Risheng Investment Consulting: PCB next year, East Olympics, 5G strong business opportunities
Risheng Investment Gu today (21) held the "2020 Investment Outlook Conference" at the Beijing Idea University Beijing Science and Technology Conference Center. Risheng Investment Gu is optimistic that Taiwan stocks have economic headwind resistance. Under the theme of the Tokyo Olympics, it focuses on clothing and footwear The stocks of fitness equipment supply chain and brand fitness center are also optimistic that 5G mobile phones can drive Taiwan printed circuit board manufacturers.
Risheng Investment Consulting stated that in 2020, the global central bank is expected to maintain a loose monetary policy; although the US-China trade dispute is still the main source of risk, the possibility of the global economic deterioration will decrease as the US-China negotiations continue to advance; and the US President The election is about to begin, and the US economy is expected to stabilize before the election, which will help the global economy to maintain stability.
However, although the US-China trade war is expected to slow down, China's de-beautification continues. Among them, wafer foundry, some IC design, power amplifiers, and Taiwanese factories have leading technologies. The weighted index of Taiwan stocks has exceeded its 29-year high. Under the effects of loose funds and transfer of orders, it has more economic headwind resistance.
Article source: https://udn.com/news/story/7240/4178670