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Vaccines are on the market, investors are expected to switch to the old economic stock experts to teach positions | Investment and financial management

2020-11-10T13:29:49.092Z


In a pandemic of the new crown pneumonia, face-to-face contact between people has become infeasible. After a while, investors will further focus on technology stocks. As long as it involves the subject of remote economy, investors are obedient


Financial News

Written by: Zhang Weilun

2020-11-10 21:20

Last update date: 2020-11-10 21:20

In a pandemic of the new crown pneumonia, face-to-face contact between people has become infeasible. After a while, investors will further focus on technology stocks.

As long as it involves the subject of long-distance economy, investors obediently offer funds, and the stock prices of technology stocks will of course rise.

Tencent (0700), Ali (9988), Xiaomi (1810) and Meituan (3690), which are known as ATMX, broke the tops several times during the year. If funds were already put into it, they would certainly have recorded generous returns.

However, the strength of technology stocks may come to an abrupt end, and it is not unrelated to the fact that effective vaccines are expected to be available in the short term.

In the interaction between people, there is an opportunity to revert to the previous face-to-face format. Investors will then exchange funds to the old economic stocks. On Tuesday (10th) the stock price recorded more than 5%. It is everywhere. Its China Thai Airways ( 0293) Stock price soared by more than 10%.

Since the old economic stocks outperformed the new economic stocks, investors have to adjust their positions.

Then among the old economic stocks, which shares should be the "ballast stones" in the warehouse?

Experts pointed out that 3 points 1 funds can be put into Cheung Kong Group (1113), China Life (2628) and Link Real Estate Fund (0823), which has announced interim results on Monday (9th).

At the same time, investors are also reminded to keep 3 cents of 1 capital and enter the market when the U.S. stock market drops sharply.

The bottom line targets are Sunny Optical (2382) and Chinese banks.

Today, the old economy stocks outperformed the new economy stocks, and its China Thailand rose 14%.

Tencent Meituan and other technology stocks broke the top successively

Technology stocks saw obvious selling pressure on Tuesday.

But before that day, if investors bet their funds on technology stocks, it would definitely be the best investment strategy to make a lot of money.

Use the price-earnings ratio as a measure of whether to enter the market?

Will definitely be regarded as old-school investors, not keeping up with the trend.

At that time, only the market dream rate was in the eyes of investors.

However, as soon as the news of an effective vaccine was launched in the short term, investors' investment attitudes immediately changed, and old economic stocks were once again included in the sight of investors.

So whether investors want to sell the stocks that belong to the new economy, such as technology stocks and pharmaceutical stocks.

Guo Sizhi, the vice chairman of the Hong Kong Stock Analyst Association, known as Guo Sir, believes that investors can sell the new economic stocks they hold by 3 points, 1 or half first; he also admitted that Tencent’s rise is too rapid, and Alibaba has suspended its listing on Ant , Has lost the excuse for hype.

For a long time, new economic stocks such as Tencent rose and became the driving force for the market to climb.

If the relevant stocks are sold by investors, will it affect the overall performance of the HSI?

Guo Sir explained that Tencent is undoubtedly a heavyweight stock in the Hang Seng Index. Together with Xiaomi, it accounts for 17.5% of the market.

However, the old economic stocks such as HSBC (0005), AIA (1299), China Construction Bank (0939) and China Life Insurance accounted for a larger proportion. I believe that when the old economic stocks rise, it will trigger another wave of rise in the Hang Seng Index, but the rate of rise will not be as fast as before Shikuai is led by new economic stocks.

Guo Sir holds old economic stocks for mid-line investment

Guo Sir also commented on a number of old economic stocks, believing that the worst time for financial stocks has passed, and even bought HSBC at a low level. Because it is expected that the bank will resume dividends, the dividend will be between 1.5 and 2 yuan next year, based on current prices. The rate is about 4%.

He also revealed that China Eastern Airlines (0670) has also invested, and he believes that after the launch of the vaccine, increased passenger demand will help improve business.

As for AIA, it is waiting for mainland tourists to come back to Hong Kong. The arrival of mainland tourists in Hong Kong will benefit companies such as Chow Tai Fook (1929) in the luxury goods industry.

When referring to casino gambling stocks, he pointed out that when the vaccine is launched in the future, tourists will be more confident in going to casinos. He also said that GEG (0027) is the first choice, and SJM (0880) should be considered if you want to pay attention to laggard stocks.

However, Guo Sir reminded investors that they should not have a speculative mentality when investing in old economic stocks. They should adopt a mid-line investment strategy and invest in phases.

Zhang Zhiwei pointed out that the Changshi led by Li Zeju can be paid attention to.

(Profile picture)

Zhang Zhiwei: The investment portfolio needs to be balanced

Zhang Zhiwei, co-director of Xincheng Securities, believes that more balances should be made in the asset portfolio, rather than a substantial reduction in new economic stocks.

He suggested that investors can invest three points of one capital in the asset portfolio in the stock index exchange traded funds (ETF), such as China Heng Seng Technology ETF (3088).

In addition, 3 cents of 1 funds will be invested in Link, China Life and Changshi, and the remaining 3 cents of 1 funds will be held in cash temporarily. Only when the US stock market crashes, can it be taken into Sunny and Bank of China (3988), etc. Chinese banking stocks.

New crown pneumonia investment and wealth management HSBC AIA Tencent Alibaba Meituan Dianping China Life Galaxy Entertainment

Source: hk1

All news articles on 2020-11-10

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