Commercial Aerospace Investment Focus Driven By Upcoming Events
Analysts suggest that commercial aviation, rocket manufacturing, and innovative drugs present clearer investment opportunities in May and June. Commercial aviation faces urgent pressure, including IPOs, while innovative drugs are considered to be at a valuable stage after recent adjustments. Robotics, particularly humanoid robotics, is also highlighted for its industry progress. Analysts suggest sector rotation due to expensive hardware fixed assets in Singapore. Innovative medicine's valuation is considered to be at a valuable stage after previous adjustments. The source notes that Singapore's hardware fixed assets are currently more expensive, suggesting sector switching. Analysts are paying more attention to May and June, with imminent events expected to drive the commercial aviation sector.
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Sources · 7 independent
“我觉得像商业航空、火箭制造、创新药,5-6月份他们的推化机会更加明显。好,因为这个AI英雄确实是它的行业分散。我觉得首先还是商业航空,因为它的压力比较紧迫,或者IPO的,包括这个产业端的,其实都是比较多的。第三的是这个创新药。”
“我觉得像商业航空、火箭制造、创新药,5-6月份他们的推化机会更加明显。”
“我觉得首先还是商业航空,因为它的压力比较紧迫,或者IPO的,包括这个产业端的,其实都是比较多的。第三的是这个创新药。当然,创新药目前它的这个估值,其实经过前期的调整后,又是来到了比较具有一定价值的一个阶段,也是值得关注的。”
“商业航空、火箭制造、创新药,5-6月份他们的推化机会更加明显。”
“我觉得首先还是商业航空,因为它的压力比较紧迫,或者IPO的,包括这个产业端的,其实都是比较多的。第三的是这个创新药。”
“商业航空、火箭制造、创新药,5-6月份他们的推化机会更加明显...我觉得首先还是商业航空,因为它的压力比较紧迫,或者IPO的,包括这个产业端的,其实都是比较多的。第三的是这个创新药。”
“我觉得像商业航空、火箭制造、创新药,5-6月份他们的推化机会更加明显。好,因为这个AI英雄确实是它的行业分散。”
“我觉得像商业航空、火箭制造、创新药,5-6月份他们的推化机会更加明显...我觉得首先还是商业航空,因为它的压力比较紧迫,或者IPO的,包括这个产业端的,其实都是比较多的。”
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