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投资要点:1、战略品种市场大、产业远景好。2、机会品种行业景气度高、业绩增速快、股价表现抢眼。计算机类存在投资机会的个股可划分为两大类:即战略品种&机会品种。战略品种需具备产业市场蛋糕足够大、产业能看远,公司竞争力强、发展战略十分清晰等特点。而机会品种则主要表现为:未来几年行业景气度高、市场较为分散。但公司长远增长逻辑并不明朗,虽然这类公投资要点:1、战略品种市场大、产业远景好。
Investment points: 1, strategic varieties market, good industry prospects. 2, opportunities for species industry boom, fast performance growth, the stock price performance eye-catching. Computers There are two types of stocks with investment opportunities: strategic and opportunistic. Strategic varieties need to have the industrial market cake large enough, the industry can look far, the company competitive, the development strategy is very clear and so on. The opportunity varieties are mainly as follows: the next few years the industry boom, the market is more dispersed. However, the logic of the company’s long-term growth is unclear. Although the main points of this type of public investment are: 1. The market for strategic breeds is large with a good industry prospect.