First, after the holiday, the sectors continued to decline, only the attractions and tourism barely maintained, **001%。The ratio of constituent stocks is 5:17, and Dalian Shengya and Changbai Mountain have daily limits.
As the outpost of the Spring Festival ** week, the tourism market is still hot during the New Year's Day, and ice and snow tourism has become a hot trend. With the success of Harbin as an Internet celebrity tourist city and the arrival of a new wave of cold air, the popularity of ice and snow tourism is expected to continue until around the Spring Festival. It is estimated that by 2025, the total scale of China's ice and snow industry will reach 1 trillion yuan, and it is expected that the number of tourists and tourism consumption in the 2023-2024 ice and snow season will usher in rapid growth, which is expected to drive the rapid development of the ice and snow industry. **The enthusiasm of the relevant sectors continues to ferment.
2. UBS: At present, the pricing of A-shares is wrong, and it is difficult to find 8 times PE investment opportunities in the world.
UBS said that the current ** valuation is too cheap, the MSCI China Index PE is only 8 times, and there is still 15% ** potential this year. The main reason for being constructively optimistic about Hong Kong stocks is that the proportion of foreign investors in Hong Kong stocks is very low. In the future, the Fed's interest rate cut will promote the inflow of foreign capital. The profit growth rate of the Internet sector of Hong Kong stocks was as high as 23%.
UBS is the world's largest wealth manager. In the past few months, there has been a large outflow of foreign capital, and there has been an inflow recently. But it can't stand the domestic capital smashing every day. As a result, foreign capital flowed out again yesterday. No matter what they say later, the key is to see what they do. If foreign capital can continue to flow in, it will certainly play a certain role in stabilizing the country.
3. Ministry of Commerce: In 2024, it is necessary to coordinate the expansion of domestic demand and the deepening of supply-side structural reforms, and coordinate the comprehensive revitalization of new urbanization and rural areasIn 2024, it is necessary to build the brand of "Invest in China" and relax the access to foreign investment.
4. From January 2, 2024, the Shanghai Stock Exchange will take emergency regulatory measures against the ** accounts under the names of relevant investors in accordance with the regulations.
After investigation, the above-mentioned abnormal trading behavior seriously disrupted the normal trading order of the market, and the circumstances of the illegal acts were serious. After the review of the Disciplinary Committee of the Shanghai ** Stock Exchange, it was decided to publicly reprimand Fujian Port Group Co., Ltd. and implement restrictive disciplinary punishment on the ** accounts of Fujian Port Group Co., Ltd. and its four subsidiaries. Trade for six months. The above-mentioned disciplinary decisions will be recorded in the *** market integrity file. At the same time, the Shanghai Stock Exchange ordered Fujian Port Group Co., Ltd. to make a public statement, conduct regulatory interviews, and require relevant entities to submit a letter of commitment for compliance transactions.