Science and technology network stocks are in danger again!
Today, Hong Kong’s technology stocks were hit again. Tencent holdings plunged by more than 6% and finally closed down by 5.23%. The market value evaporated by about HK $250 billion; Meituan also plunged by more than 4%, and Netease fell by more than 3%. So, what happened? According to the news from the market, in addition to the news about the Internet platform to make profits to catering enterprises last week, today there is another “guidance on the regulatory thinking of the regulators on the game industry”, involving six aspects. However, in terms of content, it is a rumor last year.
Subsequently, the market spread that the game version number was originally issued in April, but now it has been postponed to November. More game practitioners said that the biggest bad news is that China does not issue a version number this year. However, the news has not been officially confirmed.
On the other hand, the A-share market is relatively strong. The transaction volume of the whole day was enlarged by 100 billion yuan, and the trading limit of individual stocks was also more than 100. Counting East and West is still a hot spot. However, the decline in the late index narrowed mainly due to real estate. According to Nanfang plus, on February 21, it was learned from several real estate agents that from today on, the four major banks will simultaneously reduce the mortgage interest rate in Guangzhou. According to the Chinese reporter of the securities firm, who confirmed to the Central China Securities Co.Ltd(601375) intermediary in Guangzhou, the interest rate has indeed been lowered.
Tencent was badly hit
Late Monday, the Hang Seng technology index fell to 3%. Technology stocks generally fell, Kwai once dropped more than 9%, beep dropped more than 7%, Tencent holdings declined more than 6%. According to the information of China Trademark network, recently, the yuanuniverse related trademark applied by Tencent Music Entertainment Technology (Shenzhen) Co., Ltd. was rejected. At present, the trademark status is waiting for rejection review, and the trademark application date is September 2021. In addition, Tencent Technology (Shenzhen) Co., Ltd. is still applying for the registration of QQ yuan universe, Tianmei universe and other trademarks.
It is worth noting that after the decline of Tencent holdings expanded, the decline of Netease also expanded rapidly to more than 4%, and finally closed down 3.77%.
The two game giants suddenly plummeted. What happened? After the closing of a shares, there was a sudden news on the market: today, the regulators and the game industry conducted regulatory guidance, involving a lot of contents, and roughly sorted out six aspects. However, in terms of content, it is completely consistent with a rumor last year. Subsequently, the market spread that the game version number was originally issued in April, but now it has been postponed to November. More game practitioners said that the biggest bad news is that China does not issue a version number this year. At present, the regulation of games is still confusing. This uncertainty may be the biggest bad news.
there are more rumors that “Tencent will be ‘hammered’.” Subsequently, Zhang Jun, general manager of Public Relations Department of Tencent group, issued a wechat circle of friends to clarify that it was a “rumor”. Zhang Jun said in his circle of friends: “in one afternoon, rumors have changed many versions”. The user who posted the message has emptied his speech and actively cancelled his account, which can no longer be found on the platform.
In fact, the overall decline of platform stocks today is relatively large. In addition to meituan being asked to make profits to catering enterprises last weekend, according to chinanews.com, today, the official website of the yuan universe Industry Committee of China Mobile Communications Federation released the “Yuan universe industry self-discipline convention (to be adopted at the first plenary session of the first session)”, proposing that Yuan universe business should be based on serving the real economy and resolutely resist capital speculation by using the concept of Yuan universe hot spots, Avoid a market bubble. This may also be an important reason for the decline of platform companies.
heavy positive news from real estate
Late today, according to the southern plus report, on February 21, the reporter learned from a number of real estate agents that from today on, the four major banks will simultaneously reduce the mortgage interest rate in Guangzhou. Among them, the interest rate of the first house was reduced from LPR + 100bp (5.6%) to LPR + 80bp (5.4%), and the interest rate of the second house was reduced from LPR + 120bp (5.8%) to LPR + 100bp (5.6%). According to the Chinese reporter of the securities firm, who confirmed to the Central China Securities Co.Ltd(601375) intermediary in Guangzhou, the interest rate has indeed been lowered.
after the release of this news, the real estate sector with a market value of more than trillion pulled wildly at the end of the day, and the decline of the market index narrowed accordingly.
The Citic Securities Company Limited(600030) research report said that the mortgage loan amount and interest rate are key variables, and the demand side support policy at the local level is expected to continue to be introduced. It is expected that after March, the real estate boom is expected to bottom out and pick up, while the structural evolution trend will continue.
In addition, according to media reports, Nanning housing provident fund management center issued the implementation rules for the management of individual housing loans of Nanning housing provident fund on February 18, which will be implemented from March 1. A number of policies in the new regulations are implemented to benefit the people, including that the proportion of down payment of provident fund loan for the second house shall not be less than 30% of the housing value, that is, the loan amount shall not be higher than 70% of the housing value. Previously, the down payment proportion of the second suite shall not be less than 40% of the housing value.
According to the financial Associated Press, it was learned from many intermediaries in Foshan that the down payment of some buildings in non restricted areas has been reduced to 20% recently. “The down payment review is relatively strict in the purchase restriction area, and the trading volume needs to be increased in the purchase restriction area, so there are corresponding developers to reduce the down payment to 20 percent.” Said an intermediary in Foshan. However, when the reporter asked Zhongyuan Real Estate for confirmation on this issue, the news was: not for the time being.
has the market bottomed out?
so, from the current situation, has the A-share market bottomed out? Structurally, at least at present, it has a certain profit-making effect. The heat of counting East and West has been ignited and may last for several trading days; In addition to driving itself, the good real estate is also likely to drive the financial sector to start again. Therefore, unless there is a systemic crisis, there are still short-term opportunities in the market.
The current systemic risk comes from the periphery, especially the situation in Russia and Ukraine. However, according to Agence France Presse, the Elysee Palace of the French presidential palace announced that French President macron proposed that Russian President Vladimir Putin and US President Joe Biden hold a summit, and both Russia and the United States have accepted the proposal. This means that there is a certain opportunity for things to improve.
Of course, variables also exist. Today, the foreign capital in the A-share market is still in a net outflow state. The data show that the north capital sold a net 3.52 billion yuan throughout the day, including 2.921 billion yuan in Shanghai Stock connect and 601 million yuan in Shenzhen Stock connect.
Dongxing Securities Corporation Limited(601198) believes that the emergence of the market bottom stems from the risk of “external tightening and internal decline” has long been released. More signs confirmed this trend last week. First, the impact of external liquidity has been fully reflected. Inflation expectations did not rise after US inflation hit a 40 year high. The latest FOMC minutes also remained stable compared with the previous, “no marginal tightening is improvement”. Second, high-frequency data also show that steady growth is effective. The growth rate of excavator sales and operating hours (excluding the Spring Festival effect) has rebounded. The trend of wide credit transmission from the improvement of financial data to the recovery of the real economy is emerging.
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