Recently, Jinxin fund held a live broadcast of "meet - hard core technology, walk with you". The investment research team of the company analyzed the investment opportunities of hard core technology in 2022. It is reported that the event was broadcast live on more than 30 platforms, and the online viewing volume exceeded one million.
Kong Xuebing, managing director and fund manager of the investment department of Jinxin fund, believes that science and technology has huge development space in the future. Hard core technology represented by high-end manufacturing - semiconductors, automotive electrification and intelligence, high-end military equipment and informatization may represent the future direction of scientific and technological growth.
In terms of semiconductors, Kong Xuebing said that the semiconductor industry chain may move from "overall lack of core and capacity as the king" in 2021 to "tight structural balance and winning product power" in 2022. In the medium and long term, the demand for semiconductors will shift from consumer electronics represented by mobile phones to industrial fields such as electric vehicles, new energy, aiot and 5g applications, which is expected to open a new round of chip design innovation cycle. Power, analog, GPU / FPGA and other tracks will see more Chinese companies enter the high-end field and have good investment opportunities.
At the same time, Huang Biao, fund manager of Jinxin fund, introduced the origin of the meta universe. In Huang Biao's view, the meta universe has the characteristics of immersion, diversity, openness and degree of freedom, which can bring new interaction methods and business models. The future meta universe system will be an immersive environment of Internet of things + cloud side comprehensive computing. It can pay attention to companies in cloud computing, artificial intelligence, blockchain, 5g, Internet of things and software companies engaged in video codec, visual algorithm and so on.
In the field of new energy, sun Lei, fund manager of Jinxin fund, also said that at present, the industrial chain in the field of photovoltaic and power battery has a voice all over the world and can obtain the dividends of industry development. The above industries have core competitiveness and belong to industries that use technology to promote cost reduction, which is quite in line with China's industrial advantages. In 2022, the overall growth rate of the new energy industry is high, with alpha opportunities.
In addition, Liu Rongjun, fund manager of Jinxin fund, said that China has the determination to become a manufacturing power, and the need to reduce costs, increase efficiency and enhance competitiveness through transformation and upgrading is very urgent. With the development of 5g, artificial intelligence and intelligent IOT technology, the transformation and upgrading of manufacturing industry, cost reduction and efficiency increase is an inevitable trend, with huge development space.
(Shanghai Securities News · China Securities Network)
