In the past, it was impossible to catch up. Is the technology industry worth getting on at this time?
Talk about investment, financial management, product analysis and risk warning. From fund stocks to bank insurance, every financial direction suitable for the public is the home of an old uncle. My wife is waiting for you to ask about financial management.
Recently, with the growth of the growing enterprise market, technology growth companies have also shown a strong trend to avoid the empty market. Looking back, the trends in related sub-sectors are booming. If you look at this pose, internet red is technology. Statistics show that the trend since the Spring Festival has been-. During the same period, the growth rate of semiconductor, computer, electronics, artificial intelligence, 5G and other technology sub-sectors exceeded 14%, which greatly exceeded the Shanghai Composite Index. The secondary market is booming. In the fund industry, the concept of science and technology funds has continued its style since the second half of last year. The name of Lao Niang Nine Statistics Fund includes semiconductors, computers, electronics, artificial intelligence, 5G, technology and scientific research products. Since the second half of 2019, the average rate of return has reached 53.85%. (Source: wind, 2019.7.1-2020.2.26) Seeing this, many friends were a little upset and couldn't help but fantasize about turning a space shuttle and a bicycle into motorcycles earlier. However, the past cannot be traced. Is the technology industry worthy of getting on board at the current point in time? The old uncle believes that the technology industry is still worth getting on the car for three main reasons. Statistics on the development space of China's science and technology industry show that from 2000 to 2016, China's domestic R & D expenditure increased more than 20 times, with an average annual compound growth rate of 21.3%, while the US domestic R & D expenditure increased less than twice, with an average annual compound growth rate Only 4.1%. According to the comprehensive growth rate of domestic R & D spending in China since 2010, by 2024, China's overall R & D investment will exceed that of the United States, becoming the world's largest investor. Continuous investment in national science and technology research and development has given the industry a bright future. The long-term trend of the technology industry is high, and the stock of cattle is concentrated. From the perspective of the long-term profitability of the technology industry, over the past 10 years, the growth rate of technology sectors such as semiconductors, computers, electronics, artificial intelligence, and 5G has far exceeded the Shanghai Composite Index. From the perspective of supply, the threshold of the technology industry is higher than that of other industries, and it is not easy to be replaced repeatedly. The net interest rate is relatively high. Statistics show that in the past 10 years, the increase of A shares in the individual stock industry has exceeded 1000%. Among them, electronics and computers, which belong to the technology industry, account for the highest proportion, close to 50%. It can be said that the technology industry is the industry most likely to generate more than 10 times the shares in 10 years. According to data from Guotai Junan Securities, from the perspective of profit growth rate, the profit growth rate of a share of technology stocks in the past three years is higher than that of US technology stocks. From 2016 to 2018, the compound growth rate of operating income of a-share technology stocks was 18. 5%, and US technology stocks have a compound growth rate of 12.9%. The growth rate of operating income of a technology stock is also better than that of US technology stocks. The sustained development of policy dividends in all walks of life cannot be separated from the strong support of national policies and guidelines, as well as the technology industry. For example, at the end of last year, the Office of the State-owned Enterprise Reform Leading Group of the State Council issued the "Special Action Plan for Deepening Market-oriented Reform of 100 Households of Science and Technology-based Enterprises to Enhance Independent Innovation Ability", which is committed to stimulating the momentum of technological innovation and realizing the task of market-oriented reform of technology enterprises. . In addition to the China Securities Regulatory Commission's recently announced new refinancing regulations, the China Securities Regulatory Commission also directly benefits from the relaxation of refinancing conditions in the GEM market. In the GEM market, lifting debt restrictions will benefit Dongling and some midstream manufacturing. From the above analysis, whether it is the level of national R & D investment, the high profitability of technology stocks, or policy support, technology belongs to a long-term high prosperity and high investment value industry. So, what is the attitude of getting on the car to share the development bonus of the technology industry? I think you can refer to the following two ways: 1. Stock trading. If you have strong professional investment ability, you will
For example, the recently-released Ping An Technology Innovation Portfolio (A: 009008 C: 009009009) is a fund for investment opportunities in technology innovation. Its layout includes innovation cycles in the three fields of energy, information technology and labor, as well as the pace of innovation in hardware, software and models. In addition to the a-share market, excellent technology listed companies will be deployed in the Hong Kong stock market to achieve the asset allocation target of a-shares and h-shares in the main areas of technology. Judging from the current market, various policies have boosted the market, foreign capital is still pouring in, and the market has performed well for a long time. For investors, it is necessary to choose an industry with high long-term investment value. Science and technology is a good choice. The science and technology theme fund is a convenient low-threshold investment tool, suitable for medium and long-term control. Click on the QR code below to follow the "Master of Financial Management"
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