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2024-12-13 02:48:39

The concept of bean bag is on fire.The surge in AI applications is essentially the recognition of growth stocks. Caixin Securities said that at present, the A-share market is approaching the final stage of the shock adjustment period. With the full change of market funds, favorable policy expectations and the blessing of the restless market in spring, it is possible for the market to step out of the adjustment range in the near future. The market is expected to interpret the New Year's market, which can focus on the following directions: technology and independent controllable direction, the theme of mergers and acquisitions in the field of science and technology, AI application directions such as games, movies and advertisements, and brokerage sector.The concept of AI application side has continued to soar recently. Zhongke Lanxun is close to the 20cm daily limit, and Hengxuan Technology and Juxin Technology have all risen by more than 10%.


The industry believes that the news is expected to boost the market sentiment of domestic computing power and chips in a short period of time. In the medium and long term, the overall localization pace of domestic semiconductor industry is expected to further accelerate.Data treasure screened out high-quality stocks with expected continuous high growth performance, with the following conditions: 1. The net profit growth rate in 2022 and 2023 exceeded 30%; 2. The number of rating agencies is more than 10; 3. The organization unanimously predicts that the net profit growth rate will exceed 30% this year; 4. The organization unanimously predicted that the P/E ratio this year would be less than 40 times.Exposure of high-quality stocks with sustained high growth performance


[Bean bag concept leading stock exposure! 】How to lay out the market when it comes? ETF can directly invest in the sector > >The industry believes that the news is expected to boost the market sentiment of domestic computing power and chips in a short period of time. In the medium and long term, the overall localization pace of domestic semiconductor industry is expected to further accelerate.

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