The real-life version of "Tianlu", your hometown is changing

These two days are not easy. First, the periphery is not awesome, and the U.S. stock market is weak. This is what the news says. I don't agree with it. People have been cattle for ten years, and they don't want to give them a holiday; There are also those who are confused about the interest rate hike cycle, which I agree with. However, at present, the central bank's actions are not significant and are purely passive responses. Moreover, infrastructure investment requires a large amount of cash flow, so stock trading still needs to understand our reality.

At present, the whole country is engaged in construction. The main task is to build momentum for the the Belt and Road in May. There are two mainstream voices about how to layout the the Belt and Road:

The first method is to classify by industry category, which is relatively simple. Transportation, construction materials, energy construction, business and tourism culture, and advantageous manufacturing are the main industries that benefit.

The second is based on geographical division, which is actually relatively simple, because the key investment areas of the the Belt and Road are concentrated in six provinces and six ports: Xinjiang, Jiangsu, Zhejiang, Fujian, Guangdong and Guangxi; Lianyungang, Ningbo Port, Quanzhou, Xiamen, Guangzhou, and Beibu Gulf.

The third and most common distribution method is based on the degree of benefits, with the first stage being a surge in overseas orders; The second stage should be the expansion stage of advantageous projects, such as high-speed railway. With the increasing attention to the the Belt and Road, the opportunities for such advantageous projects will be greater; The third stage is the map speculation mode along the the Belt and Road, which is some local state-owned enterprises along the line.


The specific list can be found in the official account tweets of my concept enthusiasts.