The trend of the three A-share indexes differentiated on the 18th. Among them, the Shanghai index rose for four days, and the gem index turned green, but it still maintained 2800 points.
As of the close, the stock index rose 0.66% to close at 3490.76 points; The Shenzhen Component Index rose 0.27% to close at 13459.68; The gem index fell 0.46% to close at 2826.81.
On the disk, the industry sector rose more or fell less, led by the concept of computing power and the data center sector. The coal industry, steel industry and real estate development industry led the rise, while the battery and precious metals industry led the decline.
It is worth noting that on the same day, the concept stocks of Eastern digital and Western computing broke out. The concept sector of computing power closed up 7.24%, the data center sector closed up 4.73% and the cloud computing sector closed up 3.56%.
In terms of news, on the 17th, China’s national development and Reform Commission jointly issued documents and agreed to start the construction of National Computing hub nodes in 8 places, including Beijing, Tianjin and Hebei, the Yangtze River Delta, Guangdong, Hong Kong and Macao Dawan District, Chengdu and Chongqing, Inner Mongolia, Guizhou, Gansu and Ningxia. At the same time, it is further planned to set up 10 national data center clusters in the computing hub to specifically undertake the construction of large / super large data centers, It marks the full start of the project of “counting from the east to the west”.
Citic Securities Company Limited(600030) the research team believes that China has successively issued a number of policies to plan the intensive, large-scale and green development of data centers. As a representative of the new infrastructure, the data center has a long industrial chain, wide coverage and strong driving effect. It is expected to fully benefit from the promotion of the “counting from the east to the west” project.
Central China Securities Co.Ltd(601375) the research team pointed out that the current stock index is in the stage of contraction and shock, and the hot spots take turns frequently. Whether the phased bottom can be found in the future still needs to be verified by multiple factors. It is suggested to pay close attention to the changes of policy, capital and external market. It is expected that the short-term slight shock of the Shanghai index is more likely, and the short-term slight consolidation of the gem is more likely.
