the meeting.
In addition, Yang Tianzhen was also invited to ask questions to fund companies, fund managers, and financial community Vs on the spot, answer investment doubts for the people, and interpret "how much ordinary people really make more money by buying funds than by themselves by speculating in stocks", "With a monthly income of 3000-5000, if you want to increase your income, how to manage your finances", "What will happen to the market in 2024", "" and other important questions, full of dry goods.
Looking forward to 2024, the National Economic Work Conference has pointed out that to lead the construction of a modern industrial system with scientific and technological innovation, it is necessary to vigorously promote new industrialization, develop the digital economy, and accelerate the development of artificial intelligence. I believe that in the A-share market next year, the performance of technology stocks is full of expectations! #媒体: The three major directions of A-shares next year may become the biggest attraction#
