After a period of downturn, the consumer electronics cycle seems to have bottomed out. The outlook for the consumer electronics industry is becoming clearer as leading companies in the consumer electronics sector release quarterly reports that exceed market expectations. Recently, the science and technology innovation sector is obviously relatively strong, and there is a great trend of wind.
The performance of the consumer electronics segment was outstanding. Leading consumer electronics companies, such as Goertek and Luxshare Precision, reported net profits in the first quarter that exceeded market expectations, demonstrating the industry's strong growth potential. However, there are differences even within the industry, for example, Transsion Holdings' share price fell despite a strong earnings report, reflecting the market's cautious approach to highly-valued stocks.
According to CICC's research report, the consumer electronics cycle is gradually bottoming out, and it is expected that more opportunities and challenges will await industry participants in the future. Consumer electronics assembly companies are actively participating in the global AI server assembly track, and mobile phone terminals are expected to become important terminals in the AGI era in the future. These trends have brought new growth drivers to the consumer electronics industry.
Technology growth indices such as the STAR 100 have also been significantly stronger recently.
The Science and Technology Innovation 100 ETF ChinaAMC has achieved "four consecutive yangs".
After two adjustments, the current investment value of the STAR 100 Index is also very obvious:
1. The industry has great potential for recovery: Technology sectors such as the consumer electronics industry have bottomed out and are expected to continue to benefit from growth and technological innovation in emerging markets in the future.
2. Reasonable valuation: At present, the STAR 100 Index is still in the low valuation area, and the investment cost performance is high.
3. Outstanding growth: Technology growth enterprises are highly elastic enterprises, which are expected to achieve a high growth rate and always bring higher revenue space.
For those who like over-the-counter investment, they can invest through the corresponding ETF feeder fund.
From the perspective of industry composition, the STAR 100 is a technology growth index with emerging technology industries as the main focus and a relatively balanced sub-industry. The top industries are: medicine and biology, electronics, power equipment, computers, etc.
From the perspective of market capitalization style, the STAR 100 is a typical small-cap index. Most of the stock market capitalization is below 30 billion, with a large room for growth.
The style of Science and Technology Innovation 100 also makes this type of fund highly flexible, and from the perspective of risk control, it can be matched with dividend or blue-chip style funds.
#叶光富母校师生观看神十八发射直播#
#神十八点火瞬间航天员齐刷刷敬礼#
#谁在组织美国大学骚乱#
$华夏上证科创板100ETF联接A(OTCFUND|020291)$
$百济神州-U(SH688235)$
$睿创微纳(SH688002)$