Interpretation of hot topics
1. The concept of Douyin, ByteDance's revenue surpassed Tencent's. TikTok e-commerce has set a GMV target of $50 billion for 2024, more than doubling, which is expected to be similar to Pinduoduo's market capitalization of Alibaba in the early stage**.
Second, the dilemma is reversed, lithium mines, pork, real estate and other directions that have fallen significantly have strengthened against the trend. At present, it is only a potential industrial inflection point in the capital game, and there is no obvious strong logic. It is rumored that the photovoltaic industry will usher in supply-side reform, which is impossible to verify, and it is regarded as over-falling.
1.Photovoltaic storage parity, this year is actually a big year for photovoltaic installations and energy storage installations, and the overall market is expected to be sluggish due to the fact that the upstream of the industry is in the first war. At present, the overall upstream ** is constantly decreasing, and the overall economy of optical storage is getting closer and closer to parity, and there is a strong foundation for reversal of difficulties in the future. It is also likely to be the core logic of the next wave of the energy storage industry.
2.Lithium mines, **accelerated**, fell below 100,000, and related lithium mines** bucked the trend and strengthened. On the news side, domestic lithium minerals are expected to rectify, and the over-fall is expected to continue.
3.Pork, the upstream data is not much bright, pork storage, the first document and there are rumors of swine fever to bring certain positive expectations, the current expectations are more sufficient. The Sichuan Animal Husbandry Association submitted the "Report and Suggestions on the Recent Occurrence of African Swine Fever", and the African swine fever epidemic continued to ferment.
3. Dameng Data IPO, the CSRC approved the registration application for the initial public offering**. In the early stage, China's software changed its first shares, focusing on whether it could lead the sector to make money. Look at the strength in general.
Fourth, data elements, Liu Liehong, director of the Data Bureau, said that the implementation of the "data elements" action will be studied. The strength is weak, continue to track. **Issued the "Data Elements" Three-Year Action Plan (2024-2026) (Draft for Comments). The draft of the document is large and complete, which can be understood as the data element x has a strong willingness to promote and is fast;It can also be understood that imaging is a similar industrial Internet action plan in the past.
5. Consumer electronics, AI+ new hardware has always maintained imagination space, but tends to think that it does not meet the risk appetite of the market, ** needs to be observed. Apple recently released a large model of limited memory, which may be understood as accelerating the landing of AI mobile phones, but in terms of events, the level is average.