On Wednesday, the Shanghai and Shenzhen stock markets returned to the decline, and the lithium battery, medical, semiconductor and other sectors continued to decline, driving the gem index to fall unilaterally, with an intraday decline of nearly 3%. Games, building materials and other sectors are active against the trend. As of the close, the Shanghai Composite Index closed at 3558.18 points, down 0.33%; The Shenzhen composite index closed at 14207.19, down 1.28%; The gem index closed at 3075.98, down 2.17%.
Yesterday, the media sector stimulated by the acquisition news ushered in a sharp rise, Sichuan Xun You Network Technology Co.Ltd(300467) , Rastar Group(300043) , Jishi Media Co.Ltd(601929) and other stocks rose by the limit. Among them, Jishi Media Co.Ltd(601929) has been trading for three consecutive days, with the latest share price of 3.06 yuan and a total market value of 9.52 billion yuan.
On January 18, Microsoft announced that it would acquire Activision Blizzard, with a total transaction value of US $68.7 billion (equivalent to about 400 billion yuan), an acquisition premium of about 45% and an equity value of about US $74 billion. After the completion of the transaction, Microsoft will become the third largest game company in the world after Tencent and Sony. Such a huge acquisition of the game industry has boosted the whole game industry.
Since September last year, the trend of capital overweight game sector has gradually become obvious, and the game ETF (159869) has risen for five consecutive months.
Anxin Securities believes that in the rotation sequence of the six territories of the meta universe, hardware and content come first, and the content is dominated by games. The virtual world built by the game or the first exploration to the meta universe. On the one hand, games are a subdivision of the content industry. On the other hand, considering many factors such as technology maturity, user matching and content adaptability, the game is also an excellent way to explore the meta universe.
Galaxy Securities said that in 2021, the scale of China’s game market was nearly 300 billion yuan, and the overseas revenue exceeded 100 billion yuan. In the long run, the game industry still has good growth. It is recommended to pay attention to the relevant targets with excellent R & D ability.
The building materials sector continued to be active yesterday, Keshun Waterproof Technologies Co.Ltd(300737) rose by more than 10%, the Beijing Hanjian Heshan Pipeline Co.Ltd(603616) , Yunnan Bowin Technology Industry Co.Ltd(600883) limit, and Gansu Shangfeng Cement Co.Ltd(000672) , Anhui Conch Cement Company Limited(600585) rose by more than 6%.
Covid-19 specific drugs also maintained a strong strength yesterday, Jiangxi Fushine Pharmaceutical Co.Ltd(300497) , Zhejiang Cheng Yi Pharmaceutical Co.Ltd(603811) , Xilong Scientific Co.Ltd(002584) rose by the limit, Hybio Pharmaceutical Co.Ltd(300199) rose by more than 10%. In the context of severe and complex epidemic prevention and control situation, the research and development of domestic covid-19 specific drugs has attracted continuous attention.
Lithium batteries, cars and other popular tracks fell sharply again yesterday, Contemporary Amperex Technology Co.Limited(300750) fell nearly 3%, and Eve Energy Co.Ltd(300014) plunged nearly 8%.
In terms of focus stocks, Andon Health Co.Ltd(002432) once fell by the limit, and the decline narrowed in the late trading. “Northeast yaomao” Changchun High And New Technology Industries (Group) Inc(000661) collapsed and fell to the limit yesterday, and the total market value fell below 100 billion.
On the news side, on January 19, Guangdong Provincial Drug Trading Center issued the notice on the centralized procurement document of diclofenac and other drugs of Guangdong alliance, and 276 drugs were included in the procurement list, including growth hormone. In this regard, Changchun High And New Technology Industries (Group) Inc(000661) said on the interactive platform that the company is currently actively studying policies and regulations and will formulate reasonable plans. At present, there is no expectation of specific impact.
Looking forward to the future, Everbright Securities Company Limited(601788) said that the market is in the stage of consolidation and bottom building, emotional repair takes time, and the adjustment of some sectors has not ended, so index differentiation is inevitable.
Shenwan Hongyuan Group Co.Ltd(000166) said that the market has great differences between long and short, the annual line of the Shanghai index may still be contested, and the main tone of “shock stabilization” as a whole remains unchanged. In terms of operation, it is recommended to see more and move less, and pay attention to the low absorption opportunities of medium linear growth varieties. In terms of industry, we can continue to pay attention to the industries of national defense and military industry, electronics and securities companies, and look for investment opportunities in the science and technology sector in the short term.
