After the Spring FestivalThe style of the A-share market has changed significantly from last year's value investment to the subject stocks and growth stocks. The "New Economy" and "Unicorn" have become the biggest strategies for supervision. Does this mean that it is time to leave the original speculation ideas? Will the blue-chip white horse enter the rest period?
Is this the world for growth stocks this year?
The ship thinks that the market as a whole belongs to the stock game situation, that is to say,In 2018, it is still dominated by the structural market. Since it is a structural market, structural cattle must have structural bears. Last year, the first-line blue-chip and white horses grew wild for a year, causing eight blood to flow into the river. The increase is the most bad, and the fall has become the biggest advantage. The factors that support the strength of the elephant stocks have weakened or disappeared. On the contrary, the small and medium enterprises will make a difference in the "building an innovative country" strategy. The correct investment strategy of investors in 2018 should be "grabbing small amplification."
This year's main line of the market will be implemented by the concept of the new economy. The opportunity for more battleships should be based on the following aspects:
One, unicorn concept
Due to the huge price difference between the primary and secondary markets, unicorns areA-shares listed, I am afraid to trade in the hands of retail investors may also overdraft their intrinsic value, so the concept of unicorn speculation, but also from the participation of shares and venture capital class mining, such as Foxconn concept, the concept of millet, ant gold concept, etc. And note that since it is a concept of speculation, or speculation.
Second, the new shares plate
After the Spring Festival this year,The issuance speed of IPO is obviously slowed down. In addition, the new auditing committee strictly controls the quality and creates medium and long-term benefits for the new sector. The new shares, which have a clean capital stock and a small plate, are easily favored by the main fund, so there is no shortage of trading opportunities. However, there are too many new shares, and the good and the bad are mixed. Investors can start from the following directions: 1. Technology stocks and consumer electronics; 2. High turnover; 3. Low valuation.
Third, the Chinese core and the Internet+
The future world is a world of science and technology. Technology must be based on large-scale integrated circuits and the Internet, and it will certainly become one of the most active branches of growth stocks. Zhaoyi Innovation, Jingfang Technology, Jingjiawei, Huiding Technology, Tongfu Microelectronics and other Chinese cores are sponsored by the National Fund. The second phase of the big fund is ready to help the IC industry to break through. This is a policy dividend and can be expected. There are many midline varieties. The InternetThe new application of + should also be the focus of investors' attention, such as 5G, blockchain, etc.
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