Recently, I've seen many people repeating the A-share hype about the digital economy, which has no performance at all, but the stock price has been skyrocketing and will eventually crash.
This thinking has some validity, but it is not entirely correct.
Speculation is one of the ecological characteristicsminer s19 pro of A-shares, and each year A-shares will speculate on a variety of junk stocks in the name of subject matter, and there will undoubtedly be a lot of junk stocks in the digital economy this time.
But, beyond the subject matter, there are real industrial opportunities, which we must track and seize.
Take new energy, from subject matter speculation in 2015 to industrial growth in 2020 and value after 2023, the A-share formula has been very simple and crude. (You can feel this cycle against the stock price cycle in Tianqi lithium, Enjie shares, and other companies.)
Permeability early stage crazy hype expectation, and even cash the next 3-5 years of industrial space; industry landing cycle, permeability breakthrough 10% of the critical point, crazy hype growth, valuation and performance double whammy; industry late, industry competition intensifies, the leading stand out, and hold the value of shares; industry late, industry competition intensifies, the leading stand out, and hold the value of shares.
The current digital economy, or artificial intelligence, is in its early stages; most of the stocks are junk stocks; however, this does not prevent market speculation; the real can run out of stocks are frequently ten times the stock, gtx 1080 ti miningwhich is the focus of our research.
The theme of the digital economy is very broad; the market is more concerned with arithmetic and algorithms, but I am more concerned with data layer application.
The software business model is superior, growth can be sustained, and it is more in line with the investment paradigm of growth stocks, whereas hardware stocks are essentially a cyclical industry, earn shouting, and now speculation is essentially the former communication stocks.
Last year on the prospective study of several core sectors of software or software-hard integration: the field of letter creation, network security, security field, industrial software, medical information technology, intelligent driving field, and so on, these are the true fundamentals of the subject, short-term may losegtx 1080 mining a variety of subject matter speculation, but medium and long-term more reflect the charm of compound interest.
At this stage, I am to do a good job of tracking in order to determine the inflection point of the industrial outbreak, the progress of the company's products or barriers, and when the company's performance can be repaired or enter a new growth cycle, which is the sweetest price investment time.
By:Becky