Current location - Trademark Inquiry Complete Network - Tian Tian Fund - New energy, military industry, medical care, liquor, Internet, etc. PE and opportunity analysis (0 1)2022
New energy, military industry, medical care, liquor, Internet, etc. PE and opportunity analysis (0 1)2022
1, the new energy sector finally began to pick up after about 2 months of sideways and a week of retracement. The news of Tesla's two-week price increase has given this sector great confidence, and carbon neutrality is a long-term policy. Government subsidies are getting less and less, which also shows that this industry is gradually maturing. If you don't have enough confidence in new energy, you can imagine whether electric cars running all over the street have replaced bicycles. With the passage of time, it is a matter of time before new energy vehicles replace fuel vehicles.

The increase of more than 4% in the military sector on Thursday is enough to prove that we need to change our thinking about this sector. Gradually, under the situation that value stocks are close together, the epidemic situation and economic development are blocked, international disputes are also intensifying.

3. The fatal blow of the medical sector to centralized procurement is not a small reason for the depression of this sector. After more than two years of rising, withdrawal is inevitable, and this year's market may continue next year.

The value investment concept of liquor is not good at all this year. Instead, it will make a small profit on the band and short-term. Obviously, this plate needs a long time to cool down. I wonder if you can wait now. The last few days are obviously not suitable. We can wait until 2008 when the recession is big.

5. The general trend of the Internet is mainly due to the fact that after the Internet dividend era passed, some interconnected enterprises played with capital and online loans, and even vegetable vendors had to grab their jobs. It's weird not to clean up. In 2022, they will continue to be bearish on the Internet.