The three major indexes have bottomed out and rebounded, and the king of the media and game sector h

Mondo Finance Updated on 2024-01-19

On December 1, the three major indexes bottomed out and rebounded, and it is reported that a state-owned capital operating company entered the ETF products of a number of public offering companies today. Most of the ETF products purchased are tracking the index of central enterprises.

As of **, the Shanghai Composite Index rose 007%, the Shenzhen Component Index fell 007%, GEM rose 019%, the Science and Technology Innovation 50 Index rose 021%, BSE 50 Index**401%。There are more than 2,900 stocks in the two cities, and the turnover of the Shanghai and Shenzhen markets today is 834.1 billion yuan. Northbound funds sold a net of 49 throughout the day9.7 billion yuan, of which 406.3 billion yuan, Shenzhen Stock Connect net selling 93.5 billion yuan.

The concept of skit games was among the top gainers, among them, Insai Group (300781SZ) rose 20%, and Jebsen shares (300182SZ) rose 1338%, Huace Film and Television (300133SZ) rose 1129%。

On the news side, the operation and management of Hualiu Zhejiang Film and Television Industry International Cooperation Zone, a subsidiary of Huace Film and Television, signed a cooperation agreement with Guangzhou Hippo Game Technology. The first joint project between the two parties will be IP linkage with the TV series "To a Windy Place", and the cooperation project will adapt or reuse the IP elements of "To a Windy Place", which is expected to be launched in early 2024.

Capital believes that the short drama model revolutionizes the monetization efficiency of upstream IP and film and television production companies, and provides new traffic entrances, which is expected to further accelerate development with the support of new technologies such as AIGC, and because of the short cycle of production and return to cost verification, related companies can see the performance landing faster.

Media, AIGC concept, ChatGPT concept trend is active, Kunlun Wanwei (300418SZ) rose 20%, and Wondershare Technology (300624SZ) rose 20%, Tom Cat (300459SZ) rose 1464%。

On the news side, on December 1, Kunlun Wanwei officially released the Tiangong Skyagents platform. According to reports, Tiangong SkyAgents is a leading AI agent development platform in China, based on the Kunlun Wanwei Tiangong model, with independent learning Xi and independent thinking ability from perception to decision-making, from decision-making to execution. Users can build their own single or multiple "personal assistants" through natural language.

The concept of Pinduoduo has strengthened again, and it is easy to click the world (301171SZ) rose 1367%, Gravity Media (603598SH) rose 10% and is worth buying (300785SZ) rose 928%。

On the news side, Pinduoduo previously released its financial report for the third quarter of 2023, achieving revenue of 688400 million yuan, an increase of about double compared with 35.5 billion yuan in the same period last year. Behind the sharp increase in revenue and profit, it is not unrelated to the growth of transaction service revenue such as temu. Citi analysts expect Temu's GMV to reach $18 billion in 2023.

The education sector also strengthened, with Kede Education (300192SZ) rose 1227%, Onlly Education (600661SH), China Hi-Tech (600730SH) rose 10%.

On the news side, recently, the Shenzhen Institute of Advanced Technology of the Chinese Academy of Sciences and Shenzhen United Information Technology Co., Ltd. jointly promoted the deep integration of "AI + education", signed a contract to establish a joint laboratory of "educational artificial intelligence", and has launched a series of artificial intelligence education products.

The CITIC ** research report pointed out that the combination of education and AI will be one of the important directions for the development of the industry in the future, and players with advantages in technology, content, and data among domestic players are expected to take the lead. Among them, the leading education and training companies have significant advantages in teaching content, student data and understanding of teaching scenarios.

On the list of decliners, Changan Automobile Concept, auto parts, etc. weakened, and Weitang Industry (300707SZ) fell 1215%, Riying Electronics (603286SH) fell 10%, pork, traditional Chinese medicine, beverage manufacturing, etc. also weakened, and New Hope (000876SZ) fell 88%, Datang Pharmaceutical (836433BJ) fell 88%, Luzhou Laojiao (000568SZ) fell 265%。

Author: Flying Fish

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