We tracked the power industry before, and the subsequent trend of power confirms that our logical judgment on the industry is correct.
The recent overall market volatility has been relatively large. From this perspective, we have looked for a defensive but also malleable industry—cultural media. Let’s take a look at the logic of this industry:
1. The decline has been fully adjusted-the overall downward trend has been in June 2015, and it has fallen from the high of 25000 73.5% _p5
2. The epidemic has limited the scope of activities, but not the scope of thinking. Since the epidemic, the aviation tourism industry has dropped to a freezing point, so it needs more visual and ideological enrichment than ever
3 Product output is very important, but cultural output is more important-now the world is Made in China, but many countries still have prejudices against China, so it is particularly important for the world to understand China's current situation, Chinese culture, and Chinese spirit. The United States has Disney (market value of 315.5 billion USD) , Marvel (Disney's) is also needed in ChinaThis also shows that there is enough room for imagination in the future of cultural media!
4. Steady growth in industry performance-leading media 1_strong span_strong1 span_strong1 span_strong1 span_strong1 span_strong1 Continued growth; and movie theaters that were severely affected by the epidemic began to recover gradually, such as Wanda Movies , Guangray Media 1 span1 strong.
Based on this, we can track the industry and see how the market looks like!
Disclaimer: All opinions on this account are only for review, and are for exchange and sharing only.Does not constitute any investment basis, and will not be responsible for any losses caused thereby. If you think this number is not bad, please click "follow" or "look at" in the lower right corner, thank you.
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