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.
Related News
Video | Geely’s Tramway Extreme Krypton Landing on US Stocks, How Traders View Intensified Competition
Add another member to the new force sector in the US stock market for car manufacturing. On May 10th local…
Under the “dual carbon” goal, green design is given a new definition. Experts: closely integrating digitalization and greening
With the proposal of the “dual carbon” goal, green design has also been given a new definition. At the 2024…
What are the opportunities and challenges for the pharmaceutical industry in the new version of the Biosafety Act or the opening of an 8-year window? Industry trends
On May 10th local time, the US Congress released a revised version of the Biosafety Act, and the US House…