Summary of latest views 1 Meta announces deep compatibility with blockchain technology and explores Web3 0 architecture on December 23, according to an internal letter released to employees, metaplatforms (FB. O) will provide deep compatibility for blockchain technology and connect social systems with Web3.0 such as blockchain and cryptocurrency 0 technology combination. Meta should develop NFT supporting functions and invest in some blockchain based smart contracts and distributed autonomous organizations. “Decentralization” is web 3 The core idea of 0 is to return control to users and participants. Currently Web3 0 is still an embryonic concept, and most blockchain projects are covered in Web3 0, the future Web3 0 will bring better experience and higher user rights for the Internet era. 2. Tencent’s “dividend distribution reduction” of jd.com on December 23, Tencent holdings announced that it would issue nearly 460 million class a common shares of jd.com group to qualified shareholders by means of medium-term dividend distribution. The distribution benchmark is that for every 21 Tencent shares held, one class a common share of jd.com will be issued. After the dividend, Liu qiangdong, who holds 13.5% of JD, will become the largest shareholder of JD. Meanwhile, Liu Chiping, President of Tencent, will also step down as a director of JD. At present, Tencent focuses more on the systematic upgrading and development of its main industries such as games, social networking and cloud, and the company’s investment strategy is to invest in companies in the development stage and exit when the investment company can raise funds by itself. Therefore, it is also in line with its development plan to exit JD, which is in the relatively mature stage. In addition, this move also avoids its monopoly risk in the field of e-commerce in the future to a certain extent.
From the perspective of industry configuration, the game industry still has good growth in the long run, It is recommended to pay attention to those with excellent R & D ability: Tencent Holdings (0700. HK), netease-s (9999. HK), Wuhu 37 Interactive Entertainment Network Technology Group Co.Ltd(002555) (002555. SZ), ZuLong Entertainment (9990. HK), and heart company (2400. HK); China’s overseas social platform has a good development trend, increasing influence and leading role. It is recommended to pay attention to chizicheng Technology (9911. HK) and happy gathering (YY.O); in addition, the dividend policy has been continuously released to promote the high quality development of cross-border electricity providers. It is recommended that Alibaba -SW (9988.HK) and SHEIN (unlisted) be recommended. At present, some Chinese manufacturers have reached the international leading level in the short video area, and China Kwai Fu -W (1024.HK) should be concerned.
Risk tips: the risk of intensified market competition, the risk of policy and regulatory environment, the risk of work content review or review, public health risk, etc.
