The quantum technology concept fluctuated and increased. Computer ETF Southern (159586) increased by 3.74%, and the Communications ETF Fund (159511) increased by 3.67%
Gelonghui, April 26 | The A-share quantum technology concept fluctuated and increased, and the communications and computer sectors rose significantly. As of 13:30, the computer ETF Southern (159586) rose 3.74%, a weekly increase of 6.76%; the Communications ETF Fund (159511) rose 3.67%. According to the news, the Institute of Quantum Information and Quantum Science and Technology Innovation of the Chinese Academy of Sciences delivered a 504-bit superconducting quantum computing chip “Xiaohong” to Guodun Quantum to verify the kilobit measurement and control system independently developed by Guodun Quantum. This chip set a new domestic record for the number of superconducting qubits, and will be refunded later
ETF Reviews|Xinchuang Concept Strengthens, Computer ETFs Surge 3.71%
Gelonghui, January 19, 丨 The Shanghai Composite Index closed up 0.49%, the SZSE Index rose 0.87%, and the GEM Index rose more than 1.08%. Software, pharmaceuticals, brokerage firms, futures, and military industries showed higher gains, while semiconductor, Xinchuang, CRO, and intelligent transportation concept stocks were active. High-ranking stocks fell collectively, and many stocks fell to a standstill. Northbound Capital made a net purchase of over 9 billion yuan. In terms of ETFs, the Xinchuang concept strengthened, and computer ETFs and leading software ETFs surged 3.71% and 3.70% respectively. Pharmaceuticals registered the highest gains, with the Innovative Drug 50 ETF and the Innovative Drug ETF rising 2.76% and 2.73% respectively. The chip's performance is impressive, branch
Domestic software self-controllable and continuous push computer and software ETF (515230.SH) continue to pull up
Zhitong Financial APP learned that on August 5, under the influence of the news of self-controllable and continuous promotion of domestic software, computer and software ETF continued to rise. As of press time, computer ETF (512720.SH) rose 3.9%, and software ETF (515230.SH) rose 3.8%. According to data from the Ministry of Industry and Information Technology, in 2021, there were more than 40, 000 enterprises above the national scale, with a cumulative software business income of 9.4994 trillion yuan, an increase of 17.7% over the same period last year, with a two-year compound growth rate of 15.5%. Looking back on the 10-year development of China's software industry, the business income of the industry has increased from 2012.
The digital economy is coming. Computer ETF and software ETF lead the market together.
Today, the performance of the two cities is strong, the computer and software sectors led the two cities, and the related industries ETF-- software ETF (515230) and computer ETF (512720) both rose sharply, of which the software ETF (515230) rose by more than 5%, and the computer ETF (512720) rose by more than 4%, showing a strong performance. Specifically, the computer application and software sector rose greatly today. Among the top ten stocks of software ETF, such as convincing, Youyou Network, Jinshan Office, Baoxin Software, Runhe Software, etc., the top ten stocks of computer ETF are convinced and Ziguang.
The shares of tax friends rose by the limit, and the computer ETF (512720) rose by more than 1.4%.
The shares of tax friends rose by the limit, the computer ETF (512720) rose by more than 1.4%, and the turnover exceeded 5 million yuan. Galaxy Securities believes that the economic cycle + technological innovation cycle + monetary policy expectations of multiple factors will promote a relatively certain β market in the computer industry in 2022. It is suggested to focus on the following main lines: (1) in the context of the "double carbon" policy and the vigorous development of the new energy industry, the energy Internet system ushered in a major development opportunity. (2) based on network transmission change (5G) + interaction mode change (VR/AR) + computing change (AI chips such as GPU) + content ecology (UGC)
User Friends Network and Neusoft Group rose and stopped, Jiahua Technology, Hande Information, and Aerospace Hongtu rose more than 10%, and the computer ETF (512720) rose more than 2.5%
User Friends Network and Neusoft Group rose and stopped; Jiahua Technology, Hande Information, and Aerospace Hongtu rose more than 10%; the computer ETF (512720) rose more than 2.5%, with a turnover of over 31 million yuan. Dongwu Securities believes that under the “14th Five-Year Plan”, the focus will be on investment opportunities in basic software, industrial software, application software, cloud computing and big data. Recently, the Ministry of Industry and Information Technology issued the “14th Five-Year Plan for the Development of the Software and Information Technology Service Industry”, which clearly states that efforts should be made to attack basic software, focus on breaking through industrial software, collaborating on application software, forward-looking layout of software for emerging platforms, and actively cultivating embedded software. “Plan” Requirements
Huasheng Tiancheng and Neusoft Group rose by the daily limit, Yinjiang Technology rose by more than 10%, and computer ETF (512720) rose by more than 2% in intraday trading.
