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Furui: The internet-related industry is at the beginning stage of a new cycle, and science and technology enterprises with 3 major characteristics will take the lead.
The investment sentiment in Chinese network technology stocks has improved. Zhuang Yaohong, Director and General Manager of the Internet and Media Industry Research Department in the Asia-Pacific region of Fuli, stated that the internet industry is entering a new period, with profit growth potential, leading market position, and companies benefiting from policies starting to apply the PEG (Price/Earnings to Growth) valuation method, driving the stock price breakthrough.
Daily Bull and Bear | Unafraid of the weakening of Hong Kong stocks, the Hang Seng Index saw a net inflow of nearly 0.1 billion Hong Kong dollars; zte rose more than 10% against the market, with multiple call options earning twice the profit.
At the close, the market turnover was 204.34 billion Hong Kong dollars, with a total turnover of 16.04 billion Hong Kong dollars for all warrants, bull and bear certificates, accounting for 7.8% of the market turnover. Among them, the proportion of long positions is 5.4%, while the proportion of short positions is 2.5%.
In "Dah Sing", Lyon raised its target price for Trip.com (TCOM.US) to $77, reflecting strong demand for travel in China.
Lyon released a research report stating that although the base number was higher in the same period last year, China's travel demand in the third quarter of this year remains strong. During the summer vacation, domestic travel volume increased by 8% year-on-year, while during the National Day holiday, it increased by 6% year-on-year. Outbound travel has also recovered to about 80% of the same period in 2019, with Ctrip-S (09961.HK)(TCOM.US) leading in the industry. Lyon predicts that Ctrip's third-quarter revenue will grow by 13% to 15.6 billion RMB year-on-year, while adjusted EBIT is expected to increase by 17% to 5.2 billion RMB year-on-year. It is noted that despite the price decrease in hotels during the period, the platform under the group Trip.
Express News | Liang Jianzhang proposed to give 0.1 million yuan to each newborn baby, "The only thing we lack is children".
10 trillion debt-for-equity swap, real estate tax policies will be introduced in the near future... One article to understand the NPC press conference
Starting from 2024, China will allocate 800 billion yuan from the annual increase in local government special bonds for five consecutive years, specifically for debt restructuring, with a cumulative potential to replace 4 trillion yuan in hidden debt. In addition, with the 6 trillion yuan debt ceiling approved by the National People's Congress Standing Committee this time, it will directly increase local debt resources by 10 trillion yuan.
Open Source Securities: Powering up for a new round of ice and snow season, seize the momentum of ice and snow tourism/ice and snow industry potential release
The 2025 Harbin Asian Winter Games are about to be held, and top ice and snow events are expected to boost the attention and participation enthusiasm of the q&m dental towards ice and snow.