In fact, the handicap characteristics of the oscillating line of the cross star at this position, I think it should belong to the long-short game that will end in August. Although the long-short game in this position seems to have lost its negative line, in fact, the bulls have not abandoned it.
From the industry index of the whole secondary market, there are still 23 industry sub-indices. The most important point is that the technology sectors represented by IT equipment, hotel catering, brewing, software services, aviation, media and entertainment, components and semiconductors are still rising strongly, with the volatility exceeding 1%, leading the two cities, which has formed a very obvious strong buying promotion for long-term funds.
From the secondary market, many related concept stocks hit the daily limit, and the number of stocks with an increase of more than 5% accounted for a large part of households. I think this plate has been fully activated and has formed a trend.
Therefore, from the basic situation of a long-short game in the whole secondary market, I think the kinetic energy and potential energy of the whole long-short technology sector have been fully activated. Today, there are a lot of daily limit boards, and it is basically a very obvious background that technology stocks are dominant, which tells us that the structural hot spots are still very clear.
Here we see that many daily limit stocks show very obvious motivation to do more. Then, the most crucial point is that some representative varieties that keep hitting new highs in the market basically continue to present opportunities for upswing. I think the prerequisite is directly related to the signing of more than 70 AI and 5G projects at the 20 19 World Artificial Intelligence Conference.
It can be seen from this meeting that we will build an AI plus weapons highland, and then focus on promoting some core cities represented by Shanghai and Shenzhen, and then carry out the overall five-level commercial promotion. In fact, it should be what everyone expects, and it is also an area where funds are relatively clear to promote.
The three major mobile operators will simultaneously launch 5G in Shanghai. By 20021,30,000 5G base stations will be built, with a total investment of over 30 billion yuan. Shanghai's local mobile communication network and fixed broadband network double gigabit broadband city, as well as the advanced information infrastructure construction of 5AI Internet of Things and ubiquitous intelligent connection will further accelerate the artificial intelligence scene from phenomenon to reality, that is to say, it should actively promote the whole production and life, urban operation, social governance and other fields.
Judging from the ai ecology, ai platform, AI industry and AI urban areas promoted by Shanghai and some big cities in China, we find that in fact, in the next two to five years, many cities will basically give AI backbone enterprises and digital drive enterprises with core technologies, with a certain proportion, even pushing up to 50 billion yuan in strength and scale.
Therefore, from such a large field, I think the overall construction of relevant standards in the field of artificial intelligence, including facility connection, including artificial intelligence financing and cross-regional and cross-industry development, will surely become the general trend and the necessity of future development.
Therefore, under the background that the National Development and Reform Commission predicts that the scale of China's artificial intelligence industry is expected to exceed 1 60 billion yuan in 2020, driving related industries to exceed1trillion yuan, I think the mid-line opportunities of related concept stocks such as 5G, artificial intelligence, cloud computing and Internet of Things, including logistics, Shanghai Free Trade Zone and Yangtze River Delta integration, are relatively clear.
In this big sector, I personally think that Shanghai Beiling, Zhongke Shuguang, Ziguang Guowei and some very important listed companies we have seen, such as Venus Star, Visteon, Dafu Technology, Changying Precision, Rongji Software, Shuobeide and so on. I think the opportunities in the medium term should be obviously increased and the market trend is relatively certain, so I personally think that these sectors should be strategically laid out and operated on dips.
The above are the personal opinions of the guests and do not constitute investment advice. Enter the market accordingly at your own risk.
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