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一周精选 | 美港股下半年买啥?重拾新经济,紧扣「消费+创新」投资主线

Weekly Picks | What to buy in the US and Hong Kong stocks in the second half of the year? Regaining the new economy and keeping close to the “consumption+innovation” investment line

富途資訊 ·  Jul 2, 2021 22:26

From a large number of information articles, we choose the best from the best, identify some of the most popular and popular articles, and present you with this week's hot topics and fine analysis.

The prediction of the article may not be accurate, and the views of the article may not be shared by everyone, but its wonderful thinking collision and unique logical layout may be worth stopping for. Rich way selection of the week, every Friday night with you!

-Review selected articles from June 28 to July 2

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1、Investment strategy for Hong Kong stocks in the second half of the year: it has been gaining momentum for a long time, and the Hang Seng Index is expected to challenge this new high.Overseas observation of by Xueheng

The better half-yearly report or other fundamentals-driven sectors are mainly textile and clothing, medicine, metals, and energy. Secondly, Hang Seng Technology and Big Finance are expected to meet expectations and share prices are overfalling, there will also be obvious valuation repair.

2、Hit the Federal Reserve in the face! Bank of America: hyperinflation is not far away, the bull market in US stocks is coming to an endBy Tencent US stocks

Harnett, chief investment strategist, predicted that "global central banks will begin to tighten within the next six months, and only a big crash can prevent them from doing so."

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3、Outlook for Hong Kong stocks in the second half of the year: regaining the new economy, the Hang Seng Index is expected to challenge this round of new highsBy Fu Tu Research and selection

Hang Seng Technology and Hang Seng Biotechnology are still the two major tracks that have attracted the most attention. The valuation level of large Internet companies has been significantly adjusted, waiting for the clarity of the policy environment in the second half of the year and the verification of the company's performance on the conjecture of the industry competition pattern.

4、The biggest tuyere in the next decade: top Ten Forecast of Intelligent Automobile IndustryBy Sky Wind Research

Analysts at Tianfeng Securities believe that the birth of the Internet has given birth to huge market opportunities, and smart cars are expected to take over the Internet and open a new "wealth-making channel."

5、Ten pictures of the trend of the US and Hong Kong stock market: the Hang Seng Index rose nearly 6% in half a year. AMC, Kingsley and other stocks doubled.By Futuo Information

Angelalign Technology Inc., Nuohui Health, KANZHUN LIMITED and other new stocks showed eye-catching performance on the first day; of the Hong Kong stocks with a market capitalization of more than HK $20 billion, 15 doubled, Lijin Science and Technology increased nearly nine times, and Beishui increased its stake in Biopharmaceutical Class B stocks by a large proportion.

6、Who will be pick in Beishui in the second half of the year? These stocks may be included in the Hong Kong Stock Connect.Research on CITIC of by

In the first half of 2021, the cumulative net inflow of southbound capital exceeded HK $460 billion. Citic expects that nearly 20 targets are expected to be newly included in the "Hong Kong Stock Connect" stock pool, including the highly watched Angelalign Technology Inc., Nai Xue's tea, Kuaishou Technology and so on.

7、Why are Tencent, Baillie Gifford and Ark all optimistic about the eVTOL track?By all True Interconnection

EVTOL alternative helicopter is similar to new energy vehicles instead of fuel vehicles, as well as the development of vehicles to the sky, is an inevitable trend.

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8、NIO Inc. rose sharply to recover the lost ground, and investors think it will overtake Tesla, Inc. in China.By Barron Weekly

The stock of NIO Inc., the "new power" of car building, has been very popular recently. As a hot stock on Wall Street, about 75 per cent of analysts give NIO Inc. a "buy" rating. Wall Street analysts have an average target price of about $60 a share for NIO Inc.. Judging from the recent trading situation, NIO Inc. 's strong momentum will continue.

9、What do Hong Kong stocks buy in the second half of the year! Understand the optimistic direction of domestic securities firms in one article.By Futuo Information

Unwittingly, we have finished half the journey in 2021. So where will the Hong Kong stock market go against the background of sustained global economic recovery? Which stocks are preferred by institutions? From the perspective of data, institutions are generally optimistic about companies in the Internet, property management, sporting goods, medicine, technology and other related consumer industries.

10、With the release of the IPO report card in the first half of the world, the amount of money raised has soared, and these sectors are the most popular!By Securities Company China

Throughout the global market, the total amount of capital raised and the number of listed companies increased significantly in the first half of the year. Among them, the United States, Hong Kong, China and the mainland A-share market is still in the leading position. The technology, media and communications, healthcare and life sciences and consumer goods markets are the most prominent sectors, accounting for more than 70 per cent of the total funds raised in the US, Hong Kong, China and A-share IPO markets.

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11、Too many people spend too much energy on mediocre opportunitiesBy crystal fly swatter

If you want to go beyond mediocrity, you need to devote your energy to finding and seizing great opportunities. And this is based on the premise of long-term thinking and thorough judgment system, and on the basis of extraordinary patience and extraordinary interest calculation model.

12、Investment strategy in the second half of 2021: plate Nuggets, closely follow the main line of "consumption + innovation" investmentBy Pharmaceutical Investment

The Nasdaq has reached a new high again, and as the main driver of the bull market in US stocks in the past few years, the protagonist of the new high is still inseparable from FAAMG.

13、Graham's Twelve Investment principlesBy Barron Weekly

To this day, investment theory has not jumped out of the basic framework set by Benjamin Graham, and several of his classic investment books are still a must-read for global investors. Benjamin Graham used to say that there is no way to get rich overnight, and often the easiest way is the best way. He suggested that investors should have the right attitude, trust common sense judgment, think for themselves, and so on.

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