Prospect of football: West Ham can’t resist Arsenal, Liverpool is not afraid of visiting, Manchester United VS Newcastle.

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.

"Cross-border" Integration of Tourism to Promote Green Development

Source: People’s Daily Online-People’s Daily Overseas Edition

Scenery of Aershan National Forest Park (photo of drone). Xinhua News Agency reporter Lian Zhenshe

Tourists watch the float parade in Aershan City, Xing ‘an League, Inner Mongolia Autonomous Region. Xinhua News Agency reporter Li Zhipeng photo

In September, the coolness in the Daxinganling forest area grew stronger, but the lush small town of Aershan was booming. On September 2-3, the 2023 China (Aershan) Tourism Conference, co-sponsored by the Ministry of Culture and Tourism, Xinhua News Agency and the People’s Government of Inner Mongolia Autonomous Region, was held in Aershan City, Xing ‘an League. Representatives of cultural and tourism industries from all over the country gathered in this small town famous for tourism to talk about the "cross-border" integration of tourism and promote green development.

Promote industrial integration

Talking about the Multiple Values of Tourism

During the tourism conference, theme forums such as "Green Development of Cultural Tourism Integration", "Tourism Promotes Exchanges and Blending among Ethnic Groups" and "Tourism Promotes Rural Revitalization and Helps Common Prosperity" were held successively. Dozens of experts and representatives talked about the integration of cultural tourism industry, and talked about the multiple values of tourism in ethnic cultural exchanges and blending, regional development and industrial upgrading.

"Tourism is an important channel for exchanges and mutual learning between different regions and cultures." Shan Gangxin, director of the Resource Development Department of the Ministry of Culture and Tourism, said that in recent years, all localities have actively promoted industrial integration, enriched the supply of tourism products, and promoted exchanges, exchanges and blending among ethnic groups.

"Tourism has changed the life of Aunt Ding’s family." Rao Xiangbi, deputy director of the Yunnan Provincial Department of Culture and Tourism, introduced at the meeting that Ding Dama’s family in Gongshan County, Nujiang Lisu Autonomous Prefecture has six ethnic groups. As the earliest person in the local area to set up a family inn, Ding Dama passed on the ethnic integration family culture to tourists, which was popular among tourists and it was hard to find a room in the peak season.

According to "2023 China Tourism and Vacation Development Report" released by china tourism academy during the Tourism Conference, the development of China’s holiday industry has initially formed such modes as linkage development of scenic spots, creation of accommodation scenes and development of industrial clusters. Tourism "cross-border" and "out of the circle" promote industrial integration and constantly broaden the tourism format. Sanhuali Resort with "Agriculture+Cultural Tourism", Tsingtao Brewery Garden with "Industry+Cultural Tourism" and Cool Play Town with "Sports+Cultural Tourism" in Ke Qiao, Shaoxing, and other industrial integration practices, break through industrial barriers and enhance regional development value.

Promote common prosperity

Discussion on focusing on rural revitalization

At the meeting, the Ministry of Culture and Tourism and Xinhua News Agency jointly launched the activity of "I design for the countryside", and at the same time held the awarding ceremony of national ski resorts and national key villages and towns for rural tourism.

"Rural tourism can organically combine rural excellent traditional culture, natural local features and modern tourism needs, and promote rural industrial integration, improve living environment and increase villagers’ income." Zhang Xiaoli, Director of the Rural Tourism and Creative Products Guidance Division of the Resource Development Department of the Ministry of Culture and Tourism, introduced at the forum.

"In recent years, all parts of Inner Mongolia have actively explored the path and mode of rural tourism development and created a number of demonstration villages to help rural revitalization." Wei Zhiguo, deputy director of the Inner Mongolia Department of Culture and Tourism, said.

The exhibition "Ten Years in Aershan" was held during the conference. Ten years ago, most people in rural areas of Aershan lived in old houses with "boards and mud", and the forestry resources on which they depended for their livelihood were gradually exhausted and their living conditions were poor. In 2012, the commercial logging of natural forests was completely stopped in Aershan City, and the ecological construction was re-dressed in green for the forest area. Forestry workers "put down their axes as tour guides", and tourism gave this small town a new vitality.

