Most analysts believe that as a national strategy, the Belt and Road Initiative is the main line of long-term investment. The Belt and Road concept stock "Belt and Road" will be the main line of super investment throughout the next three to five years. Industrial Securities believes that it is not ruled out that the hype of the "Belt and Road" is like a gust of wind, but the systematic market that benefits from the "Belt and Road" will probably last for 3-5 years. The Belt and Road concept stocks and the "Belt and Road" implementation plan will be released at Boao Forum. Li Zhusong, an investment consultant of Everbright Securities, believes that this means that the relevant sectors have an upward momentum in the short term, and investors are advised to pay attention to the sectors that benefit first. Industry: Belt and Road infrastructure and other sector concept stocks will benefit. Four industries will benefit from the Belt and Road Initiative: First, infrastructure, such as buildings, high-speed rail and power equipment, will benefit; The second is the oil and gas industry chain. The oil and gas cooperation between China and Central Asia is good for oil and gas stocks; The third is port transportation; The fourth is tourism.
Belt and Road concept stocks, "Belt and Road" is a great investment strategy to embrace the new era. Enterprises with independent intellectual property rights and high technical level in industries such as nuclear power, power generation and transmission, rail transit, construction machinery, automobile manufacturing, electronic information and communication, and industries such as steel, cement and electrolytic aluminum can gain new development momentum in the "Belt and Road" strategy. Option: You can invest in the concept stocks of the Belt and Road Theme Fund. It is difficult to operate the "Belt and Road" in the way of "grasping the big and releasing the small", and short-term speculation may be difficult to achieve immediate results. Therefore, investors can also buy related theme investment funds to make a profit. It is reported that many funds have recently targeted the investment opportunities of the "Belt and Road" and started to actively deploy. For example, the recently launched Huaan Fund New Silk Road Theme Fund focuses on investing in sub-industries or enterprises related to the theme of New Silk Road. In addition, southern fund Xiaokang ETF also has many "Belt and Road" concept stocks.