1. Seven departments including the Ministry of Industry and Information Technology have issued implementation opinions on promoting innovation and future industrial development.
This news involves super terminals, promoting breakthroughs in cutting-edge technologies such as GPUs and future industries. Domestic semiconductor substitution, as the basis of all high-tech, will also benefit. Pay attention to whether it can stimulate semiconductors, which have been seriously oversold recently. Compensate for the increased part.
2. He Lifeng: Promote the high-quality development of listed companies, enhance confidence, stabilize the capital market, and promote high-quality economic development.
This is generally good news, but at present, the market is not confident enough, not to look at the statement, only to look at the statement, only **substantially** can promote the recovery of new A-shares.
3. 451 listed companies repurchased shares to boost market confidence, and 11 shareholders of listed companies took the initiative to promise "no" Recently, the enthusiasm of listed companies to repurchase is high. According to the data, as of the press release of the Economic Information Daily, 451 listed companies have been acquired this year, and another 371 listed companies are implementing acquisition plans. Among them, Gree repurchased 3051 shares this year940,000 shares, with a cumulative repurchase amount of 98.7 billion yuan.
IV. Provincial-level data management departments are intensively listed, and the process of marketization of data elements is accelerated.
As a new factor of production, data has become a new driving force for economic development. Since the beginning of this year, data management departments in various provinces have been intensively listed, and Jiangsu, Shandong, Jilin and other places have also continuously introduced relevant policies to accelerate market construction, data element markets and the development of the digital economy.
Fifth, "King Ning" has enlarged his move! The results are in! Can gems still be saved?
Just now, the "Ningwang" era announced its 2023 performance forecast: it is expected that the net profit in 2023 will be 42.5 billion yuan to 45.5 billion yuan, an increase of 38 over the same period last year31%-48.07%。After reading this performance, do you feel that the ** investment philosophy of the A** field has really changed? Just passed the F10 and got the performance of "Ning Wang" in the past few years. In contrast, everyone knows that this must be a satisfactory annual report! I guess "Ningwang" previewing the annual report at this time is to enhance market confidence.
But to be honest, sometimes the a** field performs well and sometimes falls, because I am worried that if the performance is too good, it may not be so good next year, so it will fall! Average performance means that the performance is not as good as expected and will decline. If you're doing poorly, there's even more reason to say no. Market logic sometimes doesn't make sense.
6. Should it be? Everybody wants *** and not, but if you look at the valuations of food and beverage stocks, you get the impression that valuations are still high and that it's normal for the industry to be substantially larger.
According to the old society, the warehouses of food, beverages, and liquor were all small factories, and some of the food and beverages they produced, which could be found everywhere on the streets, were not scarce, nor industrial, and had a high value. And banks are like old bank accounts, they are all played by the Monopoly, and they are not opened like small workshops. But bank stocks were valued at less than a third on Tuesday. So, it's either food and beverage stocks** or bank stocks**, although investors favor food and beverage stocks, which are worth up to twice as much as bank stocks.