What to invest in 2020? Everyone is optimistic about these two industries!
Although affected by geopolitical risks, the broader market declined on the 8th, but investor enthusiasm is still sufficient. The turnover of the Shanghai Composite Index is as high as 306.5 billion yuan, which is much higher than the daily average of 2019.
Wind, at the beginning of the new year on the day of 2020/1/8, investors are most concerned about such questions as "how to invest this year? What sectors are better?"
Last week, Xiaoou asked various friends of Lu Jimin on the Internet for their views on the 2020 market and their optimistic sectors. Unexpectedly, everyone's ideas are surprisingly consistent, and they have stated that they are optimistic about two major industries in 2020:
What is even more shocking is that many star fund managers of China Europe Fund also stated that they are optimistic about these two amazing industries in 2020!
"In the 5G era, more efficient data transmission will make the cloud industry more widely used in the computer and media fields. The 5G-related electronics industry chain, China's obvious new energy automotive industry, and the computer and There will be good investment opportunities in the media industry. "
"After the large-scale construction of 5G base stations, many new business models and new applications will emerge, which will bring investment opportunities for consumer electronics. As explosive electric vehicles continue to promote the electrification and intelligentization of automobiles, 2020 The new energy vehicle industry may usher in a significant turning point, which deserves attention. "
"Emerging industries represented by 5G are at the beginning of a round of application innovation cycles. Although they have demonstrated performance in the hardware and equipment fields in the past two years, innovation in content and software applications will continue to emerge. A lot of room to create excess returns. "
Many people are optimistic about these two major sectors in 2020: 5G & new energy vehicles. What ’s so amazing about it? Don't worry, and listen to Xiaoou come one by one for you.
5G: The word "5G", the most certain investment opportunity in the future market, I believe everyone is already familiar with it. As the most popular concept segment in 2019, the 5G application index has increased by 76.10% in the past year, far exceeding the performance of the A-share market and outperforming the GEM by nearly 30 points.
Wind as of 1/8/2020
Of course, the 5G sector is not only good in the past, but also has great potential in the future. According to the "China 5G Economic Report 2020" report of the China Academy of Information and Communications Technology, it is estimated that from 2020 to 2025, the total investment in 5G networks will be 0.9-1.5 trillion yuan. The 5G theme may become the most certain investment opportunity in the next few years!
Although the future potential of the 5G sector is unlimited, there are hundreds of companies in the industry chain, and the technical barriers to investment are relatively high. It is difficult for ordinary investors to seize the opportunities. If you want to lay out the 5G sector, it is recommended to consider having a professional fund manager help you invest.
New energy vehicles: The super dark horse in 2020 began at the end of last year, and the new energy vehicle sector has been very strong!
The Wind Tesla Concept Index has been rising strongly since the beginning of December 2019. In just 5 trading days in 2020, the index rose by more than 14%! (wind, as of 1/8/2020)
(Wind, 9/9 / 2019- / 8/2019)
The rise of Tesla's industrial chain will set off a new energy vehicle boom in the A-share market in 2020. In this regard, the market also agrees that 2020 may become a key year for new energy vehicle investment. With the continuous improvement of new energy vehicle product technology and continuous optimization of costs, the production and sales of new energy vehicles are expected to continue to maintain rapid growth in 2020. It is estimated that the sales of new energy vehicles in 2035 can reach 40 million!
Source: " New Energy Vehicle Development Plan 2021-2035"
As the first "black horses" in 2020, the new energy vehicle sector is also a very "professional" field. For example, the lithium battery, which is only a component of new energy vehicles, involves batteries, structural parts, negative electrodes, positive electrodes, separators, electrolytes, and so on. The industrial chain is very complicated.
Similarly, it is still recommended that everyone consider investing through a fund focusing on new energy vehicle-related sectors.