On January 19, the three major A-share indexes weakened and collectively closed down. As of the closing, the Shanghai index fell 0.33%, the Shenzhen Component Index fell 1.28% and the gem index fell 2.17%; The total turnover of Shanghai and Shenzhen stock markets was 1065.3 billion yuan, breaking trillion yuan for the 14th consecutive trading day; Net purchase of 3.821 billion yuan by northbound funds; Overall, stocks in the two cities rose more and fell less.
For the recent market shock, Yang Ziyi, investment director of Zhongrui Heyin, said that after new year's day, the overall market performance was depressed, and the Shanghai stock index, Shanghai and Shenzhen 300 index and gem index all fell. In addition to infrastructure, real estate and finance, major mainstream sectors generally fell sharply, and only a few themes such as winter Olympics, yuanuniverse and aquaculture performed slightly better. We think the main reasons are in three aspects: 1. The Federal Reserve has released a very hawkish interest rate increase signal, and the upward trend of US bond yields has also led to a situation similar to the market collective killing valuation at the beginning of last year. 2。 In the past three years, the boom track has experienced a large increase, the valuation is generally at a high level, and the position concentration of institutions is high. At the current time point, there are signs of loosening; 3。 The market is pessimistic about China's economic situation in 2022, and the expectation of enterprise profit growth is generally downward; The superposition of the above factors led to the decline of the market at the beginning of the year.
The rise and fall of the industry sector are relatively balanced. From the perspective of shenwanyi industry, there are 14 categories of industries rising, with building materials rising the first, up to 3.17%, followed by the media industry rising by more than 2%; In addition, 16 industries fell, of which 5 industries such as national defense and military industry, power equipment, automobile, non-ferrous metals, medicine and biology all fell by more than 2%
prepared by: Zhao Ziqiang
cloud game sector led gains
In terms of specific hot spots, the cloud game sector rose strongly on Wednesday. As of the close, the sector rose by 4.23%, followed by the NFT concept, scenic spots and tourism, online games, covid-19 treatment and other sectors, with an increase of more than 3%.
In the cloud game sector, Rastar Group(300043) closed at 20cm limit. In addition, Hubei Century Network Technology Inc(300494) , Zhejiang Jinke Tom Culture Industry Co.Ltd(300459) , Guiyang Longmaster Information & Technology Co.Ltd(300288) , Tangel Culture Co.Ltd(300148) , Meisheng Cultural & Creative Corp.Ltd(002699) , New Universal Science And Technology Co.Ltd(300472) and other stocks all rose by more than 5%.
On January 18, Microsoft announced that it would acquire Activision Blizzard at a price of $95 per share, with a total value of $68.7 billion in all cash transactions. After the acquisition, Microsoft will become the third highest revenue game company in the world.
As soon as the news came out, the global stock market game sector was boosted. Overnight, US stocks soared 25.88% depending on blizzard; In the Hong Kong stock market, China Mobile Games, heart company, ZuLong entertainment and Tencent holdings have strengthened one after another; A-share cloud games, online games, media and entertainment and other related sectors rose.
Huatai Securities Co.Ltd(601688) said that large transactions occurred intensively in the game industry and meta universe. According to the take two announcement, take two (ttwous), a manufacturer of Grand Theft Auto (GTA) series games, said on January 10, 2022 that it would acquire Zynga (zngaus) for us $12.7 billion (64% premium over the closing market value of the previous trading day). Global giants are continuing to attract high-quality assets and code the layout of metauniverse. Scarce high-quality game content developers are expected to play the role of the cornerstone of metauniverse construction. We suggest paying attention to high-quality game manufacturers and relevant investment opportunities under the development of metauniverse industry.
Beijing Cuiwei Tower Co.Ltd(603123) 12 day 9 daily limit
Today, Beijing Cuiwei Tower Co.Ltd(603123) raised the limit again, which is the ninth limit in nearly 12 trading days. The company issued a stock price change announcement. Haike RONGTONG, a holding subsidiary, is mainly engaged in the third-party payment business, and its income mainly comes from the offline bank card receipt handling fee. The new digital RMB payment method does not change its income source and structure, and the income generated will depend on the actual use of future offline merchants and consumers, It will not have a significant impact on its acquiring business scale and operating performance.
