How to treat Afghan concept stocks?

Afghan concept stocks include China Construction, China Jiaojian, China Railway Construction and China Railway.

1. Afghanistan concept stocks are mainly infrastructure stocks, because Afghanistan needs reconstruction;

2. Investment must remain calm, and the concept of Afghanistan may be just hype;

3. The situation in Afghanistan is still chaotic, and reconstruction may take a long time.

The Taliban regained the leadership of Afghanistan, and the war in Afghanistan may end slowly, followed by the reconstruction of Afghanistan. Afghan leaders have repeatedly expressed their hope to China that China can help Afghanistan rebuild, because China's infrastructure is a powerful country of world companies, and we have many technological advantages in the field of infrastructure, which is also the real reason why Afghanistan wants China to participate in Afghanistan's construction.

First, Afghan concept stocks benefit from the infrastructure sector.

Many people didn't expect that the Taliban would take the leadership of Afghanistan so soon, and the ten-year war might be over. The subsequent reconstruction of Afghanistan has become the focus of attention, and Afghan concept stocks have also become popular in the A-share market.

Afghan leaders expressed the hope that China can participate in the construction of Afghanistan, and Afghanistan will ensure the safety of the people of China. As a result, Afghan concept stocks are gradually recognized by the market.

Second, investment must remain calm. The concept of Afghanistan may be short-term hype.

Although the Taliban have taken control of Afghanistan, the whole situation is still unstable and there are many violent incidents every day. For Afghan concept stocks, we still have to stay awake. This may be just a hype, and the performance of infrastructure stocks may be difficult to improve.

3. Will China participate in Afghan reconstruction?

Judging from the statements of state leaders, China is still willing to help Afghanistan rebuild. However, the situation in Afghanistan has not yet stabilized and the risks are relatively high. It may be difficult for China enterprises to participate in the construction of Afghanistan in a short time.

Afghan concept stocks may be just short-term hype. After a while, you may forget this theme. Investors must not get too involved. If they are trapped, they may lose money.