Industry leaders as the name implies is the boss of each industry, regardless of the volume, profitability is the industry ranked one of the top two companies. For example, Guizhou Moutai, Vanke A, Gree Electric Appliances, ZTE are the industry in the listed companies in the boss. Of course, in addition to these traditional industry bosses, some industries in the boss is not fixed. For example, science and technology stocks, because the development of science and technology updates faster, as science and technology continue to iterate, there will always be a new leader emerged, such as the Internet before the BAT, and now emerged "byte jumping", there is a trend of catching up.
We just need to know that the fund is a team of stock pickers, and they definitely have good reasons to do so, and more than one fund to make the same judgment, we must respect this choice, which is also the most correct choice in the current market environment.
Now railroads, roads, bridges and other traditional infrastructure are almost built, so the Central Economic Conference played a new card, pointing out that "5G, ultra-high voltage, artificial intelligence, industrial Internet, Internet of Things" and other scientific and technological infrastructure projects are also infrastructure, which is the new infrastructure, is the mainstream market hotspot for the next period of time.
5G: From the perspective of the scale of the industry to undertake in the future, 5G will be the most anticipated direction of the new technology, China's focus on the development of major emerging industries, such as the industrial Internet, the Internet of cars, enterprises in the cloud, artificial intelligence, telemedicine, etc., all need to 5G as the industrial support. Global accelerate the layout of the 5G environment, the domestic 5G construction landing speed is expected to be earlier than planned.
Extra-high voltage: China's extra-high voltage construction potential is still huge, the current state has been planning various types of extra-high voltage project is probably between 50-60, which means that there are still about 30 has been incorporated into the planning line is expected to be landed in the future, the recent State Grid announced that the social capital to open up the investment in extra-high voltage, through the solution of the funding problem to further increase the certainty of the continued construction of extra-high voltage. Extra-high voltage as a key technology of the global energy Internet, China has successfully realized the Brazilian beautiful mountain two phase extra-high voltage direct current power project and the export of core equipment. China's medium- and long-term demand and greater overseas space will enhance the performance of the equipment company's sustainability.
Rail transportation: 2019 start tide of investment increase + through mileage high speed growth + freight three-year incremental plan to support the release of vehicle purchases + vehicle equipment related business performance recovery obvious growth, the four major benefits **** vibration, the plate will have a significant gain.
Charging pile construction: across the 19 years, the new year's subsidy policy has not yet been officially introduced, once again giving car companies a certain buffer space. And no matter when the policy landed and the specific form, the main theme of reducing costs and supporting excellence will not change, the industry chain will also go to share the pressure brought about by the decline in subsidies, the advantages of the leading segment or will further accumulate, anchored in the leading, to seize the certainty.
Big data construction: the current application of big data is very extensive, from information distribution to video entertainment, big data is everywhere. At present, big data has become one of the popular investment direction, in the strong support of capital, big data industry rapid development, is expected to 2020 China's big data industry scale or more than trillion. In today's emphasis on data, the big data industry is bound to become the entrepreneurial wind port in 2019.
Artificial Intelligence|: Bullish on the development of the domestic artificial intelligence industry, especially after the CPC Central Committee and the State Council have made artificial intelligence an important hand in economic transformation, there is more room for development in the future in the integration of development. Basic layer, it is recommended to pay attention to domestic servers, high-performance computing enterprises in the arithmetic to provide market opportunities; in the application layer, it is recommended to pay attention to voice, computer vision, automatic driving, predictive analytics and other technologies in the AI + (customer service, security, health care, automotive, finance, etc.) market, covering the enterprise.
Focus on individual stocks: KU Xunfei, KU Intelligence, four-dimensional map new, China Science and Information Technology, China Science and Information Technology, Wave Information, China Science and Technology Dawning and so on.
Industrial Internet: According to the latest report of the research organization, the global market size of the industrial Internet will reach 91.4 billion U.S. dollars in 2023, of which the Asia-Pacific region has the highest compound annual growth rate. With the intensive introduction of a series of industry policies, the industrial Internet is ushering in explosive growth, boosting the traditional manufacturing enterprises "digital" transformation.
Focus on individual stocks: industrial rich association, Saiyi information, topstar, long new technology, east earth science and technology, the east of the state letter, Baoxin software, hanDe information, jiaxunfeihong
Leader stocks must have offensive volume characteristics (appeared for more than three consecutive days of the volume). Leading stocks to moderate market value in circulation; leading stocks usually at the end of the decline in the market panic against the market stops, ahead of the bottom or ahead of the start of the market.