In the past 10 years, the number of tourists received in Aershan has increased from more than 2 million to more than 5 million. In the first half of this year, the number of tourists received by Aershan City increased by 6 times year-on-year, achieving a tourism income of 1.65 billion yuan. Today, nearly half of the population in Aershan is engaged in tourism. As tourism becomes more and more popular, the lives of ordinary people are getting more and more prosperous.

Advocate harmonious symbiosis

Suggestions on the development of green tourism

The theme of this tourism conference is "Green Development of Cultural Tourism Integration". Experts and representatives put forward suggestions on the development of green tourism market, product design, resource development and business philosophy to promote the development of green tourism.

Tang Xiaoyun, vice president of China Tourism Research Institute, said that in recent years, a variety of green tourism products in China have attracted much attention, and forest baths, hot spring baths, grassland tours, diving, skiing, mountaineering and hiking have continuously catalyzed the development of the green tourism market.

Lihong Fu’s travel agency launched a study tour on forest ecology. She took her children into the deep forest and picked up pine cones and needles on the ground. "Nature is the best raw material for artistic creation." Lihong Fu said that she started a study tour group to let children know about forest culture and feel the concept of harmonious coexistence between man and nature in artistic creativity.

Next to the venue of the tourism conference is the forest oxygen bath road in Aershan City. When tourists walk up the mountain road, it is not difficult to find that the steps are composed of abandoned train track sleepers, which not only has historical vicissitudes, but also reflects the green tourism development concept. The Lujiaowan Hot Spring Holiday Camp in Aershan City adopts overhead design to protect the original ecological function of the grassland under the building.

"We will actively develop green tourism with intensive resources, environmental protection, energy saving and low carbon, and sharing between host and guest." Tang Xiaoyun proposed that the national cultural and tourism system should further strengthen the protection of resources, improve the efficiency of resource utilization, improve the quality of green tourism services, and vigorously promote the formation of a new trend of civilized, healthy and green tourism.

(Xinhua News Agency, Hohhot, reporter He Shuzhen)

Women, Life, Freedom

Mahsa Gina Amigny

On my social media, that photo appeared again and again. A young woman was lying in a hospital bed, unconscious, with a breathing tube in her mouth. Her thick black eyelashes and curly black hair outline her young face. The post is written in Persian, and my mastery of this language can only be regarded as a primary level. I brushed these posts and continued my daily routine: seeing a doctor, teaching, and constantly urging my 17-year-old daughter Laila to fill out her college application.

As the days passed, the story became well known. The photo shows Mahsa Gina Amigny, a 22-year-old girl who has just been admitted to the university. While vacationing with her family in Tehran, she was detained by the "moral police" because of her loose headscarf. In the detention center, she was beaten and taken to the hospital, and eventually died of her injuries. Her dream was to become a lawyer, but she was disillusioned by a wisp of floating hair.

The news of her death spread through a photo. It was a photo of her parents hugging and crying in the hospital, which was shared by a reporter on Twitter. This tweet caused widespread protests, led by girls and women. My news source has become an ocean of photos of young girls. They wear black eyeliner like my daughter Lila-in the video, they laugh, cook and dance. However, many of them, Billera is still young, so they disappeared and even were murdered.

Iran was not like this. The Islamic Revolution in Israel in 1979 overthrew an oppressive monarchy and promised freedom. But from the perspective of my third-grade student at that time, everything became more depressed as time went by. Schools have become single-sex and headscarves have become mandatory. It started as a scarf, and later it became "Manteo", a loose, knee-length raincoat-like coat. But the color can only be brown, black, gray or navy blue. Pants must be worn below. Schools check from time to time, and moral police in the street look for people who violate the rules. If you are caught, you will be whipped.

In 1984, we pretended to attend a medical conference and fled Iran. We each took only one suitcase. It was not until a few hours before we boarded the plane that I knew we were leaving and would never come back. In Massachusetts, I started my eighth grade life. My Iranian part was sealed up by me-until last autumn, which forced me to recall those times.