Huasheng Tiancheng and Neusoft Group rose by the daily limit, Yinjiang Technology rose by more than 10%, and shares such as Hande Information, Jiafa Education, Jiuyuan Yinhai, Towers and Youyou Network rose; computer ETF (512720) rose more than 2% in intraday trading, with a turnover of more than 34 million yuan. In terms of news, the recent unveiling ceremony of the Shanghai data Exchange and the 2021 Shanghai Global Digital Business Conference were held in Shanghai. The data Exchange focused on key common problems such as difficult data trading, pricing, mutual trust, entry and supervision, forming a series of innovative arrangements. According to open source securities, there are two long-term trends in the industry: "cloud and localization": (1) China cloud.
Computer industry: Leading manufacturers are expected to fully benefit from the acceleration of the Internet of Vehicles industry
Big industry, big connections, high growth. The connected vehicle (intelligent connected vehicle) industry relies on information and communication technology to provide comprehensive information services through a full range of connections and data interaction between vehicle interior, vehicle to vehicle, vehicle to vehicle, and service platforms, forming a new type of industry where the automobile, electronics, information communication, road transportation and other industries are deeply integrated. According to the forecast of CDI consultants, in 2016-2021, the CAGR of China's Internet of Vehicles industry will reach 24.93%, and by 2021, the scale of China's Internet of Vehicles industry will reach 111.5 billion yuan. Judging from the growth rate of the scale of the industry in recent years,
[Computer - Hu Youwen] Hikvision: Front-end business drives gross margin increase, innovative business develops rapidly
■Steady growth was achieved in the first half of the year under the influence of the epidemic. In the first half of 2020, the company achieved operating income of 24.271 billion yuan, an increase of 1.45% over the same period last year; net profit attributable to shareholders of listed companies was 4.624 billion yuan, an increase of 9.66% over the same period last year. The company's net operating cash flow reached 69.966 million yuan, an increase of 116.23% over the previous year, reflecting an increase in sales repayments. ■Front-end business drives an increase in gross margin, and enterprise-level business has become the main growth pole. The company's gross margin for the first half of 2020 was 49.76%, an increase of 3.43 percentage points over the same period last year, mainly due to
Recruiting released the 2020 College Professional Employment Popularity Index, ranking first in computer science and technology
BEIJING, July 27, 2020 /PRNewswire/ -- Recently, various regions have begun announcing the results of the 2020 college entrance examination one after another, and admission score lines for each batch have also been released one by one. How to fill out volunteers is currently the biggest concern of candidates and parents. What employment data is worth referring to when filling out the volunteer process? What advice do professionals of different generations have on choosing schools and majors? Through recruitment data, the public can have a better understanding. In the 2020 College Professional Employment Popularity Index published by Hiring, computer science and technology ranked first, with 1.97; economics, mechanical design and manufacturing, and automation, and electronic communications
Computer industry: China Mobile conducts large-scale collection of domestic databases for the first time
On July 15, 2020, China Mobile Limited announced the bid winning announcement of the joint innovation project of OLTP independent controllable database, which is expected to purchase 1500 sets of databases and services. Nanjing University General Motors, National people's Congress Jinkang, Aliyun, Wanli Open Source and ZTE Corporation are on the list. Compared with China Mobile Limited's previous database collection, this bidding has the following advantages: (1) the collection of pure domestic databases on a large scale for the first time is of great significance. Compared with China Mobile Limited's database collection projects in previous years, this tender lists the pure localization of database-related services as a procurement requirement for the first time. According to China Mobile Limited's tender announcement, recruitment
