1. Tencent Holdings spent about HK$1 billion to repurchase 3.59 million shares on Friday.
For the further regulation of online games, the most hurt will be Tencent, which fell 12% last Friday, which is after Tencent spent 1 billion yuan to buy back, otherwise the decline will be even greater. 40 billion, is 10 times the normal amount, which shows that the panic has been fully reflected, and now the market is particularly fragile. After the opening, the situation changed dramatically, and the conversation suddenly changed, it is said that it is soliciting bills of exchange, and the case has not yet been finalized, I don't know what the reaction of investors who took the opportunity was?After the market closes, it will respond after seeing it.
Second, will the sudden decline of the industry due to policy suppression reverse its long-term trend?
Last week, the ** sector was under strong bearish pressure** nearly 11%, and the future game supervision will be more stringent, and the performance will inevitably be affected. Foreign capital, ** and other institutions are all searching for transactions, and the chips have been transferred from ** to institutions, Tencent repurchased strongly last Friday, and last Friday's bearish policy only suppressed game stocks, and had no impact on film and television, film and television, etc. Publishing and other industries in the blessing of artificial intelligence, the next few years are most worth looking forward to is the media sector, for this reason, last week the media is taking advantage of the policy negative shuffle, this week's upward trend will inevitably recover, January 2024 media sector index in June this year to hit a new high is inevitable, the next three years is expected to reach the high point created in 2015, and there are a lot of high-quality ** space increased at least 2 times.
3. Promote the early popularization and implementation of the Financial Stability Law.
Recently, the competent bank issued a stability report, which mentioned that it is necessary to gradually promote financial stability and promote the early introduction of the financial stability law, which can be seen as a response to the recent market call. Stable**.
4. From a spatial point of view, the SSE 50 took the lead in hitting the lowest track of the month, causing the index to stop falling after oscillating in the range and hit the lowest track of the month yesterday.
CNI 2000 again, leading the fall, there was a trend of rising first and then falling, since the last ** was the CSI 2000 led the rise, this time the SSE 50 led the fall to take the lead in stopping the fall, then it depends on whether the CNI 2000 this week reached the lower end of the month, whether there will be a significant **, if so, the market sell-off period is expected to end, and the discovery process will have a low resonance start.
Continue to pay attention to news changes This week, we will focus on whether the 2000 national certificates can break through the ** trend, which is currently 2 points away from the lower end of the month. In terms of execution, the medium-term position continues to submit operations to reduce costs and wait for the opportunity to increase positions at a low price, while this week, *** continues to capture opportunities with small positions.