biggestjackpotever| Development strategy: How crowded is the top 60 popular tracks?

Stock speculation to see Jin Kirin analyst research report, authoritative, professional, timely, comprehensive, to help you tap the potential of the theme opportunity!

Source: Societe Generale Securities

Abstract

[stock market strategy: where is the congestion of the top 60 popular tracks?BiggestjackpoteverIs it? The degree of congestion is an important index exclusively constructed by the stock market strategy team to reflect the trading sentiment of the popular track, which is composed of energy, price, capital, analyst forecast and seven indicators to quantitatively track the changes of market mood. it has a strong indicative significance for the short-term trend of stock prices.

The degree of congestion is an important index to reflect the trading sentiment of the popular track exclusively constructed by the stock market strategy team, which is composed of energy, price, capital, analyst forecast and seven indicators to quantitatively track the changes of market mood. it has a strong indicative significance for the short-term trend of stock prices.

Note: the time range is from 2024-4-26 to 2024-5-24

1. TMT

1. Optical module: the level of congestion is low.

2. Server: medium level of congestion

3. Base station: the level of congestion is medium to low.

4. Optical fiber and cable: the level of congestion is medium to high.

5. IDC: low level of congestion

6. Computer equipment: the level of congestion is medium to low.

7. Optical elements: medium level of congestion

8. RF components: the level of congestion is medium to low.

9. PCB: the level of congestion is moderately high

10. State-owned assets cloud: the level of congestion is medium to low.

11. IT service: the level of congestion is medium to low.

12. Financial IT: the level of congestion is medium to low.

13. Internet of things: the level of congestion is medium to low.

14. Semiconductor materials: medium level of congestion

15. Semiconductor equipment: medium level of congestion

16. Semiconductor closure test: the level of congestion is medium to low.

17. Semiconductor design: medium level of congestion

18. Semiconductor manufacturing: the level of congestion is medium to low

19. Semiconductor discrete devices: moderate congestion level

20. Memory: medium to low level of congestion

21. Consumer electronics: the level of congestion is on the low side

22. Smart driving: low level of congestion

23. Games: the level of congestion is medium to low.

24. Digital media: medium level of congestion

25. Operators: low level of congestion

II. Manufacturing

26. Auto parts: low level of congestion

27. Passenger cars: the level of congestion is low

28. Lithium battery: the level of congestion is medium to low.

29. Hydrogen energy: the level of congestion is medium to low.

Energy storage: medium level of congestion

31. Wind power: high level of congestion

32. Smart grid: high level of congestion

33. Photovoltaic inverter: the level of congestion is medium to high

34. Photovoltaic battery: the level of congestion is medium to high.

35. Photovoltaic modules: the level of congestion is medium to high.

36. Silicon wafers: the level of congestion is medium to high.

37. Industrial robots: the level of congestion is low

38. Shipbuilding: moderate level of congestion

39. Drones: moderate level of congestion

40. Aero-engine: the level of congestion is medium to high

III. Consumer medicine

41. White goods: the level of congestion is on the high side

42. Spirit: the level of congestion is higher.

43. Textile and clothing: the level of congestion is on the high side

44. Hotel catering: the level of congestion is on the low side

45. Tourism and scenic spots: medium level of congestion

46. Air transport: high level of congestion

47. Pig industry: high level of overcrowding

48. Traditional Chinese medicine: the level of congestion is moderate

49. Innovative drugs: the level of congestion is on the low side

50. Medical services: the level of congestion is medium to low.

IV. Financial real estate

51. Real estate: high level of congestion

52. Banks: high level of congestion

53. Insurance: a high level of congestion

54. Securities: medium level of congestion

V. cycle

55. Coal: low level of congestion

56. Petroleum and petrochemical: the level of congestion is medium to low.

57. Iron and steel: the level of congestion is medium to low.

58. Thermal power: the level of congestion is on the high side

59. Industrial metals: medium level of congestion

60. Chemical raw materials: the level of congestion is medium to high.

Risk hint

(1) only public data collation, without involving investment suggestions and research viewpoints; (2) the risk of failure of historical experience and indicators; (3) the risk of errors between the calculated results and the actual results due to incomplete data.