Layout Of Online Economic Rising Institutions Through Epidemic Situation

Editor's note

With the decline in the number of new confirmed cases, the battle for epidemic prevention and control has seen the dawn of victory. In this outbreak, the economy affected by shocks also showed the resilience of "crossing the epidemic". For example, under the power of the Internet, many industries are looking for opportunities in danger. The epidemic will go on and life will continue. These innovative modes of "crossing the epidemic" will bring us new hope.

New crown pneumonia continues to affect the A share market.

Although most agencies have pointed out that they are optimistic about the long-term opportunities of the A share market, the short-term impact of the epidemic is still unavoidable.

Liu Shangxi, President of the Chinese Academy of fiscal Sciences, held a meeting on the Internet video conference held recently by China's wealth management 50 Forum (CWM50). From the current situation, there is a big difference between the new crown epidemic and SARS, and there may be a long-term coexistence with the epidemic.

Against this background, the layout of a "crossing epidemic" is thus drawn up. This, especially the development of online economy, is providing new opportunities for the market.

"Some industries are likely to usher in new investment opportunities in the course of the development of the epidemic, such as video, online games and hand travel. The number of online and single day running during the Spring Festival has reached a record high. Therefore, under the influence of the new pneumonia epidemic, many related industries and companies such as online media, online games, online interaction and other related industries will have better opportunities for development. At the same time, the technological support behind these On-Line Company, such as high technology and 5G, will also benefit from the epidemic. In February 11th, Chen Ao, chief market strategist of the time fund, told the business reporter in twenty-first Century.

Spring of online economy

Under the influence of the epidemic, the annual Spring Festival holiday in rats has been extended, and the time for resuming work has also been delayed. At the same time, due to the influence of epidemic prevention, more conditional enterprises choose to telecommuting office after resuming work.

For example, on the first day of the start of some industries in February 3rd, the nail data of Ali's online office platform showed that tens of millions of enterprises and nearly 200 million people started home office mode in China, and the function of nail video conferencing also ushered in the peak traffic peak on the day.

Besides online office, more than 220 educational bureaus in more than 20 provinces of Guangdong, Henan, Shanxi, Shandong, Hubei and other provinces joined the nailed nail "home schooling" plan, covering more than 20 thousand primary and secondary schools and 12 million students.

In the view of China Merchants Fund, all crises will spawn new industries. After the outbreak of the outbreak, the demand for telecommuting has increased dramatically. HUAWEI WeLink, Ali nail, Tencent conference, byte fly and fly book have launched a long time free action to speed up the habit of users. From the investment point of view, the popularity of telecommuting will bring cloud and video software and hardware, remote office software and other needs, and can focus on related investment opportunities.

For online entertainment, the epidemic also has a stimulating effect. A person told the twenty-first Century economic report, "the national craze for online chess tournaments in the world cyber games series during the Spring Festival brought a huge number of new users to the relevant chess and card products, such as the main products of the main products, and the average number of new players added during the Spring Festival competition was 6 times that of normal times," a person told the twenty-first Century economic report.

"The outbreak of the new coronavirus pneumonia has had a tremendous impact on consumers' habits. Not only has the nation acquired an education opportunity for infectious diseases related knowledge, it will impact more or less on the next line of consumption, which will accelerate the development of cloud business in all walks of life, especially for the to B Industry Internet, such as telecommuting. Founder Founder Fu Fang Fund Research Director Fu Jian said.

However, despite the rapid development of the domestic online economy in a short period of time, the investment opportunities sustained by this market still need to be concerned.

"In the short term, the epidemic has stimulated online economy, such as online medical care, online education, telecommuting and so on. Taking video conferencing system as an example, the current two traditional hardware and emerging cloud solutions include not only remote office, but also long-distance education, telemedicine and other scenarios. The scale of recent use has been iterated to industrial needs and product updates. This is a great impetus. " Beijing, a large public fund investment director said.

But he also pointed out that, in the long run, it will cultivate users' habits and retain some users, but at present, it is only an emergency demand, and the epidemic will return to normal in the past.

"Online education is an important theme of the bull market in 2015, but this is probably not as good as last time. Telecommuting and online medical care are not the hot spots of the last bull market. This is more capital speculation, and it is more difficult to achieve sustained growth in performance." Kang Shui Yue, chief investment officer of Danyang investment, told the economic news reporters twenty-first Century.

At the end of the epidemic, when the office workers return to work in the company's office, the frequency of these online tools will naturally drop. At the same time, the majority of online tool giants are not listed on A shares, so it is hard to say how deep these short-term hype can be. Kang Shui Yue expresses.

Tap more opportunities

From the performance of Listed Companies in the online economy, recently, many funds such as institutions and hot money have been actively buying.

For example, 688158.SH, a third party cloud computing provider, provides Gong Youyun, private cloud and hybrid cloud three modes of services, including interactive entertainment, mobile Internet, enterprise services and many other areas.

From February 6th to February 10th, there was a situation where institutional seats were bought together in the list of excellent billboards. In February 10th, the top five of the sales department had 3 institutional seats, and 2 of the former five sales offices in February 7th, and five of those bought in February 6th were institutional seats.

"From mid February, A shares will show a typical structured investment opportunity." Fu Jian thinks. In addition to the investment opportunities brought by online economic development, investment institutions are seeking more mainstays in the preparation and response to coexistence with the epidemic.

In the case of Kang Shui Yue, "during the epidemic period, the catering industry, liquor, condiment and local life services were affected by different degrees, but these impacts will gradually be resolved with the number of new confirmed cases entering the downlink cycle, and the losses suffered during this period are expected to be compensated for in the future. A lot of high-quality leading stocks have been wrongly killed this time, and these decreases can also be recovered. This is an investment opportunity that can cross the epidemic situation.

In addition, there are currently highly differentiated biopharmaceutical shares and semiconductors. The market share of biopharmaceutical shares in innovative medicine and biological medicine has been increasing at a considerable rate in the long term. Therefore, it can be considered as an important branch of this sector and can even become one of the main lines of this year. The mid term of the semiconductor plate has increased greatly, and now it is on the eve of adjustment. In the short term, there is a higher demand for technical repair, but in the long run, semiconductor is still an increase in performance. Long and highly deterministic capital holding block.

"To control the development of the epidemic, there will be higher demand for innovation in medicine and new drugs. From the perspective of segmentation, especially in the front-line, companies and industries related to the development of vaccines and related drugs will receive short-term market support." Chen Ao said.

?