Changsheng Fund Zhu Lu: 5G leads the technology bull market

Changsheng Fund Zhu Lu: 5G leads the technology bull market
For stocks, please read Jin Qilin analyst research report, authoritative, professional, timely, and comprehensive, to help you tap potential potential opportunities!  Recently, Zhu Lv, the leader of TMT of Changsheng Fund, answered online on 5G investment possibility analysis and prospects, and said that it is currently ushering in the beginning of a world-class 5G technology wave. Compared to the scale of 4G, 5G + AI cycleThe cycle is extended and involves a wide range of industries.In particular, chronic has broken through the 5G core technology, leading the world in leading technologies and patents. The Chinese bull market of science and technology is coming towards us, optimistic about the general direction of 5G-led industrial upgrading.  It is understood that Zhu Lu has 9 years of experience in the securities industry, has long-term in-depth research in various directions of the TMT industry, is good at finding relative certainty in probability, and participates in and manages products such as Changsheng Electronic Information Theme and Changsheng Innovation Pioneer.”, Right-hand investment.”Galaxy Securities data statistics show that as of February 12, Changsheng Electronic Information Theme has returned 21 this year.50%, ranking similar 14/491, the return in the past year reached 52.33%; Changsheng Innovation Pioneer has returned 14 this year.14%, ranking similar 11/63; 45 in the past year.57%, even more than 270% return since its establishment.  Speaking of how to grasp the possibility of 5G investment, Zhu Lu said that first of all, it is necessary to choose the industry trend and increase the space; secondly, the domestic alternative target; finally, it is necessary to control the rhythm and law of investment.”Taking the size of base stations as an example, it is expected that the overall construction volume of previous 5G base stations will reach 6-7 million stations, which is 1 of 4G base stations.4 times; in the era of highly precise division of labor in the electronics manufacturing industry, the integration of U.S. companies in the upstream sector, especially in the semiconductor field, and the main fields of Asia-Pacific suppliers and mobile phone modules maintain interchangeable competitive advantages. It also means that there is room to replace domestic alternatives.It is expected to become a domestically controlled and independent starting point; in terms of investment laws, the investment main line will be encrypted and researched and tracked according to its own laws. It is planned to gradually develop the path of manufacturing equipment manufacturers, mobile phone terminals, telecommunications operators, mobile Internet applications and other paths.Regarding the specific development stages of the 5G industry, Zhu Lu believes that the first stage (after 2019) is the 5G construction stage, the communication industry enters the boom cycle, and the added value of equipment increases, driving the development of upstream industries;In the 5G application stage, the 5G mobile phone industry chain develops rapidly, mobile Internet applications are upgraded, and operators enter the performance exchange period; the third stage (after 2024) is the 5G enablement stage, which enables autonomous driving, smart life, and the industrial Internet.  ”Three thousand in weak water, just take a spoonful of drink.” Regarding the investment philosophy and the operating ideas of Changsheng Electronic Information, Zhu Lu replied: “Cause continuous tracking of fundamentals, focusing on stable and high growth and continuous improvement of performance.Stocks, especially the stocks that have continued to improve their earnings in the latest 苏州夜网论坛 quarter, are allocated in a centralized manner and are not restricted to linear thinking.Looking ahead, Zhu Lu said that the decline in the first trading day after the Spring Festival happened to be a pause in the megatrend and also a verification of the good market.From the perspective of stock expectations, the constant 5G has developed to the “combination of construction + application” stage. In the future, key investments will be placed in the general direction of China’s industrial upgrading guided by 5G, in line with the global wave of technology.  (CIS)