According to the trading public information released by Shanghai and Shenzhen Stock Exchange on January 19, 2022, Beijing Cuiwei Tower Co.Ltd(603123) has been listed by 20% due to the deviation of the closing price increase in three consecutive trading days. Beijing Cuiwei Tower Co.Ltd(603123) closed at 17.66 yuan on the same day, up or down 10.03%, the turnover rate was 15.78%, and the turnover was 1.673 billion yuan.
Beijing Cuiwei Tower Co.Ltd(603123) the reason for the limit is digital currency + mobile payment. 1. According to the company's annual report, Haike RONGTONG, a wholly-owned subsidiary, has actively participated in the signing of cooperation agreements with the operating banks designated by the digital currency Research Institute of the central bank, carried out system docking, and promoted the system construction of digital RMB acceptance. 2. Haike RONGTONG to be acquired by the company seized the market opportunity. In addition to the layout of intelligent POS, it also launched new payment tools such as "haicode" and code scanning box compatible with QR code scanning payment, which brought incremental transaction scale and income to Haike RONGTONG.
From the data of the dragon and tiger list, compared with the top five sales departments, the total sales volume is 75.5342 million yuan higher than the purchase.
on Tuesday (January 19)
tabulation: Zhao Ziqiang
For today's A-share trend, major institutions hold their own views.
Qin Hong {23456} senior analyst of jinbailin consulting : at present, the A-share market is still a market with many structural opportunities, just as there are still more than 80 stocks rising by more than 9% on Wednesday. If there is further easing information in early trading on Thursday, the A-share market is expected to have a trend of withdrawal of major indexes. in operation, actively track the position adjustment direction of funds of mainstream institutions and grasp future investment opportunities.
Hu Po, fund manager of private placement network : Recently, macroeconomic uncertainty is increasing, the repeated epidemic has had an impact on consumption, overseas liquidity has tightened, the Federal Reserve has shrunk, the current government's steady growth measures may not be as expected, and other factors have led to the recent weak market. After the interest rate cut and the central bank's loose statement, there has been a relatively large adjustment in the market today, especially the callback range of growth stocks is significantly higher than that of value stocks, indicating that the current market sentiment is indeed pessimistic. we believe that under the current situation of no significant tightening of liquidity, the possibility of overall systemic risk is very small. Under the current situation, full adjustment of the market will be a good opportunity for layout. among them, we are particularly optimistic about the investment opportunities of the high boom track represented by fully adjusted new energy. In addition, if consumer stocks are fully adjusted, it is also a good opportunity for layout.
Hu Zhenyi, manager of Honghan investment fund : looking at the prospect of the first quarter, there will be repetition, market effectiveness is waiting, ideas are unified, and space is reserved for asset and boom categories, including Hong Kong stock Internet. The range before the Spring Festival basically indicates the low range of the whole year. In the absence of systematic pressure, the tail swing is followed. The fluctuation range of prosperity before and after the two sessions can be seen as the lower limit of the whole year. in the industry, the military power grid is the least interfering factor in the data valuation policy in the boom category. There is no pressure on endogenous and autonomy. The short speculation logic will return to the medium-term logic after a year.
Yang Ziyi, investment director of Zhongrui Heyin : from the perspective of the overall research and judgment framework of the market, compared with last year, the macro economy has maintained low and stable growth, the probability of large liquidity is more relaxed, and the market valuation pressure has been released to a certain extent, which is a relatively good aspect. However, the investment difficulty of the market in 2022 is actually further increasing. Due to the continuous differentiation and deduction between various styles in recent years, the valuation level corresponding to the current position is becoming more and more rational and consistent. Therefore, this year's market may not have an obvious dominant style, but there may be some subdivided industrial chains with comparative advantages and targets with bottom-up Growth Logic in each style to jointly lead this year's market.
