You can also look at software and games for less rising sections

A -share size tickets are divided into a large and small ticket. The "topic engine" Huawei is about to release Hongmeng 3.0 news to successfully ignite multiple subject matter such as software, education, 5G and other subjects to make multiple atmosphere. In the afternoon, Great Finance and Liquor jointly guarded the Shanghai Index to push the Shanghai Index to warn, but foreign capital did not flow out of the unilateral. Over 3,300 shares rose throughout the day, there were hundreds of daily limit stocks, and the market sentiment was relatively split. As of the closing, the Shanghai Stock Exchange Index rose slightly by 0.04%at 3279.43 points, the Shenzhen Stock Exchange Index fell 0.3%, the GEM index fell 1.77%, the science and technology innovation fell 0.7%; ; The city's transactions are less than trillion throughout the day, which narrowed for two consecutive days.

The northbound capital sold 9.859 billion yuan unilaterally, a new year high; of which the Shanghai Stock Connect was sold 5.795 billion yuan, and the Shenzhen Stock Connect was sold 4.063 billion yuan.

Data source: wind

As of April 2022, the number of Hongmeng equipment has exceeded 240 million, and more than 80 software and hardware products are passing compatibility evaluation, including 30+ development boards/modules, 8 software distribution versions, and 50+ commercial equipment. Rich categories. In addition to the C -end industrial chain such as mobile terminals, smart homes, and smart cars, it is currently accelerating the expansion of rich industry application scenarios, including industry, energy, and manufacturing.

The improvement of the new system is expected to further enhance the market share of the Hongmeng system. HarmonyOS3.0 system is about to be released, and it will usher in further upgrading in terms of fluency, multi -equipment interconnection, user care, etc. The life and death line with a market share of 16%of the Hongmeng system exceeded 16%of the life and death line, and it has gradually possessed capital with Android and iOS.

Since the beginning of this year, we have successively issued measures to support Hongmeng Industry to become bigger and stronger. On June 30, relevant departments in Shenzhen issued a notice on publicly soliciting "Shenzhen Municipal Measures on Accelerating the cultivation of the cultivation of Hongmeng Oula Ecology (Draft for Comment)" (hereinafter referred to as "" Several Measures "") Shenzhen builds the world's "city of Hongmeng Ora". According to the analysis of Minsheng Securities, the release of Hongmeng 3.0 will bring new opportunities to the entire technology industry, superimposed on the strategy of Huawei Legion, and the entire Hongmon Industry Chain and Huawei related partners are expected to usher in opportunities.

At present, my country is in the intersection period of industrial upgrading and domestic alternatives. With smart home, smart driving, and IoT volume, investors can continue to pay attention to software ETF (515230) and computer ETF (512720).

The game sector also performed on July 19th. On the one hand, the version number distribution tended to be normalized. On July 12, 2022, the July version number was issued by the relevant agencies. A total of 67 versions were issued this time, of which 61 mobile version numbers were issued. The company that obtained the version number this time is still mainly small and small game manufacturers, and the head company Tencent NetEase has not yet obtained the version number. At the same time, the interval of the approval time of the game version number has been shortened, and the number of online games has continued to increase. Following April 12 and June 7, the third online game version number was issued in China.

Although the preliminary industry supervision policy is still strict, under the support of multiple product lines, key companies have been effectively released, and many header game companies report to pre -happy. Among the top ten power heavy stocks of the game ETF, the company's performance in the first half of the year has achieved a significant increase in performance. Among them, the total net profit of the largest weight shares in the first half of the year is the highest, reaching 1.6 billion yuan to 1.7 billion yuan; the third major weight The net profit in the first half of the year increased by 330.84%-350.25%year-on-year, the highest increase.

The performance exceeded expectations, first of all, due to the return period of the product; in addition, due to the speedy of overseas business, the proportion of revenue continued to increase; in the end, the low base of the same period last year must be considered. The open source securities media team pointed out that the subsequent version number or normalized distribution will further eliminate the market's concerns about the long -term growth prospects of the game industry. Under the quantity control and the quality of the gaming company, the purchase volume competition or slowing down, and the long -term operation performance and profit margin stability of the game. Coupled with the increase in the reserve game after getting the version number and the increase brought by the sea, the performance of the head game company still has long -term growth, and the valuation and performance are expected to continue to be repaired. At the current low valuation, you can continue to pay attention to the game ETF (516010) and the Shanghai -Hong Kong Shenzhen ETF (517500).

We have previously mentioned in "Science and Technology Chips gradually crowded, paying attention to the early increase section" and "Liang Xing: ETF Investment Strategy in the Third quarter". After the popular science and technology growth track sector rebounded, the chips gradually crowded, and it may be in the third three. There are adjustments in the quarter, and you can pay attention to sections that have risen less in the early stage, such as film and television, infrastructure, building materials, etc. Software and games are also small -rising sections, and interested investors can also pay attention.

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