Market review this week (2022.1.24-2022.2.6)
This week, the Hang Seng Index and Hang Seng technology index fell by 1.57% and 4.92%, while the Dow Jones industrial index and Nasdaq index rose by 2.41% and 2.39%. The Internet, e-commerce and education indexes all fell. Among the key stocks of Internet media, Hengteng network (+ 6.99%), Guangzheng Education (+ 5.36%) and Anker Innovations Technology Co.Ltd(300866) (+ 1.65%) rose ahead.
JD released the interactive data of the Spring Festival Gala. The box office of the Spring Festival Gala in 22 years was lower than that in the same period last year. JD, the exclusive interactive partner of this year’s Spring Festival Gala, announced the interactive data of the Spring Festival Gala. The cumulative interaction volume of Chinese people around the world participating in JD app red envelopes reached 69.1 billion, distributed red envelopes and goodies worth 1.5 billion yuan, and sold more than 10 million high-quality Shenzhen Agricultural Products Group Co.Ltd(000061) ; In 2022, tiktok, the total number of red envelopes issued by the Internet platforms such as Ali, Jingdong, jitter, Baidu and Kwai Tong reached 8 billion 400 million yuan. According to the professional edition of cat’s eye, as of 14:00 on February 6, the box office (including service fee) of the film for the Spring Festival in 2022 (2022.01.31-2022.02.06) was 5.72 billion yuan, compared with 7.84 billion yuan in the same period last year. The top 5 of the box office of the film was the shuimen bridge of Changjin lake, the killer is not too calm, miracle · stupid child, the presence of bears · returning to the earth and all over the world.
On January 29, Xiamen Jihong Technology Co.Ltd(002803) released the performance forecast for 2021. The company’s net profit attributable to shareholders of Listed Companies in 2021 was 234 million yuan – 259 million yuan, compared with 558.7071 million yuan in the same period of last year, yoy-58.12% – 53.64%. On February 3, Jingdong Group Co., Ltd. was informed by Mr. Liu qiangdong, chairman of the board of directors and CEO of the company that it would donate 62376643 class B common shares to the third-party fund for charitable purposes.
Investment advice
U.S. technology stocks ushered in an intensive earnings season. 4q21, such as Google, Amazon, AMD and snap, performed well, and unity had a bright number of new customers. Meta also announced the performance of FRL department for the first time. It is suggested to pay attention to the landing progress of global technology giant metauniverse. The State Council issued the “14th five year plan” for the modernization of market supervision, proposing to improve the analysis framework of platform economy and strengthen the internal ecological governance of the platform, so as to guide the orderly competition of platform economy; The Internet information office and other four departments held a symposium on promoting the healthy and sustainable development of Internet enterprises, emphasizing the solid promotion of the strategy of strengthening the Internet and the great potential of the digital economy, encouraging Internet enterprises to adhere to law-abiding operation, strive to become bigger and stronger, pay attention to innovation and breakthrough and industrial empowerment, and overlay the Internet information system to disclose that remarkable results have been achieved in national network law enforcement in 2021, We believe that the “14th Five-Year” digital economy has a clear strategic position, the regulatory area is very clear, the industry policy turning point is clear, the technological innovation capability is outstanding, and the Internet companies that integrate the real economy to help traditional industries upgrade and upgrade are expected to take into account economic and social benefits. We urge the people of the economic and social welfare sectors to recommend the -W, -W, and the Kwai tat. JD group SW, Tencent holdings, Alibaba SW, etc.
Risk tips
Intensifying geopolitical conflicts; Drastic changes in industry competition pattern; Long term suspension of edition number, etc
