180 ° C big turn red line becomes dotted line staring at 1 strand of annual report signal
It seems that the 180-degree turn of the US-Iraq conflict has turned into an embrace of peace by both sides, and Trump's red line has become a dotted line. However, the easing of the conflict has brought opportunities to the market. It seems that the two sides are somewhat tacit and give each other a step down. Don't look at Trump's temper, but important things are still restrained, such as This time I beat my face. And just when everyone was worried, this change meant that the Third World War was definitely not going to happen. Let's all disperse.
However, from yesterday ’s low opening to today ’s high opening and high going, the market is completely dominated by emotions under the influence of external news. From this point of view, the short-term market does not have a firm long sentiment, so operational investment This is still an opportunity to focus on individual stocks, especially the market fluctuation adjustment is a relatively low-priced low-value opportunity and the opportunity to underestimate the value of the market.
Recently, we repeatedly emphasized that 2020 is the year of the outbreak of 5G base station construction. The market is expected to exceed 700,000 base stations, and the expected construction of the market will definitely bring a number of listed companies to increase the value and increase performance. In 5G base stations, Huawei undoubtedly Is the biggest beneficiary, so for the 5G industry chain, which ushered in one of the core subdivision component leaders with a demand of 300% -400% growth, 000 *** will inevitably usher in a period of high rebound growth. The company has entered the Huawei industry chain since 18 years, and is the first domestic order for this core component in China. At the same time, the company is also involved in core technology fields such as robots , sensors and new energy vehicles, and the related business is growing steadily. The market brings a 19-year annual report on the company's performance signals to start a period of high rebound for the company. For specific stocks, please refer to the "Inside Line of China Finance Policy" on January 9 [early nuggets]
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