Reporter: Ye Feng Editor: Xiao Ruidong
The broader market rose and fell throughout the day, with the three major indexes all falling slightly. On the disk, new energy track stocks continued to rebound, among which lithium batteries led the rise, and stocks in the military, rare metals and other sectors fluctuated and strengthened.
In terms of ETFs, ETFs such as national defense and military industry and nonferrous metals rose more than 3%.
Some brokerages said that the military industry has experienced a long period of adjustment, and the valuation of the industry has returned to a historical low, and the current position has allocation value.
Looking forward to the future, the three subdivisions of the military sector have performance growth potential, the demand for domestic commercial aircraft is clear, military aircraft are expected to continue to increase, ships and cycles resonate, and satellite applications help domestic industrial upgrading. In the first 11 months of 2023, the domestic shipbuilding data continued to improve, and some shipping companies have recently signed large orders.
In terms of decline, game-related ETFs collectively fell to the limit, and media ETFs fell more than 9%.
On the news side, the National Press and Publication Administration issued the "Measures for the Administration of Online Games (Draft for Solicitation of Comments)", which mentions that online games must not set inducing rewards such as daily login, first recharge, and continuous recharge, and all online games must set user recharge limits.
However, some brokerages said that under the development of the emerging entertainment industry trend, superimposed on the development of AI technology to empower content production, the development prospects of short dramas, interactive film games and other industries are better, and the content value of high-quality IP copyrights is expected to be revalued.
In terms of ETF turnover, there are 39 ETFs with a volume ratio of more than 1.5 and a daily turnover of more than 100 million yuan today.
It is worth noting that the game ETF fell in the afternoon, attracting a large amount of funds to enter the market to buy the bottom, and the total turnover of the two game ETFs today exceeded 1 billion yuan.
In addition, CSI 300-related ETFs were actively traded today. The trading volume of CSI 300 ETF (510300), CSI 300 ETF E Fund (510310) and CSI 300 ETF (159919) reached 7.077 billion yuan, 2.38 billion yuan and 2.215 billion yuan respectively, with significant increases in the afternoon.
National Business Daily