Societe Generale Securities issued a research report that with the gradual normalization of food recovery and logistics implementation, local life and online consumption are expected to resume, it is recommended to pay attention to$Meituan-W (03690.HK)$、$KUAISHOU-W (01024.HK)$、$Pinduoduo (PDD.US)$、$JD.com, Inc.-SW (09618.HK)$With the review of consumer electronics business, it is recommended to pay attention to the increase in the share of major customers and the high growth of automotive business.$BYD ELECTRONIC (00285.HK)$. As well as the rising price and volume of core business and the rapid development of lidar.$COWELL (01415.HK)$. The scene of local life service on the short video platform is expanding rapidly. It is recommended to pay attention to it.$Yeahka Limited (09923.HK)$。

Internet and software industry focus: Meituan takes a taxi to access Tencent to travel, providing services in Shanghai, Hangzhou, Zhengzhou, Chongqing and other cities. This is another important move since Tencent launched the aggregation platform ride-hailing mode, and the two sides will combine users and transport capacity to explore in the field of ride-hailing. Kuaishou Technology's organizational structure was adjusted. After this adjustment, Xu Zhiwei, head of internationalized original products and operations, is only responsible for products, while Chen Ji, who has been transferred from the domestic main station business, is responsible for the operation, and both of them report to Ma Hongbin. Wang Meihong, former head of international technology and growth team, was transferred to CEO assistant. In addition, the company set up a business ecology committee, compared with growth, commercialization is the next focus of Kuaishou Technology's international business development.

Electronics and hardware industry focus: the US IRA Act has been signed, in which subsidies and tax credits for electric vehicles will increase the proportion of vehicle assembly, battery assemblies and raw materials in the United States and North American free trade zones. Taiwan Semiconductor Manufacturing Co Ltd's capital expenditure will rise sharply in the second half of this year, to more than $40 billion in 2023, the Industrial and Commercial Times reported.