Summary and analysis of major news of A shares on Tuesday, December 12

Mondo Finance Updated on 2024-01-29

1. Brokers. Zheshang ** made the acquisition of Guodu**, the integration of industry mergers and acquisitions is expected to accelerate, optimistic about the theme opportunities of mergers and acquisitions in the brokerage sector, which is good for Founder**, Zheshang**, Cinda**, CICC, China Galaxy, Hualin**, etc.

Second, the digital economy.

On January 1, 2024, data assets will be included in the table, and the market expects that content such as detailed rules may be introduced before entering the table, which is good for Radio and Television Yuntong, COSCO Shipping Branch, Zero Point Numbers, Shenzhen Sanda A, Jiuyuan Yinhai, etc.

3. Reform of state-owned enterprises.

Since December 1, China Guoxin announced that it would increase its holdings in the central enterprise technology index ETF and will continue to increase its holdings in the future, the total turnover of the ** in the past 7 trading days has exceeded 1.9 billion yuan, which is good for COSCO Shipping Technology, Shensanda A, Sichuan Jinding, Cultural Investment Holdings, Nanjing Public Utilities, etc.

Fourth, the cold wave.

In the next 10 days, under the influence of the cold wave, the average temperature in most parts of China will turn 1 to 3 degrees Celsius lower than normal, of which the sky will be lower than 4 degrees Celsius in North China, Huanghuai and some parts of Northeast China. Good, Jincai Interconnection, Nanjing Public Utility, Water and Gas, Jingneng Heating, Dalian Thermal Power, etc.

5. Film and television media.

The movie twinkled and shining, breaking the record of 70 million pre-sales of Chinese film and television domestic films the fastest, which is good for Tianyu Digital, Shanghai Film, Zhewen Film, Huace Film and Television, Happy Blue Ocean, Beijing Culture, etc.

6. Games.

Recently, the party game Dream Star announced that it will be launched on December 15, and it also officially announced the incentive plan with a total investment of 1.4 billion yuan in the first phase, which is good for Sanqi Mutual Entertainment, Shengtian Network, Baotong Technology, Palm Fun Technology, Tom Cat, Evergrande High-tech, etc.

7. MR Apple will officially mass produce the first-generation MR product Vision Pro in December this year, with the first batch of about 400,000 units, which is expected to be officially launched at the beginning of next year. Good for Emdoor Information, Shuangxiang Shares, Wufang Optoelectronics, Roman Shares, Hengxin Oriental, etc.

8. AI with gen-2 and pika1With the rapid emergence of multimodal models such as 0Gemini, the trend of multimodal global large models is becoming increasingly significant, which is expected to accelerate the implementation of AIGC applications. Good for Tianyu Digital, Suzhou Keda, Wangda Software, Xuanya International, Danghong Technology, Wanxing Technology, etc.

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