China has entered the late stage of industrialization, my country’s economic development has entered a new pattern, and the transformation of old and new kinetic energy is at the right time. New economic industries are on the rise in an all-round way. my country has been cultivating and developing emerging industries. Representative industries include advanced manufacturing, new energy (vehicles), biomedicine, technology networks, etc. new engine. After the adjustment of the Hong Kong stock market in the past two years, the valuation of related leading companies has reached a historical low.
The Hang Seng Hong Kong Stock Connect New Economy Index focuses on high-quality leading companies listed on the Hong Kong stock market that are leading in the fields of Internet services and technological innovation, including Internet technology giants, biomedical stars, representatives of advanced manufacturing industries, and new energy (vehicle) leaders. Each constituent stock can be described as equal in value and growth.
This special issue of Snowball selects 9 good articles to analyze the development prospects of the new economy industry in Hong Kong stocks and the investment value of the Hang Seng Stock Connect Hong Kong New Economy Index. @Harvest Hong Kong Stock New Economy
Snowball Special Issue 302 – New Economy Hong Kong Stock Investment Strategy
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content:
1. SWOT analysis of the new economy of Hong Kong stocks @holding the base
Introduction: The current investment value of Hong Kong stocks in the new economy is analyzed through SWOT analysis, but it is still unclear whether Hong Kong stocks have bottomed out, and there is still the possibility of inertial decline. Therefore, we must stick to value investing and buy low-valued companies to hold for a long time.
2. The logic of being bullish on the new consumption of Hong Kong stocks at the moment @Watcher’s Strategy World
Introduction: Investment should be judged on the basis of fundamentals. At present, the new consumption of Hong Kong stocks has experienced the baptism of the bear market, and there is an imagination that the valuation will return and growth expectations are visible. However, the current stock price drop caused by the market mistake has caused the golden pit time for buying. So the rewards for buying now and holding on to new consumption for the long-term are good.
3. Has the pharmaceutical industry of Hong Kong stocks really come to an end? @Biostar Sea
Introduction: From 2021 to the present, both A-shares and Hong Kong stocks, pharmaceutical stocks have undergone significant adjustments. Some think that the logic of medicine has collapsed, some think that the original bubble is too big, and some think that it is the rotation of the sector. There are various reasons for this. Often the market is fearful and I am greedy, and the market is greedy and I am cautious, and big opportunities are often born after a big drop. It is no wonder that many sellers are strongly recommending Hong Kong stocks recently. I will also share my shallow views on the situation of Hong Kong stocks in pharmaceuticals.
4. I believe: the next Internet is still the Internet @Internet Phantom Thieves
Introduction: The Internet is an epoch-making development that can be compared with the great geographical discovery and the industrial revolution. The most promising one in the next ten years will be the consumer Internet (To C). At present, China is the place with the largest Internet scale. Down, there are widespread bearish remarks on social platforms, and the future will still be the era of the Internet.
5. The future has come—in 2021, self-owned brand new energy vehicles will usher in strong growth @ happy and comfortable
Introduction: In the overall passenger vehicle market in 2021, the market share of self-owned brands will reach 44%, and great breakthroughs have been made in both traditional fuel vehicles and new energy vehicles.
6. Is the A value of the Harvest Stock Connect New Economy Index worth buying? @zhihuzi does not speak
Introduction: The Hong Kong Stock Connect New Economy Index covers three important sectors of the new economy, including biomedicine, the Internet, and new energy, and the industries involved are more dispersed, relatively more stable, and more suitable for ordinary investors to hold. However, at present, a fixed investment method can be adopted and wait for the arrival of the smile curve.
7. Liu Jiayin from Harvest Fund: Time is the biggest factor contributing to income @financial news
Introduction: China’s new economy was proposed in 2016 and pointed out the direction of China’s economic development in the future. We chose the new economy of Hong Kong Stock Connect because some leading companies in line with the new economy chose to list on Hong Kong stocks. In the future, due to changes in rules and other regulations, more leading companies in the new economy will go to the Hong Kong market for listing, which is why we set up a new economic index.
8. Li Dazhen of Minsheng Bank: Short-term adjustment is just a good opportunity to invest in overseas markets @ Financial Insights
Introduction: Bank wealth management is affected by the new regulations on asset management and needs to change its past business strategies. In order to better meet the needs of customers, asset management needs to allocate assets with low correlation. There are differences between Hong Kong stocks and A shares, so they have allocation value. The current decline in Hong Kong stock prices has brought valuations back to an attractive state, which is now very suitable for long-term allocation.
9. What is the difference between the Hang Seng Hong Kong Stock Connect New Economy Index, Hang Seng Technology Index and China Internet 50 Index? @Harvest Hong Kong Stock New Economy
Introduction: The three indexes are generally considered to be high prosperity, high elasticity, and high growth indexes. This article compares the stock selection range, industry allocation, and historical performance, and comprehensively evaluates the similarities and differences of the three indexes.
Risk warning: The stocks mentioned in the above article are for reference only and do not constitute investment advice. Buying accordingly is at your own risk.
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