Sector market trend: This week, the computer sector rose 1.17%, of which computer hardware rose 1.91%, computer software rose 0.64%, IT services rose 1.38%; compared with the Shanghai and Shenzhen 300 rose 0.03%. Among the various sub-sections of the computer, PC and server hardware rose by 1.64%, dedicated computer equipment rose by 2.08%, basic software and packaged software rose by 1.92%, industrial application software rose by 0.19%, system integration and IT consulting rose by 1.37%, and IT outsourcing services rose. 1.41%.
This week's view: The market rose slightly this week, and the computer sector rose, 0.03 percentage points higher than the Shanghai and Shenzhen 300 Index in the same period, and the increase was 17th in all sectors. In the case of a decrease in market risk appetite, we are cautious about the highly valued computer industry, recommending small and medium-sized companies that are solid in performance and leading the way in technology development. We are optimistic about the *ST Easy Bridge, which is transformed from the traditional business to create the O2O smart enterprise ecosystem. We are optimistic about the forward-looking layout of Jiadu Technology in the field of intelligent transportation and smart city. Information security: independent and controllable localization substitution and IT security acceleration, the relevant target valuation is close to the historical low point, which is a relatively safe buying time. We are optimistic about the leader of the segment and the cloud security enterprise. Alliance Technology, Venus Star, Blue Shield, Renzixing, Huasheng Tiancheng, Beixinyuan, and Meiyabaike. Cloud computing: The rapid development of the international cloud computing industry and the rapid release of domestic cloud computing demand, we are optimistic about the long-term layout of the cloud computing company, recommend NetScience Technology, Gaosheng Holdings, Guangdong Yutai, Yunsai Zhilian. High-quality target in the IT field: We are optimistic about Digital China, Nantian Information, and Yongding.
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