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The volume has continued to decline recently, the previous high has not been broken for a long time, and the hot spots have continued to decline. The previous round of theme speculation cycle is coming to an end.

However, foreign capital is eyeing, institutions are generally bullish, policies are favorable one after another, and there is no systemic risk in the market. A new round of theme speculation cycle is about to begin.

In the new cycle, who can bear the responsibility? I think the core lies in finding important topics that are catalyzed by certainty and major positive factors. Today I will talk about one - the Belt and Road Initiative.

The theme of the Belt and Road Initiative is back

I believe that friends who have a little older stock age will have the impression that there was a super big market in the Belt and Road Theme in 2017.

From January to May, the sector led by Tianshan Co., Ltd., Western Construction and Beixin Road and Bridge, and developed a super market for five months.

At the beginning of 2017, the themes of the Belt and Road Initiative began to be warmed up. From February to March, the leader Tianshan Co., Ltd. entered a strong market with a 200% increase.

After Tianshan Co., Ltd., the theme market did not end there. From March to April, the leading Western Construction Company experienced a strong market with an increase of 160%. If the market started at the end of December 2016, Western Construction Company's growth rate exceeded 250%.

The story has not ended here. After the construction of the western region, Beixin Road Bridge rose again. From April to May, the main upward trend of Beixin Road and Bridge in Longtou began. If the market starts in January, the increase of Beixin Road and Bridge will also reach 200%.

Why did the Belt and Road Themes emerge such a grand market at that time?

In addition to the market environment at that time, an important reason was that there was major news catalysis at that time, and two years later, this major news catalysis was about to come again.

For a big topic that has not been speculated for two years, and a long drought comes with a rain of rain, everyone understands what this means!

How to choose high-quality concept stocks

According to the plan, the Belt and Road Initiative has focused on 18 provinces, which has increased the difficulty of stock selection. However, each region has its own positioning. For example, Xinjiang is positioned as the "core area of ​​the Silk Road Economic Belt" and Fujian is positioned as the "core area of ​​the 21st Century Maritime Silk Road".

So we can first start from the perspective of strategic positioning. In addition, we can also start from the perspective of promoting progress, recent catalysis, main business, technical aspects and funding promotion.

From the above perspectives, I have screened more than 10 high-quality potential stocks, including stocks suitable for mid-term holdings, and stocks with short-term explosive power. If you are interested, you can hold the QR code below to receive the "Opportunity of the Belt and Road Industries" for free.

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