West Ham United VS Arsenal

After West Ham lost to Everton at home last season, the league suffered two consecutive defeats. The team’s recent performance is really not safe, and it is still difficult to resist when facing the league’s strong teams. At present, it ranks 9 th in the league. West Ham United’s offensive output is acceptable, but the stability of the team’s defense is still insufficient. After Arsenal’s victory over Sheffield United, the league remained unbeaten, and the team is currently ranked second in the league. Arsenal’s offensive output is very strong, and the stability of the defense line is also worthy of praise. Recently, it has been able to score zero opponents in many games.

West Ham United’s overall strength is relatively limited, the team’s recent stability is not high, and the main battle performance is not safe. The Arsenal League has guaranteed unbeaten record so far, and the team’s historical achievements have crushed opponents, so the psychological advantage is very obvious. This time, the team is a guest to challenge their opponents, and I believe that they still have the ability to win from the away game.

Everton VS Burnley

Everton beat West Ham United in the last league. The team’s recent achievements are relatively erratic, showing a plum blossom pile, but its winning ability has indeed improved, and it is currently ranked 15th in the league. Everton’s offensive and defensive ends have also improved to some extent recently. Burnley lost to Bournemouth in the last league, and the league suffered another three-game losing streak. So far, the team has only won one victory, ranking only 19th in the league. Burnley’s offensive output is relatively weak, and the defensive end can be said to be full of loopholes.

Everton’s recent performance is indeed unstable, and the team has no strength against the strong teams, but its winning ability has indeed improved in the face of the weak teams in the league recently. The performance of Burnley, the opponent, continued to be sluggish, and recently suffered a three-game losing streak. This time, Everton is sitting at home to meet the challenge of the weak team, and I believe that I still have the ability to successfully win the opponent at home.

Bournemouth VS Liverpool

Bournemouth defeated Burnley at home in the last league, and finally won the first victory in the league. However, the opponent is really a weak team, and the gold content is really not high. At present, it still ranks 17th in the league. Bournemouth’s front line output is insufficient, and the loopholes at the defense end are not small. Liverpool beat Nottingham Forest at home last season, and the league won two consecutive victories and three unbeaten games. The overall performance of the team has once again strengthened, and it is currently ranked fourth in the league. Liverpool’s offensive output is stable and the defense strength is constantly strengthening.

Bournemouth’s overall strength is very limited, the ability to fight hard is also insufficient, and there is no advantage at home. After all, Liverpool, the rival team, has recently returned to the right track after losing the game unexpectedly, and the stability of both offensive and defensive ends is constantly improving. In addition, Liverpool’s historical achievements have crushed their opponents, and even if they are a guest, they are not afraid.

Manchester United VS Newcastle United

Manchester United lost to the opponent in the last Manchester derby, and was hit by the strong team after winning two consecutive victories. However, the team has won several victories in the near future, and its overall performance has improved. At present, it ranks eighth in the league. Manchester United’s offensive and defensive stability needs to be strengthened. Newcastle United drew away with Wolves in the last league, and the league remained unbeaten in six rounds, but the winning ability was still insufficient, and it is currently ranked sixth in the league. Newcastle United’s offensive output is strong, but the defensive end often has problems.

Manchester United’s domestic and foreign troubles are serious, and the recent achievements and performance of the team are indeed not stable enough. However, as for Chi Hah, he still needs to strive for victory in every game to stabilize the morale of the army. Newcastle United’s overall performance has been stable recently, but its winning ability has indeed declined. In addition, the team’s winning ability in guest games is indeed insufficient. This time, the Red Devils welcomed their opponents at home, and I believe there is still a chance to successfully win their opponents.

Chelsea VS Blackburn

Chelsea lost to brentford at home last season, and the unbeaten game in three rounds of the league ended. Losing the game is really unacceptable, and it is only ranked 11th in the league at present. Chelsea’s offensive output suffered another zero, and the defensive end of the last two league games also lost 2 goals per game. Blackburn lost to Swansea at home in the last league, and its three-game winning streak ended. It is rare for the team to win a winning streak in the near future, and the last game was also ended by opponents. At present, it ranks 12 th in the British Championship. Blackburn’s offensive output is also not stable enough, but fortunately the defense strength has improved recently.

