virtualpoker| Internet Media Weekly: Pay attention to the Internet of Hong Kong stocks with an upward trend in prosperity and increased dividend repurchase

Investment Tips for this issue: according to WindVirtualpokerThis week, the media (Shenwan) index is down 3.Virtualpoker.88%, slightly better than the gem Index (- 4.21%). TMT continued its pullback this week. Except for the media, communications fell 1.28%, computers fell 4.22%, and electronics fell 4.33%. Hong Kong stocks rose steadily this week, and the Hang Seng Technology Index rose 0.68%. The Nasdaq China Golden Dragon Index fell 3.22% (weaker than the-0.45% of the NASDAQ over the same period). Key tips: pay attention to the upward prosperity, improve the dividend of the Hong Kong stock Internet; pay attention to high dividends, low valuation focus, publishing; film and television White Horse continues to be optimistic. Topic 1: pay attention to good and prosperous music, tide play, AI tools and Internet white horses to improve dividend buybacks. The overall profitability of Hong Kong stocks has picked up, some companies have increased their dividends and buybacks, and the targets of Hong Kong stocks with good patterns, prosperity, low valuations and positive changes deserve our attention. Tencent Music and Cloud Music, which pay close attention to online music; Pao Pao Matt, which continues to acquire rich categories of IP+; Meitu, who continues to cash in on the increase in AI enabling payment rate; Tencent Holdings, whose game business is improving quarter by quarter and has plenty of room for e-commerce on video accounts; and NetEase, who is about to return to Blizzard and has a rich reserve of strategic products. Topic 2: focus on focus and publishing in the direction of high dividends. 1) Chinese media recently acquired non-public distribution plans of Jiangjiao Media and University Publishing House, the transaction structure was better than expected, and EPS was thickened. The company has high bonus, plenty of cash, active layout of games, education, marketing and other new business type. 2) focus Media is a high dividend target with resilient performance. 23 at the end of the year, the company announced that it plans to pay a cash dividend of no less than 80% of the non-net profit each year for 3 years. Elevator advertising leads the way in low capital expenditure, strong cash flow, good risk control of receivables and a basis for continuous dividends. 3) the dividend ratio of local publishing companies tends to increase or maintain a high level. In addition to Chinese, pay attention to Southern Media, Chinese Media, Shandong Publishing. The special topic 3:Adobe purchases the copyright, the secret tower AI search goes out of the circle, continues to be optimistic about the film and television white horse. Adobe purchases video rights to build a Vincent video model, and video rights fall as a case of AI video corpus. AI video is the global main line of AI this year, and the film and television are more relevant. The box office of the 24-year film Qingming Festival hit an all-time high. The follow-up film is rich in reserves, and the May 1st edition has an optimistic outlook. Continue to be optimistic about film and television opportunities, focusing on Shanghai Film, Wanda Film and Light Media. Target: 1) bonus-focus Media, Southern Media, Chinese Media, Shandong Publishing, New Media shares 2) Hong Kong shares-Tencent Holdings, Tencent Music, Popomat, Meitu, Cloud Music, Kuaishou, NetEase, China Literature Group, Ali Pictures 3) Film and Television-Shanghai Film, Wanda Film, Light Media, Alpha Animation & Culture, Mango Supermedia 4) other AI applications-Giant Network, Kunlun Wanwei, Easy to point the world, focus on science and technology risk tips: content and Internet regulatory policy marginal risk The risk that project delay / performance falls short of expectations; the risk that increased competition will affect profit margins; and the risk that content companies will not be able to adapt to the changes in the AI era and be at a disadvantage in the competition. [disclaimer] this article only represents the views of a third party and does not represent the position of Hexun. Investors operate accordingly, at their own risk.

[disclaimer] this article only represents the views of a third party and does not represent the position of Hexun. Investors operate accordingly, at their own risk.

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