Today's market dynamics can be described as magnificent, like a colorful picture. Although the decline of the Shanghai Composite Index and ChiNext Index is not spectacular, a total of 61 companies in the two cities have fallen to the limit, which can be called the largest in recent times. This undoubtedly reveals that market sentiment has fallen to a freezing point. What is causing this?
Cloud games, mobile games, short drama games, online games, e-sports and other media stocks led the decline in the afternoon, with multimodal AI, software, and systemsand so on.
Well-known companies such as Sanqi Mutual Entertainment, Mingchen Health, and Gigabit have fallen to the limit, and related Hong Kong stocks such as NetEase, Tencent Holdings, and XD Company have also fallen sharply, and even many game ETFs have directly touched the fall limit. It's all related toNews of the "Measures for the Administration of Online Games (Draft for Solicitation of Comments)".Relate.
The media sector has been active again and again this year, especially since October, catalyzed by events such as skit games and multimodal AI,Become the strongest main line in the market
Under the empowerment of AI, the media sector has bothConsumer and technology attributes, the valuation of the sector has increased, bringing to the marketStrong structural opportunities.
However, the ebb and flow of high-standard board stocks in the early stage, as well as today's media diving, especially the sharp decline of the game leader with a market value of 100 billion, not only brought the collapse of the Hong Kong ** field, but also led to the collapse of the game theme in the A** field, and the number of falling limits is mainly fromMedia, AIand other fields.
They are profit-making chips, and their industry fundamentals are notNot weakened, not bad。Even under the influence of news, the industry may be headedHealthier, longer-lastingdirection. So, after a short fix, these ** still haveA chance to make a comeback
However, around 14:30,Cathay Gaming ETF frequently sees buy orders of more than 50,000 lots, the amount per 50,000 lots is more than 5 million yuan. This shows stillThere are funds to be optimistic about the market opportunities of game stocks, contrarian entry configuration.
PEEK materialAs one of the new themes that have been hot recently, in the context of other sectors going out, some funds have once again switched to PEEK materials.
However, today there are only in the plateHuami New Materials, Zhongxin Fluorine MaterialsThe 2 daily limit and ** increase are not as good as those of the previous days. This illustrates the fundingThe willingness to chase up and go long has weakened, may be the current weak market, to a greater or lesser extent.
Finally, the index is at the end of the sessionThere is a tail cocking action。** The decline in stocks narrowed, and the three major stock index indexes fell slightly, which indicates that in the afternoonThe impact of bearishness on A-shares is limitedIt is not excluded that there are fundsTake the opportunity to move into the heavyweight blue-chip space
Unfortunately, the market volume is not good, and it is difficult to pull up the blue chips, and there is a high probability that it will be pulled backTheme stocks led by media and AI
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