I remember soldiers knocking at the door and searching for counter-revolutionary materials. They sat on my parents’ bed and quickly played all our videos backwards. Mostly Pink Panther, but those men don’t find it interesting.

I remember cutting my hair short and pretending to be a boy so that I could ride a bike without being bound by a headscarf. One day, I inadvertently put on pink shorts and exposed my girl identity. When those Nissan patrol cars chased me, I understood the meaning of "fight or flight". I escaped.

I remember the consequences of intellectual dissent. My aunt was expelled from dental school because she was accused of reading opposition newspapers. My cousin was forced to "repent" on TV and then executed. Another cousin was imprisoned many times because of his faith. He had cigarette burns on his arm and his nails were pulled out. He finally escaped, but his wife was killed at the age of 21.

Those memories are like dreams, awakened by images on social media. Girls and women in the video, screaming "Zan, Zendegi, Azadi"-"Women, Life, Freedom", bravely walked towards bullets and batons. Every day, the number of deaths and arrests is increasing.

A 52-year-old surgeon protested against the arrested protesters and the use of ambulances to transport security forces at a rally in front of the headquarters of the Medical Association. The doctor’s name is Parisa, and it is said that he was later shot and killed by agents.

All this makes my heart ache, and so does the silence around me. I live every day like a machine, thinking about all the unfairness. Why are people like Laila free to apply for universities and express their opinions, while girls in Iran are subjected to unspeakable punishment for demanding basic human rights?

I can take care of patients. But in Iran, my colleagues are threatened by taking care of injured protesters. They were held in solitary confinement and even murdered. Dr. Ida Rostami, 36, bravely provided treatment for injured protesters. She told her mother that she was coming home, but she never came back. When the police asked her mother to identify the body, they said that Ida had died in a car accident. But her body tells a different story. Her eyes were removed, her face was smashed, and her hand used to treat patients was broken.

So is Dr. Parrisa Bachmani. The official report said that she died in a car accident. The story repeats itself again and again. Protesters disappeared and were later reported to have jumped off a building or died in a car accident. I feel lonely and out of touch with the community. That was my home for 25 years.

One Wednesday, I met an Iranian-American colleague in the clinic corridor. Where the patient was waiting, we were in tears. We started to hold Zoom meetings every week to support each other. Campus communities have also become active. Everyone is involved, from young female postdoctoral fellows who have just arrived in the United States to retired professors. Our reaction is direct and strong. Usually calm men and women cry.

We ask the non-Iranian community to support us. They did it. Every message, email, signature and solidarity has become our strength. The community stands up, speaks, and amplifies our voices. At such an easier time to be silent, they chose to stand on our side.

As the Persian poet Saadi wrote in Bani Adam a thousand years ago, human beings are like a body, and everyone is a part of the body, created by the same essence. When one part is injured, the other part can’t be safe. If you are indifferent to the suffering of others, you are not worthy of being human.

A quarter of doctors in the United States are international graduates. Our roots are all over the world, spanning generations. Our sense of belonging comes from embracing all forms of humanity. See the injured people and stand beside them. Send text messages of support and sign petitions. Whether for Iran, Ukraine, Afghanistan, Turkey or Sudan, these actions connect us like a part of the body.

# Iran #

New Trends and Influences in Fashion: Sustainability, Street Culture and Digital Transformation

Fashion, as a dynamic theme, plays an extremely key role in contemporary society, and its influence has gone beyond the simple clothing and appearance, extending to many levels of culture, society and psychology. With the passage of time, we can clearly see that some exciting trends are shaping this field.

First of all, with the increasingly prominent environmental problems, people began to pay more attention to the impact of the clothing industry on the natural environment. Traditional fashion production and consumption patterns lead to resource waste and environmental damage. This situation has aroused people’s concern about sustainability, and many fashion brands and designers have begun to reflect on their production methods and materials used.

