Under the main tone of common prosperity, giving consideration to efficiency and fairness has become the main theme of supervision. In the era of fine operation, organizational structure and operation ability have become the key to victory. It is recommended that the Internet leading enterprises with continuous organizational structure and continuous operational efficiency be enhanced, Tencent group, -W, Alibaba -SW, byte beating and Kwai -W.
The global mobile Internet has a vast space, and short videos and games still have user dividends. It is recommended that mobile games should be concerned with short Kwai makers, byte jumping, fast -W and hand travel leading Tencent, Tencent, NetEase, Wuhu 37 Interactive Entertainment Network Technology Group Co.Ltd(002555) , etc.
The dividend of China Mobile Internet traffic has peaked, and the space in the vertical field is sufficient to accelerate the penetration of leading targets. It is recommended to pay attention to the online recruitment leader.
The industrial Internet is becoming more and more mature, and the layout of hard science and technology is speeding up under the wave of domestic substitution and advanced manufacturing. It is suggested to pay attention to Tencent holdings, Alibaba and meituan-w, leading Internet leading enterprises in the field of hard technology.
Phenomenal products gave birth to the critical point of VraR industry, and the maturity of equipment and technology and the admission of capital and talents promoted the gradual implementation of metauniverse. Games and social networking are the most explicit application scenarios. It is recommended to pay attention to Tencent holdings, netease-s and other leading social and game enterprises.
Regulatory factors outside China caused obvious miscarriage of valuation, and short-term pessimism did not change the long-term value of high-quality companies. It is suggested to pay attention to the leading companies Focus Media Information Technology Co.Ltd(002027) , Mango Excellent Media Co.Ltd(300413) in the subdivided fields where the valuation is obviously wrongly killed by regulatory sentiment.
Risk tips:
The geopolitical conflict between China and the United States intensifies; China’s Internet antitrust supervision is becoming stricter; Macroeconomic downturn and weak consumer demand; The game version number has been suspended for a long time; Stricter supervision in advertising, live broadcasting and other subdivided fields; The copyright disputes over long and short videos have intensified
