价值判断:涨停板的投资机会和风险提示(3月27日)|证券市场观察

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Виктория Кондратьева (Шеф международного отдела)

Lenovo pulled up to MWC with a bunch of new products and concepts, but if there's one thing everyone's going to be talking about, it's the Legion Go Fold. (Check out Sam Rutherford's coverage of the Legion Go Fold here). In short, the Legion Go Fold is a concept foldable gaming handheld with a flexible display that can unfurl to a massive 11.6 inches. Or, it can be folded in half to become a 7.7-inch display. It has detachable controllers, and there are multiple mounting points along the tablet so you can switch things up between landscape and portrait mode. The left and right gamepads can also be combined into one controller with an accessory, and the display can be propped up kickstand-style with the folio cover.

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电视品类涨幅为4%至15%,海信因采用自主研发芯片,核心元器件成本得到较好控制,线下涨价幅度相对较小。从实际成交价看,小米43英寸智能电视从905元涨至999元(上涨10%),海信小墨E5Q 100英寸电视从8119元涨至8859元(上涨9%)。

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这一观点在华尔街获得共鸣。Fundstrat全球顾问公司汤姆·李——全美最受关注的市场策略师之一——始终主张美国正处于“第三次劳动力短缺时代”,这个从2018年持续至2035年的人口结构趋势,将迫使企业大量投资AI以填补人力缺口。他多次将当下与1920年代速冻食品发明相类比:据Fundstrat研究,该技术使农业劳动力从占美国 workforce30%-40%降至2%-5%,同时降低食品成本。“它解放了时间对吧?让人们转向新领域,创造了全新的劳动力队伍,”李在今年1月《Prof G市场》播客中表示。

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