Stock market concerns LED leading enterprises

Since mid August, the trend of electronic plate and the market deviate. The market fell, while the performance of the electronic sector downturn; since September 12th, in the broader market rebounded after a period of decline, the decline in the number of electronic plate for several days ago, showing the characteristics of filling.

From a fundamental point of view, this year, electronic products showed structural growth. The new type of electronic products based on smart phones and tablet PCs are growing rapidly, and the brand benefits of electronic products have become increasingly prominent. From the point of view of the division of the industrial chain, China's electronics industry is concentrated in the upstream manufacturing sector, the performance of rapid growth.

From the market performance, a small number of stocks sought after by funds. From the beginning of September 26th, the electronic sector rose 0.08%, slightly stronger than the broader market, but the stock excess earnings is obvious, more than 10% stocks rose for the only one, of which Apple suppliers for the only touch screen stocks are only about $4 for only $9.

Investment strategy, we recommend investors to circumvent the previous strong or large stocks rose. There are two main reasons: first, the presence of Apple stocks callback pressure. On the evening of September 24th, Apple announced three days before the iPhone5 sales of only $5 million, lower than market expectations, there are more defects in the product, the market is expected to change the market, A shares of Apple suppliers in the early gains. Two electronic plate company focused on small plates and gem, the existence of lifting pressure.

Operation, it is recommended that investors wait for the plate after the full callback, combined with the valuation of the preferred stock level. Electronic sector short-term risk is mainly from the high valuation, from the perspective of growth potential, intelligent terminals, LED and networking and other areas for a long time to improve, and thus maintain the industry, synchronous city rating. Stock recommendations concern related to LED production and domestic listed companies, in October more than 100 watts incandescent lamp and LED lighting products to lock up, also close to the market starting point, please have the leading enterprise scale and technical advantages of timing selection in LED plate.