The Nobel Prizes have been announced one after another since October 6. The 2014 Nobel Prize in Chemistry also surfaced yesterday evening. Industry insiders believe that the Nobel Prize will bring continuous speculation to A-shares.
The LED sector has attracted the most attention
Physics Award: Three Japanese scientists invented the "high-brightness blue light-emitting diode". LED is known as another breakthrough in lighting technology after oil lamps, incandescent lamps and fluorescent lamps. The birth of blue light-emitting diodes has completed the spectrum, making white LEDs possible, and also means that LEDs are not limited to some special fields.
The stock market "won": the A-share LED sector was active yesterday. Zhang Qiang, an investment consultant at Lianxun Securities, said that this invention has the most direct impact on people’s lives and has the broadest prospects for being transformed into the commercial field. The LED sector has basically fluctuated with the broader market this year. It is expected that a new round of upward trend will occur after being stimulated by positive factors.
Human brain GPS may be "speculated"
Physiology or Medicine Prize: "For research on the discovery of cells in the brain's positioning system." This research explains how humans know where they are, how to get from one place to another, and how to store this information.
Stock market "award-winning": Ni Hongdong, an investment consultant at Soochow Securities, said that this research is of great significance, and its currently known impact is to promote the research and treatment of Alzheimer's disease (commonly known as Alzheimer's disease), because its first symptom is a loss of sense of place. But the problem is that the study of human brain GPS can only play a role in side exploration, and it is still difficult to explore many neurological diseases. Relatively speaking, it is difficult to find a target for this award in A-shares. The ones that are barely relevant should belong to the concept of "human brain engineering". Therefore, although it is expected that relevant sectors will be speculated by funds in the future, they belong to the scope of subject matter speculation and should be treated with caution.
The Chemistry Award is good for the pharmaceutical sector
The Chemistry Award: two American scientists and one German scientist, in recognition of their "contribution to ultra-high-resolution fluorescence microscopy technology."
"Award-winning" in the stock market: UBS Investment Liu Dongsheng said that this scientific research result is mainly applied to microscopes, which will be beneficial to optical equipment stocks in the two cities, but its real impact is to promote the development of the medical field, because this kind of microscope has the most direct application in biology and medicine. For example, this kind of microscope can be used to observe the combinatorial relationship between proteins to understand their functions, and it can lay the foundation for subsequent cell function experiments; it can also be used to study the dynamic assembly process of proteins at the single molecule level. Therefore, this news is good for the biomedical sectors of the two cities, and investors can pay attention to the dips.
ANNA