At the beginning of 2022, there were many variables and the epidemic continued to ferment. The United States has announced that it will almost raise interest rates and will soon tighten liquidity. Facing the complicated situation, I think a new technology cycle is coming. In order to make capital gains outperform the broader market, we need to have a clear expectation of the technological trend in the past 22 years. The following three tracks may bring value-added benefits.

1, the sales of new technologies and equipment such as consumer electronic circuits, especially VR and AR, will increase substantially. In 22 years, the estimated sales volume will increase by 70%- 100% compared with 2 1 year, and related enterprises may usher in profit growth.

2. At present, the penetration rate of new energy vehicles is 20%, but it will exceed 70% in the long run. In 22 years, the competition of new energy vehicles will not be in cruising range, but will turn to autonomous driving, that is to say, the growth of lithium batteries will slow down, chips and other related sectors will benefit from the growth, and there may be unexpected outbreaks.

3. Meta-cosmic circuit, 2 1 meta-cosmic circuit broke out a wave of market. According to the law, the market that broke out at the end of last year is likely to become the main line of the next year, because the end of the year is the time for large funds to switch positions and exchange shares, and these funds will quickly gather on a promising track next year.

These are the tracks that may have a big market in 22 years. Among them, chips occupy an important position in all three tracks, so it may be better to lay out in advance.