Zhou Weiwen, Guo Fu Tianhe Steady Optimal Stock Fund Manager, was born in 1973, with a master's degree in management and 8 years' experience in securities industry. He is currently the investment director and head of the strategy group of China Europe Fund. He has worked in Everbright Securities and Guo Fu Fund Management Co., Ltd., and has been a researcher in Everbright Securities Research Institute, an industry researcher and a senior researcher in the research department of Wells Fargo Fund, and a manager of Wells Fargo Trina's stable preferred stock fund.
Zhou Weiwen believes that investment opportunities are divided into three categories. First, the prosperity of emerging industries will continue to improve in the future, such as autonomous driving, Internet of Things, AI, cloud computing, innovative drugs, innovative medical devices, medical services and education. Most of these industries are overvalued, and they may do a good job in the future and increase their holdings in a more suitable position.
The second category is industries with good current trends, such as consumption, new energy, nonferrous metals and chemical industry. And these industries will continue to hold shares to be increased; The third category is industries with low market value and low prosperity, such as catering, hotels, tourism, aviation, gambling, banking and real estate. These industries are greatly affected by the epidemic, and their valuations are still at a low level, so the cost performance of investment is high in a certain period of time.