Today, with the adjustment of the two markets, the ultra-high voltage and smart grid sectors will rise against the trend, and will the electricity stock market continue to spread? Regarding this, Liu Wen, an investment consultant at the Shenzhen branch of Industrial Securities, believes that the PMI has been above 50 for two consecutive months, indicating signs of economic recovery. There may be a shortage of electricity this year, and there is a basic logic of a positive outlook for power stocks, which are expected to continue to rise. Li Longshuan, Chief Investment Advisor of Federal Reserve Securities, believes that the prosperity of the semiconductor industry is gradually recovering, and there is a clear expectation for the industry to improve in the future. Fangzheng Securities believes that the two main lines of ultra-high voltage construction and power equipment export are clear, and the speculation in the power sector has the potential for divergence.
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