Chelsea’s defeat on the road to the Northern Expedition was indeed a blow to morale, but this time the team ushered in a lower-level league opponent, which was also a rare opportunity for the team to snatch victory and revive morale. Opponent Blackburn rarely won a winning streak recently, but the stability is still insufficient. The last game was terminated by the opponent, and the efficiency of the team’s offensive end really needs to be strengthened. This time, Chelsea played at home to meet the challenge of Championship team Blackburn Rovers. I believe it is not too difficult to win the opponent.

Dortmund VS Hoffenheim

The recent performances of both sides are relatively stable, but Dortmund’s achievements in the past battles have crushed opponents, and their psychological advantages are very obvious. This time, I took a strong home game against my opponent, and I believe I still have the ability to continue my outstanding achievements.

Frejborg VS paderborn

Although Frejborg’s performance is erratic, he has a strong ability to score points in the main battle. Paderborn, the opponent, is a team in the middle reaches of German B, and its overall strength is relatively limited. I’m afraid it’s very difficult to be a guest and challenge Frejborg.

Hertha Berlin VS Mainz

Hertha Berlin’s current situation is erratic, but it is good to win more and lose less, and at the same time, the main battle ability is not weak. Although the opponent Mainz is a high-level league team, the team’s performance so far has not been satisfactory. This time the two sides met, Hertha Berlin still had a chance to defend the unbeaten home.

Udinese VS Cagliari

Udinese’s winning ability is limited, but his recent performance is fairly safe. Although the opponent Cagliari won the first victory in the league in the last campaign, the overall stability is still insufficient, and at the same time, the ability to fight is not good. This time, Udinese is at home, and I believe he still has a certain advantage.

The modern history of China began in 1840. Before that, China society was a feudal society. After that, great changes have taken place in China society, which gradually became a semi-colonial and semi-feudal society.

In 1840, Britain launched the Opium War of aggression against China. After this war, capital-imperialism launched many wars of aggression against China one after another, such as the Anglo-French Allied War in 1957, the Sino-French War in 1884, the Sino-Japanese War in 1894, and Britain, the United States, Germany, France, Russia, Japan, Italy and Austria Eight-Nation Alliance in 1900. After defeating China by war, these invaders forced China to sign many unequal treaties, occupied many territories in China, and gained many economic, political and military privileges. They arbitrarily stationed troops in China, set up factories and banks, controlled customs, foreign trade and trade ports in China, preached, ran newspapers, set up schools and carried out other cultural invasions at will, and so on.

In order to suppress the resistance of the people in China, the invaders also colluded with the reactionary feudal rulers in China, making the feudal landlord class in China the mainstay of their rule in China. In this way, China has gradually changed from an independent country to a semi-colonial country. A modern history of China, that is, the bloody history of imperialism invading China and enslaving the people of China.

In the feudal society of China, the self-sufficient economy combining small-scale agriculture with handicraft industry occupied the main position. At that time, farmers not only produced the agricultural products they needed, but also produced most of the industrial products they needed. The commodity economy was underdeveloped. After the Opium War, the feudal economy was destroyed under the impact of foreign capitalism, farmers and craftsmen went bankrupt in large numbers, and the commodity economy developed. While the feudal economy was destroyed, a new economic relationship emerged, that is, capitalist economic relationship.

With the emergence and initial development of capitalist economy, in addition to the original landlord class and peasant class, two new classes have emerged in China society: the bourgeoisie and the proletariat. China society is not a complete feudal society, but a semi-feudal society. However, the purpose of imperialist aggression against China is to turn China into a colony, not to turn China into a capitalist country. They colluded with the feudal forces to oppress and hinder the development of capitalism in China. Therefore, in China society at this time, the feudal exploitation of peasants by the landlord class was still preserved, and the feudal relations of production still occupied a significant advantage. Under the double oppression of imperialism and feudalism, China’s economy and politics have never developed and progressed, and the people of China, especially the peasants, are getting poorer day by day. They live a cold and hungry life and have no political rights.

In this way, after the Opium War, China changed from an independent feudal country to a semi-colonial and semi-feudal country ruled by China feudal forces, and embarked on the road of colonization day by day.

