According to relevant research data, the market size of virtual reality industry in China is10.54 billion yuan in 20 15, and it is expected to reach 5.66 billion yuan in 20 16, and the market size is expected to exceed 55 billion yuan in 2020.
For example, in the primary market, Orpheus Animation announced in February 18 that in the form of capital increase and share expansion, Round A led the investment in virtual reality game developer Time Machine Virtual Reality Company (TVR), and Jingwei Venture Capital followed up. The specific financing amount was not disclosed. After the transaction is completed, Orpheus Animation will become a member of TVR's board of directors, and the two sides will cooperate in VR content production and VR industry platform.
However, in the secondary market, after a short-term continuous rise, some investors are worried about being quilted after buying, and the top is quite cold; It can be said that what investors are most concerned about at present is not the future performance prospects of virtual reality, but the continuity of short-term trends of individual stocks.
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Can virtual reality continue to flourish in the future? Is it a position or a lightening position at present? In this regard, some institutional sources pointed out that although virtual reality themes have been repeatedly hyped, such as mobile games, movies and charging piles, even if there are short-term adjustments, there are still opportunities in the market outlook. Jiang Jinfeng, an analyst at Essence Securities, said that as the next generation computing platform, virtual reality will continue to advance, and 20 16 will become the first year of development. Therefore, as the theme of the New Year, the popularity will continue.
From a simple quantitative point of view, the best way to avoid buying virtual reality concept stocks in the short term is to examine the degree to which the main funds favor them.
Therefore, we use the data of Eastern Fortune Choice to select the stocks with the main capital net inflow exceeding 50 million in five transactions this Friday. The results show that there are 16 eligible stocks. It is worth noting that except for Crystal Optoelectronics and Dahua, the net inflow days of other stocks are all greater than or equal to 3 days, and the net inflow days of 10 stocks are 4 days.
The performance of these stocks is also in line with the favor of the main funds. Statistics show that the average increase of these 16 stocks is as high as 22.05%, which is close to twice the average increase of the stocks in this sector.
Judging from the short-term net inflow and net inflow days of main funds, the top three companies, Ai Shide, Daheng Technology and Lida Optoelectronics, had net inflows of 240 million, 265.438+0.7 billion and 654.38+0.53 billion respectively, and their net inflow days also reached 4 days. The number of days of Lianchuang Optoelectronics and Lingnan Garden, which ranked fifth and sixth, also reached four days, and they also received net inflows of1.200 million and1.300 million respectively.
During the period, these stocks also performed quite well. Daheng Technology's cumulative increase in five days was as high as 46.43%. Ai Shide and Lida Optoelectronics both exceeded 28%; Lingnan gardens exceed 23%; Lianchuang Optoelectronics accumulated more than 17%.
It is worth noting that the concept speculation in the A-share market is usually dominated by hot money, which has nothing to do with large funds that tend to invest in value, such as funds, not to mention the funds of national teams such as securities companies. However, observing the above-mentioned 16 stocks, we can find that there are as many as 9 stocks with heavy fund positions, securities holdings or both, which has exceeded half of the country. We don't know whether it is the fund or the national team now, but at least it represents rational big funds to be optimistic about the value of virtual reality stocks, and at least some of them are optimistic.
Of course, the increase in the past does not represent the future. In the worst case, if the market reverses again next week; Then in the future, these stocks may become an opportunity to bargain-hunting.