Yesterday, the theme of "counting from the east to the west" in the A-share market continued to heat up, and the concept sector of computing power lifted the tide of daily limit again, driving the activity of theme stocks in turn. The trend of related stocks was strong, and many sectors such as state-owned assets cloud, big data and edge computing all rose by more than 3%.
Securities companies generally believe that the "counting from the east to the west" project has been fully launched, and the development trend of superimposed digital economy is expected to form deterministic opportunities in the whole field of data communication.
The full launch of the project of "counting from the east to the west" has aroused strong concern in the capital market. Yesterday, the A-share market computing power concept sector lifted the limit tide again, driving the theme stocks to be active in turns. As of the close, the Shenzhen Composite Index turned red, but the gem index was still weak. China Securities 500 index, China Securities 1000 index and other indexes showed a strong recovery trend. In the context of relatively weak heavyweights, the trend of small and medium-sized market value varieties in Shanghai and Shenzhen is active.
Although the index showed a differentiation trend, the number of rising stocks in the two cities was much more than that of falling stocks yesterday. Yesterday, more than 3400 stocks rose in Shanghai and Shenzhen, of which more than 100 stocks rose by the limit and more than 1100 stocks fell. The "100 share limit" reappeared, and the market sentiment warmed up.
Affected by the recent activity of theme stocks, the willingness of hot money to participate in the market has increased significantly. According to the public information of yesterday's transaction, hot money participated in many active themes such as "counting from the east to the west", digital currency, infrastructure, covid-19 drugs, and several stocks such as Hengbao Co.Ltd(002104) were bought by two hot money seats.
On the disk, stocks related to the theme of "counting East and counting West" have a strong trend, and many sectors such as state-owned assets cloud, big data and edge computing have increased by more than 3%. In terms of individual stocks, Leon Technology Co.Ltd(300603) , Beijing Topnew Info&Tech Co.Ltd(300895) rose by more than 10%, and many stocks such as Insigma Technology Co.Ltd(600797) , Ningbo Construction Co.Ltd(601789) , Jiangsu Shagang Co.Ltd(002075) rose by the limit. Lianban stocks also emerge in endlessly, Yimikang Tech.Group.Co.Ltd(300249) , Capitalonline Date Service Co.Ltd(300846) , Beijing Asiacom Information Technology Co.Ltd(301085) and other "20cm" trading for two consecutive days, Nanjing Canatal Data-Centre Environmental Tech Co.Ltd(603912) , Insigma Technology Co.Ltd(600797) , Shanghai Athub Co.Ltd(603881) and other stocks have a strong 2 Lianban, Black Peony (Group) Co.Ltd(600510) and 3 Lianban for four days.
After the release of the news of the full launch of the "Eastern digital and Western computing" project, a number of brokerage research institutes issued special reports. It is generally believed that the "Eastern digital and Western computing" project has been fully launched, superimposing the development trend of digital economy, and the whole data communication field is expected to form deterministic opportunities. Huatai Securities Co.Ltd(601688) said that the full launch of the "counting from the east to the west" project means that digital infrastructure ushers in a triple logical resonance of long-term (Technology) + medium-term (prosperity) + short-term (Policy). In the future, we can focus on the data center and its upstream server + optical module, base station equipment and its upstream PCB In the short term, the top-level policies of the three modules of digital infrastructure - Data Center (IDC), communication base station and industrial Internet platform have been fully launched.
China Securities Co.Ltd(601066) believes that if the national data center cluster construction promotes local governments, state-owned enterprises and other large, medium and small enterprises to accelerate the cloud, and the national computing power hub node uniformly deploys the national big data, computing power network, etc., it is possible to stimulate the demand for servers, memory, data communication switches, data communication optical modules and other equipment.
Looking forward to the future, Citic Securities Company Limited(600030) believes that the coverage of the "steady growth" policy has been expanding in the near future, the upgrading of the manufacturing industry and new infrastructure have helped to make steady progress in investment, the rescue measures of the service industry have accurately pointed to the short board of consumption, and the continuous refinement of policies in the future is expected to promote the faster stabilization of consumption. The main line of "steady growth" in the early stage mostly focuses on traditional industries with undervalued value. After the expansion of policy coverage, it is expected that the main line of "steady growth" is expected to be more diversified, and the value and growth style in the main line of "steady growth" are expected to be more balanced. In addition, after the Spring Festival holiday, the market liquidity pressure has been relieved rapidly, the concentrated position reduction and position adjustment of investors are coming to an end, the impact peak of overseas disturbance factors has passed, the attraction of RMB assets has been further improved, and the policy bottom, market bottom and sentiment bottom have been confirmed in turn. It is suggested to stick to the main line of "steady growth", focus on "two lows (low valuation and stock price)" and actively layout high-quality blue chips.
