How to invest the fund of novice science and technology sector
The science and technology sector is a long slope and thick snow, and it is also recognized by the market as a long-term high-quality track. There are many sub-sectors in the science and technology sector, which can tap a large number of investment opportunities. Xiaobian has compiled how to invest in science and technology funds here for your reference. I hope everyone will gain something in the reading process!
Science and technology sector is subdivided into industries
1. Computers
The computer industry can be divided into computer equipment and computer applications.
The upstream industries of computer equipment industry include plastics, chips, resistors, light guide plates and other raw materials. At present, the manufacturers with great influence in the upstream are mainly Hikvision, Focus Media, Ziguang, China Great Wall and other manufacturing enterprises. The above-mentioned enterprises have large scale, stable development, sufficient supply and stable quality. On the whole, the stability of upstream enterprises is conducive to the development of the industry. At the same time, with the development of domestic upstream enterprises, the purchasing price of spare parts has generally declined, which will help improve the competitiveness of domestic computer enterprises. There are many sales channels for computer equipment, such as major supermarkets, electronic equipment franchise stores and e-commerce platforms.
The indexes corresponding to computer equipment in secondary industries include CSI Computer, Science and Technology Leader, CSI Technology 1 and Emerging Technology 1; the OTC index funds include Tianhong CSI Computer Index, Huabao Technology Leader ETF Link, Harvest Emerging Technology 1ETF Link, and the active industry funds include quantitative stocks of Chinese computer industry.
The indexes corresponding to computer applications in secondary industries include Shenzhen Science and Technology Index and CSI 5 Strategy Index, and the active industry funds include Morgan Stanley Technology Leading Mix.
2. Electronics
The electronics industry is the basic support of China's information industry. The total output value of China electronics industry accounts for about one fifth of the electronic information industry, and its upstream and downstream industrial chains cover a wide range.
from a macro perspective, the process from materials to finished products mainly includes upstream raw materials, chemical products and production equipment. The middle reaches are mainly electronic components industry, and electronic components can be divided into active components and passive components according to whether external energy sources are needed or not. The passive components include capacitors, resistors and inductors. Active components include discrete devices and integrated circuits. Downstream are various consumer electronics, communication equipment and other end products.
terminal electronics, as the end of the industrial chain of the electronics industry, is an important component of integrating the downstream of the whole industrial chain. At present, domestic terminal electronics consumption mainly focuses on wearable devices, mobile terminals, smart homes, automotive electronics, military electronics, security electronics and so on.
in the secondary industry, there are many indexes corresponding to semiconductors, including CES semiconductor, CSI semiconductor and CSI semiconductor chip. The active industry funds corresponding to the secondary industry components include Nuoan and Xin Hybrid, Caitong Integrated Circuit Industry Stock, Guolian 'an Technology Power Stock, etc.
The indices corresponding to optical optoelectronics in the secondary industry include CSI Electronic Index and Shenwan Electronic Index, and the active industry funds include Changsheng Electronic Information Industry Mix, Changxin Electronic Information Industry Quantitative Mix, Changsheng Electronic Information Theme Mix, and China-Europe Electronic Information Industry Shanghai-Hong Kong-Shenzhen Stock Exchange.
The index corresponding to electronic manufacturing in the secondary industry includes CSI Industry 4. Index, and the active industry fund includes Guangfa Manufacturing Select Mixed and Huaan Intelligent Equipment Theme Stock.
3. Communication
Communication includes: 5G, optical communication, cloud computing, big data, satellite communication and Internet of Things.
the industrial chain of p>5G communication industry mainly includes five important links: network planning and design (pre-technical research and network construction planning), wireless main equipment (core network, base station antenna, RF devices, optical devices/optical modules, small base stations, etc., and wireless supporting, network coverage and optimization links are laid out), transmission equipment (wired transmission links are required after wireless equipment, followed by optical fiber cables, system integration, IT support and value-added. In addition, there are PCB/CCL industrial chain (used for base station RF, baseband processing unit, IDC and core network router, etc.) and dielectric waveguide filter (base station RF).
The indexes corresponding to the communication equipment in the secondary industry include 5G communication and CSI all-finger communication equipment, and the OTC index funds include Cathay Pacific CSI all-finger communication equipment ETF connection and Yin Hua CSI 5G communication theme ETF connection.
new materials include: electronic components, special metal functional materials, high-end metal structural materials, advanced polymer materials, new inorganic nonmetallic materials and high-performance composite materials.
warehousing logistics includes warehousing and logistics.
4. Media
Media entertainment includes: online celebrity economy, radio, film and television technology and advertising.
The media industry refers to an industrial group composed of media entities that disseminate all kinds of information and knowledge. It is a special industry that produces and disseminates all kinds of information products in the form of words, graphics, art, language, images, sounds, numbers and symbols, and provides various value-added services. The media industry covers the fields of information production, processing and dissemination, and has the characteristics of a typical information service industry. The source of media (that is, the content spread by various media) has strong cultural and humanistic characteristics, and the media industry is an important part of the cultural industry.
On-site funds corresponding to secondary industry cultural media include CSI Media Index, off-site funds include its linked funds, Penghua Media Rating and ICBC CSI Media Index, and active industry funds include Penghua Media Entertainment Stock; The active industry funds of Internet media in the secondary industry include Internet Media Mix, Agricultural Bank Information Media Stock, Guangfa Electronic Information Media Stock, and China Resources Yuanda Information Media Technology Mix.
In addition, there are new energy sources, including photovoltaic, nuclear energy, biomass energy, water pollution, air treatment, solid waste treatment, resource exploration and efficient mining and comprehensive utilization technologies. Aerospace includes aviation field and space satellite field; New medicine, including medical biotechnology, traditional Chinese medicine and natural medicine, chemical medicine (innovative medicine and original medicine), medical instruments and equipment, etc., also belong to the branches of big science and technology.
investment logic of science and technology sector
although the long-term investment value of science and technology stocks is significant, it may not be very friendly to individual investors because of the complicated sub-sectors and high requirements for professional knowledge in investment.
if you change your mind and invest through funds, you can leverage the investment and research team of fund companies to realize investment in high-quality technology stocks with greater probability.
how to choose?
1. Observe the fund's actual portfolio and heavy stocks
Observe whether the heavy stocks invested are mainly concentrated in the field of science and technology, and whether the style has drifted in past investments. For example, in the second half of 22, or during the downturn of technology stocks in 218, can the fund still stick to the technology track? Man Cang's technology is not difficult when the technology stocks are in a bull market, but what is rare is Do not forget your initiative mind in a bear market.
There are many technology listed companies with scarce A shares in the Hong Kong stock market, such as Internet companies Tencent, Meituan, Ali, Xiaomi, etc. If we can cover high-quality companies in Hong Kong stocks, the investment in technology stocks will be more complete and comprehensive. Whether you can invest in Hong Kong stocks southward through the Hong Kong Stock Connect mechanism can generally be seen in the investment scope of the fund prospectus.
2. Observing the past investment experience of fund managers
Investment in technology stocks requires high professional knowledge, which is not only for ordinary investors, but also for fund managers. The technology iteration in the technology industry is fast and the profit is relatively unstable. Have long-term research and investment experience, have experienced the test of science and technology cycle, and may have a deeper understanding of related industrial chains.
When investigating fund managers, you can look at the officially announced investment years, or watch more public interviews or live broadcasts of fund managers to find out whether fund managers have mature and consistent investment logic and stock selection methods.
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