First, the blockbuster news: Zhejiang businessmen spent a huge amount of money to acquire the national capital!A-shares ushered in a new round of **storm!
The news of Zheshang's acquisition of Guodu is good for the brokerage industry and investors, and is expected to promote the healthy development of the capital market and more mergers and acquisitions, thereby providing more investment opportunities. At the same time, this event also demonstrated the activity and innovative spirit of the capital market, thus stimulating the market's expectation of more mergers and acquisitions.
Second, the black swan event in the pharmaceutical market has formed a negative phenomenon for the biomedical industry.
With the release of these negative factors and the improvement of the domestic pharmaceutical industry, the pharmaceutical industry will usher in an inflection point of recovery in 2024, and the policy, performance, and valuation will bring improvements. As the mainstay of the pharmaceutical market. Important development direction, of which AD and ** market are the direction that many institutions are optimistic about. This year, listed companies in the relevant industrial chains in both directions of the A** field have performed well, and will continue to take over this baton and run forward in 2023.
3. Since the beginning of this year, Hong Kong stocks and A-shares have seen strong adjustments.
Valuations in both markets are historically relatively low. As of December 8, the scale of repurchase of A-share listed companies has exceeded 50 billion yuan this year. The repurchase scale of companies listed on the Hong Kong Stock Exchange exceeded 50 billion yuan, and the cumulative repurchase amount this year exceeded 110 billion Hong Kong dollars. Historically, every time a buyback occurs, the stock index is at the bottom of the market, and valuations are suppressed to the extreme, creating greater opportunities. Therefore, judging by the buyback as a bellwether around 3000 points, this is not the case this time. The advice is too pessimistic. Despite a brief storm, the weather eventually cleared.
Fourth, the existence of e-commerce: a challenger or a partner of the real economy?At the national level, they have expressed their support for the development of e-commerce.
Imagine, in this era of information and digitalization, who will close an industry that provides employment, encourages consumption, and encourages the development of logistics?E-commerce has revolutionized everything.
Recall that before the popularity of online shopping, buying goods was not as convenient as it is now. It takes a lot of brainpower and energy to compare prices, select products, and even return and exchange goods. However, since the emergence of giants such as ** and JD.com, shopping has become an entertainment activity. Abolishing e-commerce to save the real economy is only a palliative, not a cure. The two sides must learn from each other Xi and promote each other. After all, in this era of diversified consumption, whoever can keep up with the trend will have the last laugh.