The New Infrastructure Plan brings investment opportunities in both the primary and secondary markets. To help our clients capture these opportunities, GTCOM-US utilizes our alternative data capabilities to develop both quantitative strategies and fundamental analysis.
Using our NLP technologies, GTCOM-US keeps tracking the government policy release and extracts the key information from the policy documents.
Furthermore, we analyzed the Top 3 sectors based on our thematic popularity index, Data Center, Charging Dock, and 5G.
For each sector, we are able to analyze the Macro growth such as the growth of data center and number of charging docks installed by provinces. Furthermore, we are able to track the performance of each individual companies and provide predictive analysis.
Our quantitative portfolio selection based on our sentiment data outperformed the CSI 500 and sector portfolio benchmark.
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