“Will Maotai’s stock price break through?”

“How long can Shunfeng and Yonghui’s counter-trend growth last?”

“Geely, Great Wall, BYD, whose stock is this pick?”

“How to adjust positions after the technology stocks pull back”?

When U.S. stocks have melted into the norm and most of the European stock indexes have hit 60% off, A shares have become the focus of investors’ attention. Finding the answer to the above question, investors will have a chance to reap great investment returns, which is derived from the dividends brought by the recovery .

In fact, as early as February, some people have begun to discuss what investment opportunities the recovery will bring, and now it is gradually emerging. For example, 23 departments including the National Development and Reform Commission have combined the following to encourage automobile consumption, cultural tourism consumption, and smart + consumption; the government has clearly increased support for “Internet +” and platform economy; “new infrastructure” is also expected to bring new investment opportunities. With the improvement of the domestic epidemic situation, the resumption of work and production rates has accelerated, and repair opportunities have also ushered in the consumer and other fields.

The recovery will definitely happen, but it may not be possible to grasp investment opportunities based on assumptions, and it may even fall into a misunderstanding. The production of highly anticipated masks may not continue to be hot after the epidemic. We must know that the impact of the epidemic is only a necessary condition for recovery, but it is not a sufficient condition. The dying industries in the epidemic may not recover the fastest. It’s better to blindly follow the trend and move.

This column points directly to the industries most affected, including catering and local life, large consumption, automobile manufacturing, 3C and other 9 major sectors. First, explore the possibility of recovery, and then analyze the recovery of the recovery based on the fundamentals of leading stocks. Strength. The purpose is to capture the recovery visible to the naked eye , without having to wait for the fall after the fall ().

In response to the questions mentioned at the beginning, Li Tong, the director of Tiger Sniff Research, Fang Yu, the lead researcher, and the investment team of Tiger Sniff, based on years of industry experience and analysis of primary data, made wonderful answers. For example, “BYD’s supply chain is less affected by the epidemic; the three businesses of mobile phones, automobiles and power batteries alone are worth 55.5 billion US dollars, but BYD’s market value is only 25 billion US dollars. The 2020 epidemic may become an opportunity to correct its market value. “

The column will also conduct in-depth analysis of the following leading stocks: