In-depth analysis of hot sectors and individual stocks with potential: collect attention and win at the starting line
With the continuous changes in the market and the promotion of policies, some hot sectors and individual stocks with potential have gradually surfaced. In the market on Monday, April 29, sectors such as big finance, quantum technology, computing power, car trade-in, and intelligent driving attracted much attention. This article will provide an in-depth analysis of these sectors, and list the stocks and their codes that are worth collecting and paying attention to, so as to help investors grasp the pulse of the market and win at the starting line.
First, the large financial sector
As the cornerstone of the market, the big financial sector has always attracted much attention. According to the report of the State Council, it will focus on building a "national team" in the financial industry and promote the head securities companies to become stronger and better. In this context, financial institutions such as Capital Securities (601136), Zheshang Securities (601878), CICC (601995), China Galaxy (601881), Founder Securities (601901), Fortune Trend (688318), and Huajin Capital (000532) have attracted much attention from the market. These companies not only have strong capital strength and rich business experience, but also benefit from the support of policy dividends, and are expected to achieve better performance in the future.
2. Quantum technology sector
With the continuous development of quantum technology, the quantum technology sector has gradually become a hot spot in the market. Nvidia has partnered with Japan to build the ABCI-Q quantum supercomputer, and NIST has once again emphasized that it must upgrade to quantum-resistant algorithms by 2030. These advances have brought huge room for development in the quantum technology sector. Haofeng Technology (300419), Geer Software (603232), Science and Technology Innovation (300520), Shenzhou Information Technology (000748), Jida Zhengyuan (002424), Tianhe Defense (300397), Guodun Quantum (688027), Xin'an Century (688201) and other companies, as leaders in the field of quantum technology, their technical strength and market position should not be underestimated.
3. Computing power sector
As the core infrastructure of the digital economy, computing power is gradually becoming a hot spot in the market. Beijing released a plan to achieve full-stack independent and controllable software and hardware products of intelligent computing infrastructure by 2027. This policy provides strong support for the computing power sector. Dongfang Materials (603110), Zhongbei Communication (603220), Industrial Fortune Union (601138), Zhenshitong (002771), Huiyuan Communication (000892), Zhongji Innolight (300308), Tongniu Information (300895), Maixinlin (688685) and other companies have strong technical strength and market share in the field of computing power, and are expected to benefit from the development of the industry in the future.
Fourth, the car trade-in sector
With the continuous development of the automobile market and the promotion of policies, car trade-in has become a new consumption hotspot. The seven departments jointly issued the "Implementation Rules for Automobile Trade-in Subsidy", which covers about 18 million existing passenger cars according to the calculation of brokers. This policy has brought huge market demand to the car trade-in sector. Changan Automobile (000625), Zhongtong Bus (000957), Yutong Bus (600066), Great Wall Motor (601633), BYD (002594), GEM (002340) and other companies, as leaders in the automotive industry, are expected to gain a larger share of this market.
5. Intelligent driving sector
With the continuous development of artificial intelligence technology, intelligent driving has become a new trend in the automotive industry. The China Academy of Information and Communications Technology (CAICT) released the first automotive large-scale model standard in China, which will accelerate the promotion of intelligent interaction and service intelligence in automotive scenarios. Desay SV (002920), Xingwang Yuda (002829), Zhongrun Optics (688307), Longhorn Automobile and Electric (301189) and other companies, as leading enterprises in the field of intelligent driving, are at the forefront of the industry in terms of technical level and market position.
It should be noted that the stock market is risky, and investment needs to be cautious. The individual stocks mentioned in this article are examples only and do not represent investment advice. When making investment decisions, investors should fully consider their personal risk tolerance and market conditions, treat stock market fluctuations rationally, and avoid blindly following the trend.
While collecting and paying attention to these potential hot sectors and individual stocks, investors should also remain calm and rational, and make reasonable allocations based on their own investment objectives and risk tolerance. Only by having an in-depth understanding of the market, paying attention to industry dynamics, and mastering the company's fundamental information can we move forward steadily in the stock market and win at the starting line.