Technology, Healthcare Jan 10, 2022 08:19 AM (GMT+8) · EqualOcean
Tianfeng Securities pointed out that looking forward to 2022, we should focus on the high boom track and the low / undervalued value + reversal logic target. Key focus: applications in subdivided fields such as communication + energy storage / new energy, Internet of things / Internet of vehicles, cloud computing and industrial Internet have entered the stage of accelerated development, and the growth logic is clear. In the medium and long term, we will continue to pay attention to high boom segments with strong performance certainty. It is recommended to pay attention to: Internet of things / smart car, optical fiber cable / submarine cable, military communication, main equipment, video conference, IDC, operators, etc.

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