c4ca4238a0b923820dcc509a6f75849b
735b90b4568125ed6c3f678819b6e0580a7d7a81e8e3a20e4c34748e98ef45f64e1d77a61a109b0b92b57976eaf80e8e1cb9f800f4c894928ced5037646562aa479b9642a594ef1086b98f44f9087684
07895b3a6855e355ea3c1b1eddef171e231c7a455d111c7fca37cf7ddbf03d71b306e484d08bbfc03713dad45ed5c4d0
8a369789ed07d48a5118f1e9c949607f3053f23639df1288e67078c53b8b787c | bf5af321d4e66becacb24785417d673d3cee862bed0035c2485301b638210e9b94595a2710e054b81ef871dea269f091
fc75fd4b2b7524fa760f8f75afd45168f7eba34ee867d29c78c243263f51fcc402275aec9341fd754c41c7e0700f96ff456be569703bd47dd5a8d7347ed11c80
f5bba1e6f1e87265a701e8f0525e200eb4ff816b92126b98da5c01f79df52f5b4b5e62377382dc77b29a24405ed76a04
4aeb9cc86d4525eb8ea5bbe45b068756fbd40490d51d277f48c494f1226ffeb4edeb196b8c6675f102c8af3587782929
4a8a08f09d37b73795649038408b5f33
07e01aff1929b73ef075753d0d78440626d6ae00937c110e2cb4cfb4124166bd9caf14ff555231c7feda151e3238fad03d79ce2e8ba3102d2bd2c2686f5cbc277bfb93d01457c3b0308d6c32b3c13a71
d7c3c71615e0044212262a200dc5e4b71e1fe2bc830bda4a6385055c3be6b8824a866cdfda86433db41f639b0aba10b6
063fcf1bbfb797079a9b74d85e2b1c821b9914940aca377dfae0b28fa37540b8 | 416611abfdd71088556615b60f04d25d58dc9cc62ff22cd7d3305ac7e7d58db2d79e7ead1cdc27f3d8a50c707305deff
f2da395b9d4af7072ff422538b28643c88a6c1ec855c2d937f91f5bd0338ff9702518aa53c329e268c93a48294b3c38f1570abb17824cdd9d1defcd43bc2f282
225630b9e253b92d65e2696d389b60598086138cf50c6ca791b711ac2ab9fd862c20611e65bc557da1963781ab8541d4
1ee9da11532ac6edd98cd1f8bf638101cf24315518528fe6ead40452ce2acca3568b97e59777a4a7f16907513e231968
兴业银行股票介绍未来投资的硬逻辑方向
Admin 2020-08-07 17:52
0cc175b9c0f1b6a831c399e269772661
c7e1249ffc03eb9ded908c236bd1996d852085f264d16650cfbee8c3cf724f7572db8a2e9470f492eb479fe7f877db6663d821fcd3c090959f9910f9fbc1631ae7751d6ba9bdda5e5a9b942a4b19c94a
5fb018a6763a361b1a22a9df3eae770fff4bfee1143b44b91002e899266a1f11016f1f96696a98701f6c149662962f68
65912d9405295fccc3bb750f017f71edc4cbcced9eb70002ae8d66b13626912d | fe16995da1a58a67d47b086e108d5ab29b4f48cae57cf076427bbd7e7bc2951b70450ba332867e09a646aadfca05e245
c138b7985ff3b53a5179cb6d7031c2774a59ae5908cc8ce987bde9b06ae400acc7fd5bf6927b8fa7cca6d0fb3c5cb3359586aeadf04651fdb5f5a8091200fcd7
3565c54c20272ec6ba718b4b29540d706c091f2fbd68bfb42a1b05164edb9b817e897ec2bf742c7abcfc9d4999906c59
c7225ab97bd3c17fbe467472ba9c35d4c4e5c39e5d8e7cafd9b5b40032f2761ec52536b316bc46c55700fce58f925d70