From the time the foreign invaders launched an armed attack on China, the heroic and unyielding people of China also started their struggle against foreign invaders and feudal forces. The Opium War, the Taiping Heavenly Kingdom Movement, the Sino-French War, the Sino-Japanese War, the Reform Movement of 1898, the Boxer Rebellion and the Revolution of 1911 were all glorious struggles against foreign aggression in China’s modern history, which showed the great heroic struggle spirit of the China people against imperialism and feudalism. Therefore, the modern history of China is also a glorious history of China people’s indomitable resistance to imperialist aggression and feudal rule. (Rufeng)

It’s been eight days since the Tokyo Olympic Games ended.

The national team won 38 gold medals, 32 silver medals and 18 bronze medals, which made us feel the strength of our motherland.

The athletes who returned to China for isolation have never been idle.

Trampoline champion Zhu Xueying took a yoga mat and a yoga ball with her, and even set up a mini trampoline beside the bed. I have to say, it was a champion.

Li Fabin, a weightlifting champion, practiced handstand with only two boxes of water, as if in a gym.

Wang Shun, who won the 200-meter medley, squatted and stood up without any equipment …

As long as people who really want to exercise, not to mention that there is no venue and no equipment, it is the most difficult isolation period, so it does not hinder.

Don’t blame netizens for commenting:"In the future, my unconditional excuses for exercising at home are gone."

We have long known that we are often beaten in the face. Many times we are tired, stressed, and have a headache and brain fever, which are just rhetoric and have nothing to do with the exercise itself.

The hardest thing about exercise is not the process of doing it, but the decision to do it.

When you really start exercising, you will find that it is too cured!

A while ago, there was a way to exercise while playing mobile phones on the Internet:

You can lie on your stomach and lie down, paralyzed in various positions, as long as you move your legs, it looks relaxed.

But the people who really tried it said this:

"I don’t want to move after two moves. I want to play with my mobile phone quietly."

"As soon as I lie in bed, I really don’t want to move."

"I have to raise my mobile phone, my arm is too tired …"

It doesn’t take long or much trouble to exercise in a down-to-earth manner. On the contrary, the more you think about being lazy and don’t want to move, the harder it will be to move in the future.

Sometimes, fatigue is not the amount of activity, but perhaps nothing.

Sometimes, it is not because you are tired that you lie down, but because you lie down.

Fatigue and burnout have long been a modern disease.

I have seen a post: "What kind of experience is it to exercise for an hour every day?"

Answer that the Lord goes to work normally every day, and he is indescribably tired, even when he returns home.

He is introverted. He can either go to the bookstore on weekends, play games, and occasionally get together for dinner, all of which can be done for half a day.

However, his physical foundation is already thin, and with high-intensity work, it is almost impossible to cope easily.

Until he made up his mind and set himself an exercise plan.

Practice bench press, back pull and leg flexion and extension.

There is an action called Dumbbell Flying Birds, which requires lying on a stool, stepping on the floor with two feet and reaching out with dumbbells in both hands. It is very standard to do it.

He persisted for 10 months, got rid of fat and got abdominal muscles, and the whole person changed.

The diet is more and more regular, and when I get home every day, my face is no longer tired.

After exercising, I found that those things that once tired him to death were nothing more than that. Besides work, I could do things I like, fall in love, and do a lot.

It used to be said that if you don’t die, you won’t die, and if you don’t shout tired, you won’t be tired. Later, I found out that those tired reactions are all your real physical state.

Enough physical strength, fatigue won’t last long.

Never stop until you like sports.

When you feel the thrill of exercise, you don’t want to stop, especially when you taste the sweetness.

After all, this is the best relaxation.

People who exercise for a long time can easily understand:My brain has become clear.

This is not a coincidence, but a necessity.

A study in the United States shows that,

Middle-aged people do 75 minutes of moderate and high-intensity exercise every week, which is very effective in promoting brain health and maintaining brain structure.

The risk of brain lesions and cerebral infarction in old age will also be greatly reduced.

The most direct benefit is to do things more smoothly.

The amount of information we receive every day is huge, which is difficult for our brains to digest.

When reading a book, I can’t concentrate. After watching a small video for 3 seconds, I unconsciously want to cross it away, let alone really meet something, which requires deep thinking.

