Let's take a look at the 5 major news from the market first:
1. East F selection: Sun Dxu was removed from the position of CEO, and Yu Mhong concurrently served as the CEO of East F selection;
Judging from the current processing results given by the company, the influence and commercial value of the top IP have been strengthened again at the moment when traffic is king, and it is obvious that in the Internet era, there is no valuation ceiling for the top IP;
Extending to the a** field, Internet celebrity live broadcast and e-commerce, AI, media, etc., are linked to enhance attributes, since October 24th, the plate index out of the ** volume, the adjustment of the long trend of shrinkage, the current funds are still around this hype, and the game "Yuan Dream Star" online dominates the top of multiple channels, but also the heat of the media sector blessing, e-commerce, media, etc., can continue to tap opportunities;
Second, the new repurchase regulations have landed!The regulatory authorities encourage repurchase and cancellation, and strictly prevent "flickering repurchase";
Since the beginning of this year, thousands of A-share companies have issued repurchase plans, and the total amount of the proposed repurchase amount exceeds 260 billion, such a large scale can be said to be rare in history, but unfortunately, although there are many companies that repurchase companies, very few companies are willing to repurchase and cancel, and the repurchase without cancellation is essentially a game of left-handed to right-handed, which is actually more harmful to small and medium-sized shareholders
Now the village for the first time to encourage repurchase and cancellation, is a positive policy adjustment, once the number of repurchase and cancellation of the number of companies increases, after the real incremental funds into the market, the market is expected to get out of the bottom area in advance, I hope that the village can make persistent efforts to quantify, refinancing, refinancing and other loopholes to plug up, on the whole, the news has a certain boost to the **, after the continuous rise and fall, next week A shares are expected to usher in the bottom of the **;
Third, the prelude to mergers and acquisitions in the securities industry officially kicked off!After nine months, the change of shareholders of Minsheng ** was approved, and Guolian Group became the largest shareholder
The merger of Minsheng and Guolian means that the brokerage officially staged a merger and reorganization drama, which is definitely good for the brokerage, after all, after the merger, the market will speculate on the imagination space, and at the same time, the index of the disk, and the follow-up leadership of the brokerage sector are indispensable to the strength of the brokerage sector;
Under the shrinkage pattern, if the market wants to speculate, the imagination of the Internet finance, diversified finance, equity brokerage and other sectors will be higher
Fourth, the three-year action plan of "Data Element X" was released;
Next year is the first year of the official entry of data elements into the table, "data element X" is to promote the application of data elements in the industry, and it is also an important part of policy support for the development of data elements
In the current context of the main line of artificial intelligence, the plate segmentation is also constantly rotating, in which the data elements are very critical, which can be linked with multiple industries, a bit similar to the "Internet +" a few years ago, and combined with the recent market characteristics, data elements + media, e-commerce, finance, education, etc., should be more in line with the choice of mainstream funds;
Fifth, the new deal of Beijing's property market in 48 hours: many customers brave the snow to choose a house, and buyers step on the threshold of the real estate in the cold winter;
In addition, the first weekend of the new deal in the Shanghai property market: the sales ** was blown up, and the sales office welcomed a large flow of customers
Corresponding to the market, after Beijing and Shanghai enlarged the move, the real estate sector index rose sharply on Friday, indicating that the selling pressure is still quite heavy, so operationally, don't be in a hurry to chase when the good is good, as a sunset industry, there is no need to focus on, friends who want to go, real estate is the heart of the high-level, there will be no lack of policy and event stimulus, and it can lurk on dips when it steps back;
Market Trends and Sector Opportunities:
The market is very fragile recently, no matter how good it is, there is a bit of turmoil in the intraday, and the funds will be smashed first, but ** is always born in despair, and at the same time, the main force will not completely let the market ** ignore, so there will be a downward exploration next week, and we must dare to suck low;
As for the direction, the media game in AI technology, multimodal, data elements, etc., do not chase casually when it is too consistent, and pay attention to it in batches when adjusting, and the brokerage has a merger event to stimulate, to see if it will usher in capital speculation, from a latent point of view, the first document will focus on agriculture every year, superimposed on the Ministry of Agriculture's good infrastructure, and the agricultural direction can be appropriately concerned;
Finally, I wish you all **Changhong!