Founder Securities Co.Ltd(601901) pointed out that science and technology stocks currently have three major supports. First, the loose global liquidity environment is conducive to the interpretation of science and technology stock market, which is more obvious after 2015; Second, China’s policies encourage innovation, and resources are gradually inclined to the field of science and technology. The guidance of Shenzhen first demonstration zone has made arrangements for scientific and technological innovation, and the unexpected performance of the science and innovation board guides resources to gradually tilt to the field of science and technology; Third, the performance gradually reflects the comparative advantage. The industrial cycle brought by 5g construction has started. In the first half of the year, the performance growth rates of tmt50, CSI 300, all a shares, small and medium-sized board and gem were 20%, 10.83%, 6.5%, – 3.45% and – 21.32% respectively, of which the performance growth rates in the single quarter of the second quarter were 19.96%, 10.82%, 3.89%, – 1.99% and – 28.58% respectively, Only the single quarter performance of science and technology leaders improved compared with the first quarter.
(Securities Times)
