Investment Advice
What do you think of the computer industry in July? Our view is: performance is the foundation, and the game is the main. I am optimistic about the landing of the iconic application of the blockchain, the continuous introduction of the systemic policy of medical reform, and the trading opportunities of cybersecurity in the military theme. Short-term attention to the military bureau change and the trading opportunities brought by the July 16th Cyber ​​Security Conference, long-term attention to our War Bear Eight King Kong combination.
On the 20th of May, under the general pessimistic market, we took the lead in proposing: the industry has limited space for valuation decline, actively deploying true growth and true value targets, and suggesting active placement of medical IT, blockchain and artificial intelligence themed investment opportunities, while the same day We launched two major investment portfolios of the National Financial Computer. As of this week, Highly Meida and Digital Zhengtong increased by 30%. Yunda Technology and Tianyin Holdings rose 21.31% and 22.81%, which greatly outperformed the computer index by 15%. .
At that time, from the perspective of valuation, the industry average valuation was about 56 times. According to the historical valuation range and the mature market valuation, considering the industry growth rate, we believe that the computer sector valuation is stronger at 30-40 times. support. Considering the delay in the liberalization of the registration system, the probability of a large downside in the short-term sector is relatively low. We believe that even in the long-term, the space for the valuation of the sector is limited, so we suggest that the active allocation of performance has a margin of safety, and the business has a target that exceeds expectations. .
From the perspective of the development of the technology industry, the current Internet + has gradually realized its performance. The cloud industry, big data, blockchain, artificial intelligence, VR/AR emerging industry industry trends have been formed, and subversive transformation is being carried out in all aspects of production and life. A wave of technology waves are on the way. We have selected leading companies in emerging fields from the aspects of vendor resource endowment, technical strength, product and market layout, and proposed investment opportunities in emerging industries such as blockchain.
Based on the above judgments, we selected the National Gold Computer Wars Bear Eight King Kong from the three dimensions of performance, growth and industrial trends: growth portfolio: Yi Lianzhong, entrepreneurial software, Highly Meida, Jiachuang Video, value combination: Keda Xunfei, Digital Zhengtong , Yunda Technology, Tianyin Holdings. Focus on the high growth of the newspaper. Growth is the eternal theme of investment in emerging industries. Under the market of stock capital games, the market prefers real growth stocks. The China Daily will be released one after another. On the one hand, we selected the mid-year report to achieve high-growth stocks, and on the other hand, we have selected a high-growth target. In the interim market, we recommend active allocation: the mid-year report achieves high growth, and the performance is more than expected. At the same time, the bottom has seen a smaller increase in individual stocks. Ant Financial will soon be on the blockchain technology, and the industry will usher in a real qualitative change. At the first global XIN public welfare conference held in Hangzhou, Ant Financial said that the blockchain technology will be launched soon in the “Internet Public Welfare†sub-forum, and will first be applied to Alipay's love donation platform. We believe that the impact of Ali's application of the blockchain on Alipay on the industry is like that of the balance of the treasure on the Internet finance, Alipay face payment to face recognition. The application of Alipay shows that the blockchain technology is gradually matured. Then, whether it is Ali or other companies, it will combine with the business of the other, optimize the underlying storage and transaction architecture, and the related applications will gradually begin to commercialize, with the giants and capital. Constantly entering, the industry will usher in a real qualitative change.
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