1. Good morning, brothers and sisters! A shares have opened for an hour, today's A shares are not bad, it really rose to the heart of Dalong, Dalong's heavy technology sector semiconductors, artificial intelligence, etc. have risen, Dalong yesterday increased the position of science and technology semiconductors, Hong Kong stocks are also all up, the problem is not big, the problem is not big, Dalong is optimistic about the next technology sector of A shares to open a new stage of rise!
2. Why is Dalong optimistic that the technology sector will continue to rise next?
(1) The adjustment is sufficient, from March to the present, the technology sector has fallen for 2 months, and it is the leader of the decline, and now the adjustment is sufficient that the market can begin to rise.
(2) Policy support, capital inflow, although there is no main line of A-shares in recent years, but the technology sector Dalong is optimistic about the main line, because the development of science and technology innovation board and chip hard-core technology in the future has broad prospects, especially the chip industry, which has huge potential in terms of application scale and domestic substitution. As a super plate dominated by chip technology, the Science and Technology Innovation Board shoulders the mission of developing the mainland's independent chip and semiconductor industries, with the goal of forming China's NASDAQ
The strength of the tech index is related to three factors:
1. AI brings new increments in science and technology. In order to adapt to AI applications, core computing chips such as GPUs have generated requirements for updating and replacement, and at the same time stimulated the flow of market funds to technology-related sectors.
Second, the policy is intensively promoted. The State-owned Assets Supervision and Administration Commission (SASAC) has promoted the increase of investment in the new generation of information technology, artificial intelligence, new energy, new materials, biotechnology, green environmental protection and other industries, and accelerated the strengthening and weakness of the weak board in the fields of integrated circuits and industrial machine tools. At present, Shanghai, Beijing and other places have introduced relevant subsidy policies for science and technology enterprises to further raise the profit expectations of science and technology enterprises in the future.
3. The net profit of the CSI Guoxin Central Enterprises Technology Index continues to rise. As can be seen from the chart below, since 2018, the net profit of the CSI Guoxin Central Enterprises Technology Index has increased year by year, and the price fluctuates up and down around the value. At present, the net profit is rising at a rate significantly higher than the price increase, and PE continues to decline, and it is still a stage where the cost performance is highlighted.
3. Here Dalong is also popularized, the technology sector is a big plate, there are many branches in it, such as semiconductors, chips, artificial intelligence, computing computers, digital economy, electronics, these are all within the scope of big technology, Dalong will focus on the layout of the technology sector.
It's not easy to code words, hard work to give Dalong homeopathic a thumbs up and support, with everyone's encouragement and support, Dalong has the motivation to keep sharing, I wish you all to eat meat every day!
常用指数( $上证指数$ $创业板指$ $纳斯达克$ $道琼斯$ $标普500$ $沪深300$ )
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