Sustainable fashion emphasizes the consideration of environmental, social and economic influences in the process of design, production and consumption. This trend is not only reflected in the choice of materials, but also includes the choice of energy use, transportation mode and packaging materials in the production process. More and more brands began to adopt environmentally friendly materials, advocating the concept of circular economy and zero waste production. The practice of sustainable fashion includes careful selection and use of materials, such as organic cotton, recycled fiber and degradable materials, to reduce the impact on the environment. In addition, energy consumption in the production process is also paid attention to, and some brands adopt clean energy and energy-saving technologies. Transportation is also a key link, and using more environmentally friendly transportation methods can reduce carbon emissions.

Consumers’ consciousness gradually turned to sustainability, and they began to choose to support environmental protection brands and buy more durable and high-quality clothing. This consumption change not only supports the development of sustainable fashion economically, but also promotes the spread of more environmentally friendly fashion concepts in society.

Secondly, street culture is a symbol of young people at first, but with the development of the times, it has crossed different ages and become an important part of fashion. This cultural integration has brought more diverse fashion styles and broken the boundaries of traditional aesthetics. Street elements such as sportswear, graffiti elements and loose tailoring are gradually emerging in fashion design. The introduction of these elements makes fashion more creative and energetic, and at the same time reflects a unique aesthetic.

The influence of street culture makes people pay more attention to individuality and self-expression. People no longer pursue a single fashion standard, but show their unique personality and attitude through clothing. This diverse attitude gives fashion greater freedom.

Street culture pays attention to freedom, innovation and non-traditional aesthetics, which affects people’s attitudes and views on fashion. Fashion is no longer an unattainable symbol, but a lifestyle that is closely related to everyone.

Third, in the digital age, the fashion industry has also ushered in tremendous changes. Social media has become a new platform for fashion information dissemination, and people can easily obtain the latest fashion trends, trends and brand information. Fashion bloggers and celebrities share their fashion collocations and opinions on social media, introducing fashion into people’s daily lives. They have become fashion opinion leaders, influencing people’s purchasing decisions and aesthetic concepts. This phenomenon enhances the visibility and influence of the fashion industry.

The digital age has brought convenience to online shopping, and consumers can choose their favorite clothes anytime and anywhere. This change enables consumers to meet their personal needs more flexibly, and also promotes the growth of the fashion industry.

Social media platforms create more opportunities for interaction between consumers and brands. Consumers can communicate directly with brands, provide feedback and suggestions, and brands can understand consumers’ needs more accurately, thus providing products closer to the market.

To sum up, as a dynamic field, fashion is not only the surface of clothing, but also the comprehensive embodiment of environmental protection, personality and culture. The sustainable revolution, the rise of street culture and digital transformation have jointly shaped the diversity and vitality of fashion field. These trends are not only reflected in fashion design, but also profoundly affect all aspects of individuals and society.

People convey their values, hobbies and personal styles through clothing, thus establishing their own unique personal image. The culture and values represented by fashion are also imperceptibly influencing people’s attitudes and behaviors. Some fashion brands influence people’s attitudes towards society and life by advocating values such as environmental protection, diversity, inclusiveness and innovation.

As designers, we should always pay attention to the evolution and trend of fashion field, realize the importance of sustainability, and integrate the concept of environmental protection into the design process. Choosing environmentally friendly materials, adopting recyclable production mode and paying attention to the life cycle of products are all our goals in design. At the same time, we should pay close attention to the development of street culture, draw creative inspiration from it, and skillfully integrate street elements into the design to meet diversified consumer needs. With the advent of the digital age, we should keep up with the pace of science and technology. Mastering digital tools and technologies can better promote their own design works, interact with consumers, and integrate into social media platforms to establish close ties with fashion opinion leaders and consumers. This will help to improve brand awareness and visibility. By paying attention to sustainability, drawing lessons from street culture, using digital tools and transmitting positive values, we can make positive contributions to the development of fashion and lead fashion to a better future.

Author: Chen Chao

Promoting Cultural Cohesion and Safeguarding National Cultural Trade Security

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

The game is back!

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.

national business daily