The brain is like every part of the body. If you use it too hard at a time, it will strike.

It will become stronger with constant exercise.

Tao Hong, an actor, accidentally entered the show business at the age of 22. He just made a play and was admitted to the Central Academy of Drama with full marks. She is the first student to get full marks in Chinese opera.

Before she was 30 years old, she became the winner of the Golden Rooster Award and the China Watch Award.

When she retired, she was silent. Two years ago, a film "Little Joy" became a big fire again. Even Bo Huang praised her: "She is a very smart person."

She was on the synchronized swimming team when she was very young. Even after retiring as an actress, she often practiced water yoga. Pilates, morning running, never broken.

After exercise, everything is easy to do.

If you don’t think it’s enough, you can look at Academician Zhong Nanshan, now 85 years old, who is still fighting against the epidemic when Delta virus spreads.

He fought against SARS at the age of 67 and studied COVID-19 in recent two years. His mind never stopped.

In these years, he is either treating people or on his way to treat them.

He also exercises three times a week for decades to make his brain run at high speed.

Even when he is on a business trip, he will take a stretcher and do some simple exercise. There are dumbbells and treadmills at home, and everything is available.

There is no one with a simple mind, developed limbs and a truly developed mind, and the limbs will never be simple.

Envy others’ Excellence, envy others’ ease, but I don’t know that kung fu is behind me.

Living clearly and working clearly are all in sports, which has created a strong mind.

The exercise you are doing now has surprises waiting for you in the future.

When a person is tired physically, he can rest, his brain is tired, and he can relax, most afraid of being tired.

Your state of mind directly determines your state.

Psychology has long been studied, and people who exercise regularly are much less likely to suffer from depression.

For everyone who works hard, the mentality is something that can be adjusted.

Some netizens shared her experience when she was unemployed, and she could collapse at any little thing.

A colleague who squeezed her out everywhere before leaving her job was promoted to the leadership. She was treated as an idiot and made a particularly unpleasant noise before leaving.

She was depressed for a time, so she didn’t look for a job. She was too scared to sleep at night and had to turn on the light.

Occasionally drinking with friends, and staring at the ceiling all night when I come back, I repeatedly doubt myself.

At that time, there was a reality show in the workplace on TV. In the camera, the boy asked the leader, "Am I really bad?"

She sat on the sofa and immediately burst into tears.

It was really difficult to start exercising. She got up the courage to run downstairs, climbed the stairs back and forth with her fat, and soon she gasped and often felt depressed.

Slowly, she began to adapt, increased exercise and went to the gym to practice.

She finally came out of the emotional black hole, and she could meditate by herself, find something to do, and began to enjoy the loneliness of doing nothing every minute.

Even the diet became regular, and she began to cook rich meals for herself, rewarding herself and enjoying every good weather.

When she is alone, she is also in the mood to read books and watch movies, and often makes videos to record her life. She also bought a full set of review materials, and finally had time to read the business English certificate that she had always wanted to take.

When you are at the bottom, you have to fend for yourself.

Doing happy things and thinking from different angles is superficial and most direct, and it depends on exercise.

Dopamine produced by exercise can help you.

Sweating, or the same dilemma, but you unconsciously completed the adjustment.

You don’t have to force yourself to smile, but you have a smile unconsciously.

The fashion blogger @ 发发发发发 said that every day, someone asked her how to stick to sports punching, but in her opinion, only those who don’t like it need to stick to it.

Exercise is just like eating and sleeping, even more enjoyable.

With the good mood gained in sports, even the unhappiness of life can be swept away.

Before we go to the gym, there are always countless hesitations: "It’s raining, it’s too hot, it’s troublesome to work overtime today, have dinner at night and change into sportswear, and the equipment is not ready yet …"

But if you ask those who exercise regularly, they only have one sentence: "Put on your running shoes and set off."

Exercise should not be a kind of suffering.

When the sweat comes down, you will cure all the fatigue, and your body, mind and mood will gradually improve.

Exercise is an investment with the highest rate of return and will not regret it.

Because when you love sports, happiness will love you.

