medallionmegaways| Liu Chenming: The traditional style research system needs to be broken and reshaped to jointly explore new logic of market transactions

thematicmedallionmegaways: 2024 Fund High-Quality Development Conference: Hundreds of big names gathered to discuss new investment opportunities

On May 18, the Sina Finance 2024 Fund High-Quality Development Conference grandly kicked off! Regulators, top-class economists, more than 20 public fund leaders, nearly 100 fund managers, and nearly 30 popular financial and financial celebrities gathered in Pengcheng to talk about the development of the fund industry and new opportunities for fund investment!

The theme of this fund's high-quality development conference is "Helping new quality productivity to work together for high-quality development." Under the guidance of the "Nine New Countries", the capital market has become the key to corporate financing and promoting economic transformation.medallionmegawaysNew productivity is the core driving force for high-quality, efficient, fair, sustainable and safe economic development. At this event, Dou Yuming, Wang Fan, Qi Bin, Wang Yiping and other asset management industry leaders; Liu Yuhui and other top economists; Guo Lei, Liu Chenming and other seller research leaders; Liang Xing, Wang Qunhang, Li Wenliang and other investment research celebrities came to the site, and hundreds of important guests gathered to witness the industry honors, discuss future investment trends, and ponder how to help new quality productivity!

Liu Chenming, chief strategic analyst of Guangfa Securities, attended the meeting and delivered a speech. Liu Chenming said that the market investment style has changed in the past two years. The investment models discussed and popular in A-shares in the past have undergone several rounds of changes, and the ROE trend judgment logic has changed.

For traditional industries, if we only seek profit elasticity and marginal changes on the demand side, it will become more difficult. Therefore, we need to look for the center of ROE and the process of stable valuation. The core is the process from marginal changes in transactions to the process of recognizing intrinsic value.

On the other hand, we can look for boom growth assets, referred to here as theme investments. For example, industrial opportunities such as AI, humanoid robots, and the Internet represented by TMT. At this time, these industries are still advancing. There are still many trading opportunities in the TMT sector around molecular expectations. We suggest that you not buy at the high point of TMT transactions.

Tags:

Prev: tigeranddragoncrouchingtigerhiddendragon| How long is the antifreeze replacement cycle for Mercedes-Benz GLK 260?
Next: grantrak10| The skyrocketing exceeded 36%! The strongest track in the A-share market of the year was born, and these two stocks doubled directly!