The game is bearish!Today s evening s six major news is in full swing 12 24 !

Mondo Finance Updated on 2024-01-30

1. The National Press and Publication Administration: The Measures for the Administration of Online Games (Draft for Solicitation of Comments) aims to promote the prosperity and healthy development of the industry.

The new return of the game can be said to have come very suddenly, directly smashing Hong Kong stocks and game companies, and now it is only the "Draft for Comments", if it is later, once this measure is implemented, it will not only affect its user retention, but also affect the flow of water, in the short term, for those companies with a large proportion of recharge income, especially small companies, the blow is greater. In order to attract new users and retain users, most of the games on the market have preferential settings for daily login, first recharge, continuous recharge, etc., which is negative for the technology sector, the game sector and Hong Kong stocks in the short term.

Second, it's too rare!40 billion lasts**!ETFs have had net inflows for 5 consecutive trading days.

The Shanghai Composite Index fell 0.0 percent last week94%, the Shenzhen Component Index fell by 175%, the GEM index fell by 123%。However, from the point of view of the flow of funds in the ETF market, the funds are still continuing, the more they fall, the more they buy, and the net inflow has been 5 consecutive trading days, such as the average price of the range, the net inflow of funds this week has reached 40 billion yuan, just look at this kind of news, don't take it seriously, what how many billions of funds**, A shares are sold to you directly!I can't buy it at all, I can't buy it all, 40 billion ** has no waves at all, and it has fallen by dozens of points, all of which have been suffocated.

3. 85% of container shipping companies suspend the Red Sea route The industry has seen a jump in freight rates and a cabin is hard to find.

Affected by the Red Sea region, the freight rate of the Asia-Europe and other routes in the transportation market has been sharply **, driving the composite index **148% to 125499 points. According to a report released by the Ningbo Shipping Exchange on December 22, 85% of the container ships have notified the suspension of cargo on the Red Sea route. A small number of flights are hard to find, the market booking freight rate has jumped sharply, and the Red Sea route index released by the Ningbo Shipping Exchange is also higher than last week**1619% to 36495 points.

The news of the weekend shipping continues to ferment, although the adjustment last week, but the trend of the related shipping sector is relatively strong, the problem of the Red Sea is not solved, the shipping index will continue to rise, but everyone should pay attention to the risk of chasing up, once the wind is calm, shipping will return to the first place.

Fourth, the photovoltaic "strongest involution in history": the first half of next year or the most fierce fighting.

Now in fact, not only the photovoltaic industry is rolling in, other new energy and other industries are rolling, no roll has no food, photovoltaic and new energy sectors have fallen for more than 2 years, and now in the short term, there is not much room for a large number of times again, but the rise is only over-falling.

5. Six well-known ** managers look forward to 2024: A-shares are expected to be ** upward Strategically remain positive and optimistic. Under the premise that the policy is landed, the market has bottomed out, and the funds are actively flowing in, the prospects for next year are optimistic.

6. National Bureau of Statistics: In mid-December, live pigs (foreign ternaries)** increased by 3 compared with the first half of the year6%, approaching the arrival of the Spring Festival and the peak consumption season, the first pork is expected to further rebound, which will play a positive role in promoting the listed companies in the pig breeding industry chain.

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