Take the first step and experience a real relaxation.

author | yew, born in 1990, is an iron lady, whose pen can turn into a knife, and her eyebrows and eyes are smiling.

picture | vision china

1. The skier is holding a sheep, which will never be forgotten.

2.The pug’s face says it all, and the surprised look is so cute.

3. The new superhero team, mothman and Batman.

This playground is occupied by cats.

It’s so cute that the big dog is watching the fun with the puppy on his back.

6. Several lions are eyeing around the car, and the people in the car are feeding raw meat.

7. Holding an umbrella like this is really domineering.

8. When camping, all the clothes were towed away by wild boar. What should I do?

9. The book has its own golden house, and the book has its own Yan Ruyu.

10. The greedy elephant tore down the kitchen.

11. Carrying a cat for a walk, the cat looks around curiously like a child.

Is the horror sticker stuck on the back glass of the car to cure the high beam dog or to scare people?

13. The special service desk is like a big soup pot.

14. Foreign netizens found that a moose got lost because of heavy snow and broke into the basement.

15. This toilet is a bit special. I don’t know what it is used for.

16. The clown touches the pony, and the pony’s eyes are a little special.

17. The car seat disguised by a real person is just a little fat, if only it were thinner.

18. Little brother plays the piano outdoors, and a group of long-tailed monkeys come to make trouble.

19. There are many donkeys pulling carts, and it is the first time for people to pull donkeys by car.

20. Don’t pee on the floor, or we’ll cut off our balls.

21. Save King Super Bee.

22. Two very sleepy "sumo wrestlers" fell asleep.

23. This is a strange photo.

A flock of sheep caused a traffic jam.

25. Take a rooster to the Internet cafe to play games.

26. The legendary mushroom cat

In recent years, with the in-depth implementation of the national cultural digitalization strategy, digital technology has promoted the increasing number of cultural market players in China, and the scale of culture and related industries has also been expanding. China International Cultural Trade Development Report (2023) pointed out that in 2022, the total import and export volume of foreign cultural products in China was 180.27 billion US dollars, the export trade volume was about 163.68 billion US dollars, and the import trade volume was about 16.59 billion US dollars. Among them, the proportion of China in the import and export trade of cultural and creative products in the global market is generally on the rise, and the total export value is close to 40%. China’s international cultural trade has entered a new round of rapid development stage, which has become a new focus to stimulate the growth of China’s international trade.

In the global market, there will be an expansionist tendency in the process of cultural trade, such as unbalanced output and input, uneven cultural trade and so on, which will impact the cultural traditions, values and lifestyles of the trading countries. At present, maintaining national cultural trade security and promoting the high-quality development of cultural industries have become an important issue facing China.

The security of cultural trade is characterized by two-way. The exporting country of cultural trade penetrates the ideology, values and lifestyle of the target country through cultural products and services. Correspondingly, the importing country protects and develops its national culture, adjusts its cultural development strategy, gives play to its comparative advantages, and expands its cultural trade output, so as to resist the influence of foreign culture on its own country. Therefore, the national cultural trade security is influenced by two factors: the cohesion of domestic mainstream culture and the international competitiveness of cultural industries.

On the one hand, the safety factor of a country’s cultural trade is closely related to the cohesion of domestic mainstream culture. Different from the tool attribute of industrial FMCG, which aims to meet the basic needs of human beings, cultural products have emotional attributes, and their consumption experience depends on specific values and aesthetic resonance. The stronger the cohesion of domestic mainstream culture, the more cultural enterprises attach importance to the inheritance and innovation of their own culture, and cultural products and services can more accurately meet the cultural consumption needs of their own people. Local original cultural products dominate the domestic market, which can effectively hedge the impact of cultural products and services from other countries on their own people’s values, thinking habits and lifestyles. On the other hand, when our people are more chasing foreign cultural products and services, and the country’s international cultural trade shows a deficit, the domestic market will be squeezed by a large number of foreign cultural products, the country’s original cultural traditions and value orientation will be seriously impacted, and the security pressure faced by the national cultural industry will increase. On the other hand, the national cultural trade security is also positively related to the international competitiveness of the country’s cultural products and services. The greater the share of a country’s cultural products and services in the international market, the higher the consumer recognition, the higher the country’s trade discourse power and rulemaking power in the international market, and the more capable it is to safeguard its own cultural trade interests from infringement and ensure the normal operation of the foreign cultural trade system from destruction and threat.

