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兴业银行股票介绍未来投资的硬逻辑方向
Admin 2020-08-07 17:52
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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。
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兴业银行股票
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