The Hong Kong stock market$HSI(HSI)$
Cyclical stocks: Needless to say, the super cycle of a commodity is coming. Gold stocks, represented by China Gold International and Zijin Mining, took the lead in showing, and then led Lingbao Gold Gold Lingbao Gold.HK, China Hanwang, Minmetals Resources, and China Nonferrous Mines to start a lifting model; at the same time, the aluminum stock China Hongqiao was in the second stage of aluminum stocks. It has also begun to be noticed by the market, and it is doubled in one breath.
Although it is not as good as the increase of Lingbao Gold, it is better than the low valuation. Most of these will continue to perform. Consumer stocks: Some targets with growth potential, the market can give 30 times the valuation is still not enough, and the market value will continue to rise, such as Bubble Mart Bubble Mart.HK ;
Some targets whose profit margins are no longer growing but the profit margin is super high, and the market value is crippled by the market will usher in a considerable room for rebound, such as Feihe; some targets with potential sales opportunities that are seriously underestimated by the company, such as Gaoxin Retail.
Technology stocks: Some immediate profits have turned into a regular and the game business is expected to be expected, with considerable growth and sitting 1 The ultra-high sticky community platform of YiDai's active users, such as $BILIBILI-W(09626)$
some market value has been disabled, and the valuation is only 10 times or even lower or less large or small platforms, the profit margin is still super high, there is room for rebound.
In addition, the consumption sector$XIAOMI-W(01810)$
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