In today’s world, cultural thoughts are stirring each other and different values are playing games with each other. Vigorously developing cultural trade can not only gain economic benefits, but also prevent the erosion and impact of foreign cultures and values on domestic culture, and spread domestic cultural values and thinking habits abroad, thus affecting a country’s international status and international influence. The Chinese nation has a rich cultural heritage and rich cultural resources. It is the only way to safeguard the national cultural trade security and promote the "going out" of culture by giving full play to the innate advantages of China’s cultural resources, deeply tapping the huge potential of the domestic cultural market, strengthening the industrial characteristics of "content is king" and constantly exploring overseas markets. (Cheng Bing is an assistant researcher at the Cultural Development Strategy Research Center of China Academy of Art)

Source: Guangming Net

Every edited: Zhao Yun

On December 1, the three major indexes of A-shares fluctuated and sorted out. As of the close, the Shanghai Composite Index rose by 0.07% to close at 3031.64 points. Shenzhen Component Index fell 0.07% to close at 9720.57 points; The growth enterprise market index rose 0.19% to close at 1926.28 points. In terms of industry sectors, the TMT tracks such as games, education, cultural media, Internet services, software development and communication services rose collectively, and the AI application side strengthened collectively, while the short drama and game sectors continued to be strong. Motors, auto parts, airports and general equipment sectors were among the top losers.

In the afternoon, after the news that the state-owned capital operation company entered the market to buy ETF came out, the index ushered in a turning point, with the Chinese prefix taking the lead, followed by AI+ dreaming back to the first half of the year, and the application side set off a daily limit. On December 1, the Shanghai and Shenzhen stock exchanges traded 834.1 billion yuan. In terms of northbound funds, Shanghai Stock Connect sold 4.062 billion yuan and Shenzhen Stock Connect sold 935 million yuan, and the two cities sold 4.997 billion yuan.

Source: Wind

On December 1st, the game ETF(516010) rose by 8.55%, and the movie ETF(516620) rose by 5.03%.

Source: wind

In the news, AIGC tools such as AI+ video quickly landed. At the beginning of the year, HeyGen launched, which can help users create promotional videos through AI digital people. Since Runway released Gen-2 in early November, AI video tools such as MetaEmuVideo, Byte PixelDance, and StableVideoDiffusion were released on 16th and 21st. On November 28th, Pika, an AI startup, announced that Pika1.0, its AI video generation software, launched a major upgrade and officially opened an early beta version after more than four months of internal community testing, which quickly became popular on major social media.

A leading A-share game company officially released the "Tiangong SkyAgents" platform on December 1st. On the Tiangong SkyAgents platform, users can deploy their own AIAgents in a few minutes through natural language and simple operation without code programming, and complete many personal tailor needs such as industry research report, document filling, trademark design, and even fitness plan and travel flight reservation. A leading A-share game company is also developing a series of "Three-body" games, and plans to build a large model of the domestic game industry with Yuncong Technology.

Tencent’s companies issued a "script solicitation order" to enter the short drama industry. The platform promises to bring 15,000-50,000 guaranteed remuneration to the authors, and a maximum of 2% of the running accounts. Reading Group has unified requirements and regulations in four aspects: content standard, original submission requirements, adaptation submission requirements and submission instructions. The short play market has entered the stage of a hundred flowers blooming. The platform with rich IP reserves and strong script development ability is helpful to grasp the audience’s aesthetics, help the writers to create and adapt the content, pave the way for the future short play content, and is expected to seize the market share in advance. The game sector with fundamental advantages can be given priority.

In terms of film and television, the recent release of two high-topic films has led to the marginal recovery of the film market. "I am a mountain" has been searched in Weibo many times, and the suspense film Across the Furious Sea is the second film with a box office forecast exceeding 500 million after the National Day file. Driven by this, the weekend box office is showing a marginal improvement trend, and the Saturday/Sunday box office has reached the highest since the National Day file. There are still many blockbuster films released in December, which is expected to undertake a relatively high enthusiasm for watching movies, and the film market is expected to continue to recover. It is estimated that there is still room for recovery in the film market in 2024, which is expected to grow steadily to 58-60 billion yuan, basically returning to the level of 2019 (64.266 billion yuan).