Computer Industry Investment Strategy Weekly report: the differences in market space and growth quality have not been reflected in the short-term adjustment.
Core point of view: 1. Maintain the view of the previous two weeks, that is, as pointed out in the reports on 12 July and 19 July: (1) there is a possibility of adjustment in the short term; (2) the medium-and long-term upward trend remains unchanged, mainly focusing on the emerging segments of industrial trends through the cycle, as well as areas that are barely affected by the real economic environment; and (3) the time point of adjustment is probably no later than the end of August, that is, before and after the disclosure of the report. two。 The time length of the adjustment mainly depends on two aspects: (1) the expected digestion of the report, and (2) the corresponding length of time corresponding to the overdraft. 3. Suggested concerns: (1) current price
计算机行业跟踪周报第207期:Q2机构加仓软件、减仓硬件 持续看好云软件
计算机板块机构持仓持续提升。我们根据wind 的基金机构研究,进行了机构(包括基金和基金管理公司)持仓分析。根据Wind 统计数据,我们做出判断,2018年以来,由于云计算产业的发展,以及整体计算机公司盈利的提升,使得计算机板块整体风险偏好提升,机构持仓快速回升,2018Q1 达到了3.45%,2018Q2更是达到了5.16%,三季度受贸易摩擦和宏观经济增速下滑的原因市场出现明显跌幅,计算机板块跌
计算机行业基金二季度持仓分析:计算机板块持仓比重维持高位 集中度进一步提升
本周,计算机(申万)指数下跌2.54%,跑输沪深300 指数1.68pct。投资建议20Q2 公募基金计算机板块持仓比重为5.34%,处于近三年高位,高于标配比例0.91pct。公募基金持仓集中度进一步提升,二季度重点加仓恒生电子、用友网络等龙头公司。通过对基金前十大重仓股统计,2020Q2 计算机板块基金持仓合计932.80 亿元,占基金总持仓比重的5.34%,环比微跌0.01pct,持仓比重与
【计算机】数字政通(300075):城市管理龙头,社会治理打开市场新空间
1.经营拐点初现,资金、组织助力公司长期发展公司是国内智慧城市管理领域的龙头。2019年至今,公司财务指标改善,业务转型初显成效。近年非公开发行对资金的补充将深化现有业务。组织方面,公司加大研发人员的投入,并以广泛的股权激励计划调动核心技术人员积极性,助力业绩目标达成。2.城管2.0提速,未来两年营收增长可期今年3月,住建部明确要求2021年底前实现省级平台、市级平台与国家平台互联互通。受此影响,
Computer Industry 20Q2 Fund Heavy Inventory Analysis Topic: The Industry's Overallocation Trend Continues, Position Concentration Has Increased Significantly, and Maintained the “Better Than the Market” Rating
Agency: CITIC Securities Rating: Better than the Market 2020 Q2 Public Fund Quarterly Report was disclosed. The computer industry continued the Q1 overallocation trend, and the concentration of holdings increased markedly. Heavy inventory scale: The absolute value exceeded 100 billion dollars for the first time, and the trend of overallocation continues. The total market value of heavy-duty stocks of the computer industry fund in 2020 Q2 was 122,382 billion yuan, an increase of 31.54% over the previous month; the market capitalization of the industry accounted for 7.27% of the total size of the fund's heavy-duty stocks, an increase of 0.45 percent over 2020Q1, which exceeded the standard allocation ratio of the computer industry by 0.81 percentage points. Analysis of heavy stocks in sub-industries: software, industrial Internet boards
北向半日流出10亿:指数下探回升 60亿资金出走计算机应用
指数行情回顾三大股指早盘持续走弱,临近午盘有所回升,两市普跌,但跌停个股并不多,属于正常调整,市场承接力尚可。板块上,军工板块走强,医药医疗板块延续强势,前期主线大金融、科技、免税再度调整,整体看,短线情绪依旧低迷,行情仍以震荡为主,市场上方套牢盘需要时间消化。截止上午收盘,沪指报3293.54点,跌1.19%,成交额为3568亿元;深成指报13477.88点,跌1.31%,成交额为4568亿元;
安信证券--计算机行业基金二季报持仓分析:总市值首次超千亿,配置方向与抱团趋势延续【行业研究】
【研究报告内容摘要】基金二季报披露完毕,计算机持仓进一步上行。通过对基金前十大重仓股进行估算,2020年Q2计算机板块占基金总持仓比重约为6.31%,延续了2020年Q1以来持仓水平触底回升的趋势(2019年Q1-2020年Q1分别为5.18%、4.24%、4.08%、3.44%、5.97%)。以中信计算机指数市值占比4.97%作为标准配置参考,2020年Q2计算机行业超配比例为1.34%。基金持
北向资金流出41亿:资金追捧计算机板块 30亿主力流入两新股
指数行情回顾三大股指冲高回落,临近尾盘小幅跳水,两市个股涨跌互半,炸板率近40%,市场情绪有所趋冷。蚂蚁金服概念大幅分化,黄金、军工、券商、免税、半导体等板块皆是冲高回落,医药医疗板块延续强势,农业板块逆市拉升,个股上,王府井、中国中免、沈阳化工等午后回落,新题材的金达威、保龄宝表现强势,整体上,题材炒作回暖,但轮动较快,且持续性不足,市场短线情绪表现一般。截止收盘,沪指报3333.16点,涨0.
Great Wall Securities - Computer Industry 2020H1 Performance Forecast Summary: Performance Forecasts Are Clearly Differentiated, Growth Accelerates in Highly Prosperous Sectors - 2007/20 [Industry Research]
[Research Report Summary] As a result of the impact of the epidemic, the overall profit of the 2020 H1 industry fell 31%. The profit level of more than half of the companies was poor, but the overall impact for the whole year may be limited, and GEM was better than the industry as a whole: As of July 17, 2020, a total of 85 companies in the Shenwan Computer Industry issued their 2020 interim performance forecasts. Of these, 61 companies are expected to achieve profits of 4.194 billion yuan, accounting for 71.76%; after excluding the lack of companies in the same period, the industry is expected to achieve a total profit of 4.194 billion yuan, a year-on-year decrease of 31.16% from 5.501 billion yuan in the same period of 19, a decrease of 31.16%, a year-on-year decrease of 31.16% from 5.501 billion yuan in the same period of 19, a decrease of 31.16%, a year-on-year decrease of 31.16% from 5.501 billion yuan in the same period of 19, a decrease of 31.16%, a year-on-year decrease of 31.16% from 5.501 billion yu