today’s disk
Today, the Shanghai and Shenzhen stock markets showed a shock pattern as a whole. Affected by the decline of peripheral markets, the three indexes opened low in the morning, and then showed a shock pattern. The performance of Shanghai composite index was relatively strong and once turned red. The performance of gem index and Shenzhen composite index was relatively weak and basically fluctuated underwater.
In terms of the increase ranking of the industry sector, the East digital West computing, state-owned assets cloud concept, covid-19 medicine, data center, coal industry, Huawei Euler and other sectors led the increase, while the civil explosion concept, batteries, precious metals, chemical fertilizer industry, jewelry, salt lake lithium extraction, shipbuilding and other sectors led the decline. As of the time of posting, the number of gainers and losers are basically split in half, and the profit-making effect is general. Northbound funds bought a net 2.8 billion yuan.
message interpretation
The national development and Reform Commission and other departments jointly issued documents and agreed to start the construction of National Computing hub nodes in Beijing, Tianjin and Hebei, the Yangtze River Delta, Guangdong, Hong Kong and Macao Bay area, Chengdu and Chongqing, Inner Mongolia, Guizhou, Gansu and Ningxia, and planned 10 national data center clusters. So far, the overall layout design of the national integrated big data center system has been completed, and the “counting from the east to the west” project has been officially launched.
To calculate from the east to the west is simply to put the data generated in the eastern region into the western region for calculation. With the rapid development of 5g, cloud computing, short video, artificial intelligence and VR industries, China’s demand for data processing computing power is higher and higher. It is estimated that the national demand for data computing power will maintain an increase of about 20% in the next few years, which requires the construction of a large number of data centers to improve data processing capacity. However, the construction of the data center consumes land, electricity, water and other resources. The eastern region is economically developed and densely populated, and the land that can be used for the construction of the data center is relatively limited. The western region is vast and sparsely populated, with rich land and power resources for the construction of data centers. Therefore, the “counting from the east to the west” came into being, which essentially belongs to a part of the new infrastructure field. Therefore, this will once again catalyze the opportunities of the new infrastructure subdivision field. The subdivision directions such as IDC, cloud computing, big data and it equipment deserve attention.
should focus on strategies and directions
On the whole, the advantage of undervaluation and the expectation of China’s wide credit policy are beneficial to the market, but the continuous peripheral conflicts will also affect the improvement of market risk appetite, and there is still the possibility of repeated bottoming in the short term. Before the market trend changes, we should be cautious and not blindly increase our positions.
The main line of value growth is to wait patiently, but the direction of value growth needs to be strong in the near future. It can be configured in a balanced manner, but pay attention to the overall position.