At the same time, the game film and television industry is the most certain direction for AIGC to reduce costs and increase efficiency. With the accelerated investment in the industry, industry changes such as reducing costs and increasing efficiency and playing innovation will be gradually reflected. Under the normalization of the version number, the supply cycle of the game industry is gradually opened; The audience’s willingness to watch movies rebounded, the demand for film and television picked up, and the prosperity of the game and film industry continued to rise. After pre-adjustment, the cost performance of plate investment has improved.

From the catalyst point of view, the rapid landing of AI+ video (pika, heygen), the expected release of Apple MR, and the new increment of AR glasses, the media has a lot to watch in the New Year’s market. The market space of the industry is still relatively broad, and it has certain allocation value after the callback. We can continue to pay attention to the investment opportunities of game ETF(516010), film ETF(516620) and other related targets.

Both the software and computer sectors achieved good gains that day, with the software ETF(515230) closing up by 3.12% and the computer ETF(512720) closing up by 2.89%.

Source: Wind

From the policy point of view, the computer software sector bears the important mission of the transition from industrial economy to digital economy. Report to the 20th CPC National Congress of the Party has drawn a grand blueprint for the deep integration of digital economy and real economy. At present, the digital transformation of manufacturing industry has become the general trend. With the infiltration and integration of new generation information technologies such as big data, artificial intelligence and blockchain into manufacturing industry, the value of data elements has been further released. The computer software sector plays a decisive role in promoting business process transformation and promoting fundamental changes in production methods, organizational forms and business models of enterprises.

A detailed analysis of the subdivision direction of the computer software sector shows that artificial intelligence is a main line with high certainty at present, and the world is waiting for highly active AI applications to achieve a "closed loop", thus driving the next round of growth from computing power to application penetration. In the domestic market, data elements continue to brew. In April 2020, China explicitly listed data elements as new production factors for the first time. By 2H23, the data industry has ushered in a series of top-level design catalysis, and data elements are expected to become an important main line of the computer software sector.

From the perspective of supply and demand, Xinchuang and the digitalization of central state-owned enterprises are expected to lead the computer software sector to open up new growth space. Under the background of weak downstream digitalization demand and delayed digitalization expenditure of SME customers in 2023, the digitalization investment of central state-owned enterprises still shows some resilience in the big environment. With the release of new demand for digitalization and the promotion of industry localization, the digitalization investment of central state-owned enterprises is expected to continue marginal upward in the following quarter, leading the computer software market to open up long-term and stable growth space.

Interested partners can pay attention to the software ETF(515230) and the computer ETF(512720) to grasp the overall investment opportunities in the computer and software fields, or they can pay attention to the Xinchuang ETF(159537) to lay out the investment opportunities for information technology application innovation with one click, but they should also be wary of the fluctuation risk because the short-term orders are less than expected.

Risk warning:

Investors should fully understand the difference between fixed-term investment and lump-sum withdrawal of funds. Regular fixed investment is a simple and easy way to guide investors to make long-term investment and average investment cost. However, fixed-term investment can not avoid the inherent risks of fund investment, can not guarantee investors to obtain income, and is not an equivalent financial management method to replace savings. Both stock ETF/LOF funds are securities investment funds with higher expected risks and expected returns, and their expected returns and expected risks are higher than those of hybrid funds, bond funds and money market funds. Fund assets invested in science and technology innovation board and GEM stocks will face unique risks caused by differences in investment targets, market systems and trading rules, so investors should pay attention to them. The short-term ups and downs of the sector/fund are only used as auxiliary materials for the analysis of the article, for reference only, and do not constitute a guarantee for the fund’s performance. The short-term performance of individual stocks mentioned in this paper is for reference only, and does not constitute a stock recommendation, nor does it constitute a forecast and guarantee for the performance of the fund. The above views are for reference only and do not constitute investment suggestions or commitments. If you need to buy related fund products, please pay attention to the relevant regulations on investor suitability management, make risk assessment in advance, and buy fund products with matching risk levels according to your own risk tolerance. The fund is risky and needs to be cautious in investment.

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