4a8a08f09d37b73795649038408b5f33
43ec517d68b6edd3015b3edc9a11367b31e5bc2a11a6f1392222d4a37f82839f98a44d8ce66faf79c2e82881df803fe3069812c31510cd678ce4e4f4e4da8041142fb5bc0920e504f7bb30736fe4674a
71f73fefce2736e1490145a3098a1908f259090b6f828c445bc9596a838660615685233d132ec2ddb420da0599beba71
c09bb601af81d06a550b31663873f397675ae21f44b2b8f2c68ec77131ef55b6 | 9a8ee25ed11587ea2f2856b69dd0b4dc7e217da05928954c45a26a6d6949a3fac18d4ace77d55e8d9ed185e4bbd77d5f
2454234a542e1954953e62f29ea9b6b11a11e3c0fd6c1746e7c2efae59751a3076872018ba9f192ee9bd9747f21de3a76acc6f06f73d7c07afc9f350f8af572d
f180309aac852060ffec31c26b19faee0a5df176144d524c931cce7537a41ebccdd3ebf95333cdae355824f9cc559208
d873e125682bc49f6aea9d63e211cb6c866b149b50439db0158039829c3beff9934261b44e6d282b3a9ec1a48dba522c
2020年庚子年。世界疫情蔓延。中国在抗击疫情中取得胜利。看世界疫情蔓延。深感作为华夏儿女是多么幸福和骄傲。我们率先回复了经济和生产。经此一役。中国在世界的地位将会更更高。中国股市也将会吸引更多国际资金。焕发出新的活力。这是新的起点。新的机遇。由此引发出思考。未来的硬逻辑投资方向到底在哪里?
首当还是医药 医药的逻辑方向就是疫苗。疫苗将会是本次疫苗的终结者。国内目前已经有三支疫苗批准上临床了。但是下一步的就是一个产能的问题需要解决。它的产能一般的疫苗大概只能供一千万人。而我们是十四亿人口。一千万人对比十四万人口确实太少。所以是需要一段时间的。未来疫苗会不仅仅有空间。还有时间的持续性。
第二是食品。食品的逻辑方向是国际局势 2020庚子年自然灾害多。旱灾。蝗灾频频。粮食缺口巨大。国内满足内需问题不大。但是出口需求会猛增。并且嘴巴类的股票是最不容易受疫情影响的。后期依然会有很大的空间。仍然可以继续关注。
第三是新基建。投资逻辑一个是时代需求的产物。一个是符合咱们国家的政策导向 一带一路以及最新的抗疫“马歇尔计划”。这些都属于一个逻辑。有利于我们国家采用和平合作共赢的方式和平崛起。相关产业链。都是必须长期关注的。
第四是科技芯片 投资逻辑是国内产业替代。主要是因为最近的针对华为的打压升级导致的。可谓撕破脸。必治华为于死地的态度。非常明显了。而华为作为国内科技行业的。可以说是领军人物。肯定不会坐以待毙。必将举全国之力弯道超车。而芯片目前已经不止是有科技的含义在内。更多的有消费的含义在内。种种数据显示。中国可谓芯片消费大国。芯片已成为中国的一个重要消费品。对华为制裁的这个举动恰恰有利于拉动中国国内消费。华为要生存就需要大量芯片。国外不卖。我们自己搞产业升级、搞替代。这个市场是巨大的。也是打通国内消费的一条渠道
整体思路梳理了下。做一个相对更硬的排序 医药>食品>新基建>芯片个人观点仅供参考。本文出自破魔配资网。转载请注明出处。
Tags:
兴业银行股票
4a8a08f09d37b73795649038408b5f33
07e01aff1929b73ef075753d0d78440626d6ae00937c110e2cb4cfb4124166bd9caf14ff555231c7feda151e3238fad03d79ce2e8ba3102d2bd2c2686f5cbc277bfb93d01457c3b0308d6c32b3c13a71
d7c3c71615e0044212262a200dc5e4b71e1fe2bc830bda4a6385055c3be6b8824a866cdfda86433db41f639b0aba10b6
063fcf1bbfb797079a9b74d85e2b1c821b9914940aca377dfae0b28fa37540b8 | 416611abfdd71088556615b60f04d25d58dc9cc62ff22cd7d3305ac7e7d58db2d79e7ead1cdc27f3d8a50c707305deff
f2da395b9d4af7072ff422538b28643c88a6c1ec855c2d937f91f5bd0338ff9702518aa53c329e268c93a48294b3c38f1570abb17824cdd9d1defcd43bc2f282
225630b9e253b92d65e2696d389b60598086138cf50c6ca791b711ac2ab9fd862c20611e65bc557da1963781ab8541d4
1ee9da11532ac6edd98cd1f8bf638101cf24315518528fe6ead40452ce2acca3568b97e59777a4a7f16907513e231968
