Technology Jun 24, 2021 08:10 AM (GMT+8) · EqualOcean
Tianfeng Securities said that according to the history, the high prosperity of the industry stock price deviation, whether the future can repair, the key lies in whether the high prosperity of these industries can continue. The strength of the restoration lies in the extent of the improvement of the economy. Among them, semiconductor industry and military industry have improved the most. Therefore, we are optimistic about semiconductor, military electronics and raw materials to achieve excess returns in the second half of the year, and pay attention to the valuation repair of chemical fibers, animal vaccines, panels and modules, photovoltaic and financial it.