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Do you think Hong Kong-based and China-based Internet can still be held?
I don't think the Chinese and foreign Internet in Hong Kong can be held. At present, the Internet as a whole has been hit hard. Many large Internet companies, such as Meituan Tencent, have all dropped a lot, and the proportion has even reached 30%~40%. This kind of retreat is rare. From this point of view, the layout of these port bases is almost interconnected, and its cost performance will not be particularly high. In the past two years, the overall growth of the Hong Kong airport has been very good. Especially for some large Internet companies, the overall share price even reached a record high. Only in this year, due to some policies, these China-China Interconnects were frustrated as a whole, their share prices fell all the way, and their market value evaporated a lot. Even if there is a good rebound in the short term, the investment value of China Unicom is not as high as before. At present, the scale of the internet is gradually reaching the top, which means that there is no longer a user growth dividend. At this time, for China Unicom, their development speed will also change, and it will not soar as before.

Judging from the changes in the current market situation, the overall increase of high-end manufacturing industry will be better. It is better to pay attention to sectors such as new energy and photovoltaics, and the increase can be higher. The plates that used to be very popular are not very good this year, so don't lay out these plates at this time. Investment should follow the principle of maximizing benefits, rather than seeing which sector is good, and it needs to be judged according to the sustainability of market conditions. Which sector has better growth attributes in the future? If you invest in this way, you can also get the best profit effect.

So I don't think the current China-EU interconnection has investment value. The development trend of Hong Kong-funded enterprises in recent months is very poor. If they reinvest at this time, there is a high probability that they will become the takeover man. It is better to focus on some high-end manufacturing sectors, and the income you can get will be more stable, instead of waiting for the Hong Kong base to have better development space. It will take a long time. In this gap, we should invest in other fields.