4a8a08f09d37b73795649038408b5f33
43ec517d68b6edd3015b3edc9a11367b31e5bc2a11a6f1392222d4a37f82839f98a44d8ce66faf79c2e82881df803fe3069812c31510cd678ce4e4f4e4da8041142fb5bc0920e504f7bb30736fe4674a
71f73fefce2736e1490145a3098a1908f259090b6f828c445bc9596a838660615685233d132ec2ddb420da0599beba71
c09bb601af81d06a550b31663873f397675ae21f44b2b8f2c68ec77131ef55b6 | 9a8ee25ed11587ea2f2856b69dd0b4dc7e217da05928954c45a26a6d6949a3fac18d4ace77d55e8d9ed185e4bbd77d5f
2454234a542e1954953e62f29ea9b6b11a11e3c0fd6c1746e7c2efae59751a3076872018ba9f192ee9bd9747f21de3a76acc6f06f73d7c07afc9f350f8af572d
f180309aac852060ffec31c26b19faee0a5df176144d524c931cce7537a41ebccdd3ebf95333cdae355824f9cc559208
d873e125682bc49f6aea9d63e211cb6c866b149b50439db0158039829c3beff9934261b44e6d282b3a9ec1a48dba522c
4a8a08f09d37b73795649038408b5f33
43ec517d68b6edd3015b3edc9a11367b31e5bc2a11a6f1392222d4a37f82839f98a44d8ce66faf79c2e82881df803fe3069812c31510cd678ce4e4f4e4da8041142fb5bc0920e504f7bb30736fe4674a
71f73fefce2736e1490145a3098a1908f259090b6f828c445bc9596a838660615685233d132ec2ddb420da0599beba71
c09bb601af81d06a550b31663873f397675ae21f44b2b8f2c68ec77131ef55b6 | 9a8ee25ed11587ea2f2856b69dd0b4dc7e217da05928954c45a26a6d6949a3fac18d4ace77d55e8d9ed185e4bbd77d5f
2454234a542e1954953e62f29ea9b6b11a11e3c0fd6c1746e7c2efae59751a3076872018ba9f192ee9bd9747f21de3a76acc6f06f73d7c07afc9f350f8af572d
f180309aac852060ffec31c26b19faee0a5df176144d524c931cce7537a41ebccdd3ebf95333cdae355824f9cc559208
d873e125682bc49f6aea9d63e211cb6c866b149b50439db0158039829c3beff9934261b44e6d282b3a9ec1a48dba522c
e1671797c52e15f763380b45e841ec32
e0323a9039add2978bf5b49550572c7cd3319056fc2ad4f82602ba55a6913379bbd79df2a0886709e13cbe27b501fa2a7036a0e1f1797c63316f15bc1d45f008d9a5e698b8696eac9c64f1d4fe8c11fd
4cee79b8a24ec3b76707f78e982799e29a00f0173b93476700f7f3f80f8e922cf03b6c1ee5f117d4ef17852c1e411869
84385cd5daf0c6b6038079ec67a7e604d19535cb131363f4a8df3ab84b369876 | 55b723185db3bbd0e33438285aa66ba9c9c10d0b0f439604acd844d74e03d35943d5e451cddecd52384a7f4c0ca9bde8
0eb68776787bd77f41b80ee28576ab15271d335da604ece995dd8a620884d1281fd7512bfccc9c662573f0ce4d6c8adcd7fc1c03a66d1678b6c667f5b2b6f5f0
1f053e2f0e384c73bf7b843691ec27efe211e317f9d096fefb2de17b30407b3e24dc8db7e7baf9886403252cd314e026
42d625262259e8637771ba6976313cc9ac41170e9b0b24287dae33fecd64338983abb2c005380088ca14a40542a7eda0