Haitong Securities Company Limited(600837) released the early evaluation of investment advisers. After a short adjustment, the market enthusiasm was ignited again yesterday. Technology stocks continued to break out in an all-round way and began to develop in depth. The most eye-catching performance yesterday was the new energy vehicle industry chain. The representative leading stock Contemporary Amperex Technology Co.Limited(300750) also rose by more than 7% yesterday, thus ranking first in the market value of gem. The main reason for Tesla‘s continuous sharp rise in U.S. stocks is that the progress of Shanghai Super factory far exceeds the expectations of U.S. investors. It is recommended that investors focus on the capacity improvement of Tesla Shanghai Super factory in the follow-up, which will undoubtedly bring a huge pulling effect on the A-share new energy vehicle industry chain. Generally speaking, the structural market situation of the market continues. In terms of operation, it is still recommended that investors dig deep into high-quality technology stocks that are still at a low level, focusing on 5g industrial chain, new energy vehicle industrial chain and vehicle networking industrial chain. Of course, some of the leading technology stocks in the early stage, such as optics and new generation semiconductor materials, will be adjusted in place with the later stage, It is still worthy of investors’ active attention. It is expected that these sectors may still become one of the main lines of the market in the future.
(Securities Times)
