Yinhua Fund Li Xiaoxing: Focus on core assets, return to the balanced allocation of consumer technology

2022-05-11 0 By

Every AI news, Yinhua Xinyi Fund manager Li Xiaoxing posted that our market view for 2022 can be summed up in two sentences: “Carbon neutral, stable consumption, focus on core assets.”In terms of science and technology, new energy and semiconductor are still the main investment direction in 2022. We also recognize the investment logic of military stocks, but the premise of buying is that we can study the company clearly.If tech investment is about change, consumption provides certainty and stability.On both the top and bottom lines, consumer goods companies will return to business as usual in 2022, and there is room to switch valuations.Therefore, we are optimistic about the overall consumer goods sector in 2022.China Securities Journal daily Economic news