Opinion | How to estimate "tech valuation"? Which technology sectors are expected to increase in value?

Currently, the consumer electronics and semiconductor sectors are growing, and their corresponding valuations are expected to rise. In the field of technology stocks, AI and humanoid robots are highly anticipated. They are patiently waiting for technological progress and breakthroughs. Of course, if we refer to the market cap of global representative companies that develop AI faster, once domestic technology breaks through, there will be greater room for growth in the core symbol's valuation in the AI-related field.

招商策略研究Jun 16 18:30

Shenzhen encourages the opening of V2G at the vehicle end for new energy autos, and charging pile operators are expected to usher in new opportunities.

On the 13th, the Shenzhen Development and Reform Commission released "Several Measures to Support the Acceleration of Development of Virtual Power Plants in Shenzhen", proposing to encourage new energy auto manufacturers to carry out technological innovation and open V2G function on the vehicle side. Charging pile operators can serve as a natural load aggregator by integrating charging users, participating in various forms of electricity market such as demand response and V2G peak-valley arbitrage, and obtaining compensation for economic improvement.

cls.cnJun 14 08:24

The first domestic photonics chip trial production line will be debugged at the end of the month, continuously accelerating the localization process of the industrial chain.

According to media reports, at the end of this month, the first domestic photon chip trial line will enter the equipment debugging sprint stage. Open source securities pointed out that as the silicon photonics industry chain gradually improves, silicon photonics technology is widely used in multiple fields such as optical communication, optical sensing, and optical computing. Silicon photonics technology is gradually ushering in a historical period of opportunity.

cls.cnJun 14 08:24

AI demand drives the overlapping of insufficient capital expenditures. The storage industry chain is expected to usher in a "super cycle".

Morgan Stanley points out that due to limited new DRAM capacity in recent years and a large amount of capacity consumption by HBM, DRAM is experiencing an unprecedented supply-demand imbalance "super cycle". Galaxy Securities research reports point out that under the background of AI, domestication, demand recovery, and the continuous rise of digital economy's demand for storage, there is a bullish investment opportunity in the storage industry chain.

cls.cnJun 13 07:43

Data Analysis: Northbound funds have increased their holdings of Naura Technology Group and coal ETFs for 5 consecutive days, with a significant increase in turnover compared to the previous period.

Naura Technology Group, a chip equipment stock, has received net buy orders from Northward funds for the past five trading days, with single-day buy orders exceeding one billion yuan. Among the top ten ETFs with the highest increase in trading volume compared to yesterday, Coal ETF (515220) ranked first with a 114% increase in trading volume.

cls.cnJun 12 18:00

Omdia: In the first half of the year, OLED smart watch shipments manufactured in China accounted for over 60%.

In the first half of 2024, LG Display, EDO and Tianma are expected to account for 53% of the shipment volume, with Chinese oled manufacturers expected to account for 64%.

Zhitong FinanceJun 12 13:38