Buffett accelerates the reduction of BYD! This direction may become mainstream next week (there are related stocks at the end)-clevelanddrifters.com

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Buffett accelerates the reduction of BYD! This direction may become mainstream next week (there are related stocks at the end)

time：2023-01-28 16:44:07 source：clevelanddrifters.com author：Hot industry

Buffett accelerates the reduction of BYD! This direction may become mainstream next week (there are related stocks at the end)

After China Merchants Group obtained the financial holding license, among the applicants, only China Everbright Group and China Wanxiang Holdings Co., Ltd., who submitted applications in June 2021 and January 2022, have not yet obtained the license. After submitting the application, China Merchants Finance Investment Holdings completed the capital increase on January 19, 2022, and the registered capital increased from 7 billion yuan to 17 billion yuan in one fell swoop, which means "grass and grass first". It is reported that the core institutions of China Merchants Financial Holdings include China Merchants Bank, China Merchants Securities, China Merchants Renhe Life, China Merchants Insurance, China Merchants Leasing, China Merchants Ping An Assets, China Merchants Haida, China Merchants Venture Capital and China Merchants Capital. The data shows that in the first half of 2022, the net profit of China Merchants Finance business reached 73.3 billion yuan, a year-on-year increase of 5.7%; the total asset scale was 10.4 trillion yuan, and the AUM under management exceeded 19 trillion yuan. In addition, China Merchants Finance invested more than 15 billion yuan in science and technology last year, with more than 11,000 scientific and technological personnel, and accumulated more than 300 invention patents. For the stock market, China Merchants’ acquisition of the new financial holding license is definitely a major benefit to the securities business sector. The most direct benefit is China Merchants Securities of the China Merchants Department: In addition, Everbright Securities, a brokerage stock of Everbright Group, which has not yet obtained a license, can also Pay attention. Investment Opportunities Satellite Communications (Beidou Navigation) On Friday, the recovery of ultra-short sentiment was obvious. In early trading, the market's high-standard Huanrui Century 400,000-hand large order was sealed, setting the general tone of the day's ultra-short emotional recovery. After the market opened, 3D Communications quickly reversed the daily limit, which led to the rapid return of funds to the satellite communications sector. As of Friday's close, the daily limit of satellite communications concept stocks exceeded more than 20. Next week, if the index stabilizes and rebounds, as a new theme of satellite communication that resonates with the index, we will naturally attach great importance to it. Next, I will briefly talk about the investment logic of the satellite communication sector: news. Yu Chengdong recently revealed that the Huawei Mate 50 series will have the technology of "piercing the sky upwards" in communication. Some people in the industry speculate that the technology hinted by Yu Chengdong may be that the Mate50 realizes satellite communication earlier than the iPhone. It is understood that the Huawei Mate 50 series, which will be released on September 6, will have "satellite communication capabilities", and emergency text messages can be sent through the Beidou satellite system in places where there is no network. In addition, Apple recently officially released an invitation letter. The official announcement will be officially held at 1:00 am Beijing time on September 8th. The autumn new product launch conference will be launched at that time. At that time, the new iPhone 14 series will be released. Some market participants expect that the iPhone 14 may support satellite communication. On August 26, Tesla CEO Elon Musk said that the second generation of Starlink satellites will be connected to mobile phones. In addition to Huawei, Apple mobile phones may support satellite communication functions. From September 20th to 22nd, the China Beidou Application Conference will be held in Zhengzhou, which will also stimulate the hype of the Beidou navigation sector. policy. At present, satellite Internet and 5G, Internet of Things, Industrial Internet and other communication network infrastructures have been listed as a new type of infrastructure for national key development. With the gradual improvement of its software and hardware level, the market demand will also rapidly expand. Satellite communication can solve the problems of insufficient ground communication coverage, and plays an important role in disaster emergency communication and military defense. Therefore, the development of satellite communication has extremely important strategic significance. Zheshang Securities pointed out that the satellite communication industry chain can be divided into three major links: upstream satellite manufacturing, satellite launch, ground equipment; midstream satellite operations and services; providing technical and data support for downstream businesses, involving many fields of business, mainly Including mass consumer communication services, satellite fixed communication services and satellite mobile communication services. From the perspective of short-term #stockmarketanalysis#, next Monday will focus on 3D Communications and Waveguide shares. These 2 votes are normally expected to be sealed with a million-level order. If these 2 votes are really big orders, "One word", you can choose "1 to 2" or "2 to 3" for the satellite communication concept stocks to relay; if the three-dimensional communication and the waveguide shares fail to block the single word, this theme should be carefully involved.

(Responsible editor：Market analysis)

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