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18:30

Is spin-off listing becoming less popular? Four A-share companies terminated their spin-off plans in one night.

Four companies, including Zhejiang Jingsheng Mechanical & Electrical and Baoshan Iron & Steel, terminated the listing of their spun-off subsidiaries tonight. The reasons for termination include market environment, self-development, and capital market operation planning. The performance of the subsidiaries planned for spin-off and listing in the past three years has been mixed.

cls.cnJun 14 22:03

Selling 13.4 million vehicles! China's auto brands surpassed the United States in global sales for the first time last year. BYD's three models are popular globally.

Jato Dynamics, an institution analyzing auto data, stated in their latest report that Chinese auto brands sold more than American auto brands for the first time last year. Tesla's Model Y, under the Tesla brand, became the best-selling model for the whole year, and this is also the first time a pure electric vehicle took the top spot on the global best-selling car list. At the same time, three models under the BYD Company Limited also made it to the top 25 of the global best-selling car list.

cls.cnJun 14 18:32

Northbound funds report large buy orders: China Yangtze Power suffered a net sell-out of 1.72 billion yuan.

On June 14th, the northbound funds net sold 4.735 billion yuan for the whole day, marking the fourth consecutive day of net selling.

Golden10 DataJun 14 17:56

Has a new pig cycle come?

The pig cycle has entered a new stage, with new characteristics in supply and demand relations and industry structure.

Zhitong FinanceJun 14 06:35

Sunshine and cold winter weather have hit the prices of pigs and chickens, with prices hitting a two-and-a-half-year low. What happened to the promise of "walking with pigs"?

① Since April, the price of live pigs has been rising continuously, while the selling price of white feather chickens has instead hit a two-and-a-half-year low; ② Insiders and analysts in the industry believe that a resonating effect between chickens and pigs needs a certain trigger. There have been changes in the supply and demand pattern of white feather chickens, and there are still variables as to whether this pig cycle can drive the chicken cycle; ③ White feather chicken companies are fighting against the industry's winter by increasing exports, extending the industry chain and other measures.

cls.cnJun 13 15:02