Rongwei securities Liu Sishan: Big Mac returns, market shocks lower

Today, China Mobile returned to a shares, the market fluctuated all day, and the gem index led the decline. Overall, today's individual stocks fell more or less, and more than 3300 individual stocks fell. The turnover of Shanghai and Shenzhen stock markets today was 1305.2 billion, 38.8 billion more than that of the previous trading day. The two markets continued to expand today. As of the closing, more than 50 stocks in the two cities fell by the limit or by more than 10%. On the disk, cloud games, Winter Olympics, prefabricated dishes, yuancosmos and other sectors led the increase, while traditional Chinese medicine, lithium extraction from Salt Lake, national defense and military industry, green power, rare earth permanent magnet and other sectors led the decline. As of the close, the Shanghai index closed at 3595.18 points, down 1.02%, the Shenzhen index closed at 14525.76 points, down 1.8%, and the gem index closed at 3161.51 points, down 2.73%.

On the disk, cloud games, Winter Olympics, prefabricated dishes, yuancosmos and other sectors led the increase, while traditional Chinese medicine, lithium extraction from Salt Lake, national defense and military industry, green power, rare earth permanent magnet and other sectors led the decline. The cloud game sector rose strongly, Rastar Group(300043) daily limit, Shanghai 2345 Network Holding Group Co.Ltd(002195) daily limit, Meisheng Cultural & Creative Corp.Ltd(002699) daily limit, Hubei Century Network Technology Inc(300494) up more than 7%. Football concept changes, Lander Sports Development Co.Ltd(000558) has been trading for many days, and Shanghai International Port (Group) Co.Ltd(600018) has risen by more than 7%. In the afternoon, the concept stocks of the Winter Olympic Games had a strong intraday shock, Bingshan Refrigeration & Heat Transfer Technologies Co.Ltd(000530) trading limit of 5 boards, Beijing Jingcheng Machinery Electric Company Limited(600860) , Beijing Kingee Culture Development Co.Ltd(002721) , Shanghai Challenge Textile Co.Ltd(002486) , Beijing Caishikou Department Store Co.Ltd(605599) , Lander Sports Development Co.Ltd(000558) trading limit, Hes Technology Group Co.Ltd(002963) , Shandong Nanshan Fashion Sci-Tech Co.Ltd(300918) , Skyworth Digital Co.Ltd(000810) , Fujian Snowman Co.Ltd(002639) etc.

Before the return of the Big Mac in recent trading days, the Shanghai Stock Index gradually rose. After seeing the light today, due to the large amount of financing, the market fluctuated downward. The index went down to the 60th line, and it is possible to continue to seek support. However, the market is still hot spots. The timing node is the Spring Festival Gala of China Central Television, local television stations and network platforms at the end of January 2022, As well as the artistic performances at the opening and closing ceremonies of the Beijing Winter Olympic Games, virtual people are expected to be more widely used, and virtual people developed and designed by brand merchants, advertising and marketing companies and film and television content companies will continue to appear. The most critical factor for the success of virtual people's commercialization may not lie in production technology, but in IP operation capabilities such as human design, content richness, powder absorption and powder expansion. It is suggested to pay attention to virtual human as an important direction of meta universe investment, and it is suggested to strengthen the layout of virtual human industry and head content platform and marketing company with content creativity and traffic operation advantages.

(Rongwei securities)

 

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