A -share evaluation: nearly 2% integrated die -casting decline in GEM

On August 3, the three major indexes fell in the afternoon. As of the closing, the Shanghai Index fell 0.71%, the Shenzhen Index fell 1.14%, the GEM index fell 1.86%, and the overall turnover of the Shanghai and Shenzhen cities was 1115 billion yuan. More than 3,000 stocks in the two cities fell, and the northbound capital sold 1.093 billion yuan throughout the day.

In terms of sectors, national defense military workers, semiconductors and components such as components have risen, and integrated die -casting, perovskite batteries and other sectors are green.

On the disk, the semiconductor and component sector continued to rise in the afternoon, and Huada Jiutian rose more than 15%. The concept of the car of the car integrated die -casting has fallen down, and Chunxing Seiko, Mingke Smart Technology, Ruizhen molds, Heili Technology falls, Wencan, Takopu Group, Guangdong Hongtu, etc. followed.

Cinda Securities pointed out that the fourth batch of versions of the version number strengthened normalization expectations. The version number normalization boosted market confidence, and the rhythm of the new tour has brought performance increase normally. We are optimistic about the normalization of the game version number: After the normalization, the supply of content in the game industry has stabilized, the industry growth is repaired, and the key products are catalyzed by Davis double -click. At the same time, with the coming of the summer, the player's online duration and payment situation will be significantly improved. In addition, the pace of the game is accelerating, and it is expected to break the downturn. At present, the valuation center of the A-share game company from 22-23 is 13X/11X. The valuation repair plus the basic direction of good expectations, which is good for the game sector, and reiterate the key recommendation: Sanqi Mutual Entertainment, Perfect World, Gabit, Heart Enterprise Company, Heart Enterprise Company, Heartbeat Company, Heart Enterprise, Heart Enterprise Company, Heart Enterprise Company, Heart Enterprise, Heart Company, Heart Company, Heart Company, Heart Company, Heart Company, Heart Company, Heart Company, Heart Company, Heart Company, Heart Company, Heart Company, Heart Company, Heart Company, Heart Company, Heart Company, Heart Company, Heart Company, Heart Company, Heart Company, Heart Company. Baiao's family interaction, follow the leader of the game industry+valuation anchor Tencent, NetEase, other A -share Xinghui Entertainment, Baotong Technology, Yaoji Technology, Caesar Culture, Fuchun, Century Huatong, Giant Network, Kunlun Wanwei, Kunlun Wanwei , Kaiying Network, Electronic Network and Hong Kong Stocks Bilibili -SW, China Mobile Games, Celadon Games, Zulong Entertainment, IGG, Dream World and so on.

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