Key investment points:
In this period, CITIC computer index fell 0.97%, underperformed the market by 0.58 percentage points, outperformed the gem index by 3.03 percentage points, and ranked 18th among 30 CITIC primary industries. 78 stocks rose, 2 were flat, 204 fell, and the following fell mainly. Leading concepts include smart medical index of 2.18%, virtual reality index of 1.82% and meta universe index of 1.27%. At present, the industry valuation is 51.99 times, lower than all medium and long-term average levels.
In the current period, the computer industry mainly fell, and the overall performance was weak, especially on the payment day of China Mobile on Friday. Considering that China Mobile raised up to 56 billion yuan, which is the largest IPO in recent 10 years, the fund-raising effect is also very obvious.
From this week’s information, it is positive and positive for the long-term development of the industry as a whole.
(1) Alibaba cloud has not reported epic security vulnerabilities to the regulatory authorities, which has brought great risks to China’s network security. Therefore, Alibaba cloud has been punished by the nature of warnings by the regulatory authorities, and has also been paid more attention and discussed by the IT session.
(2) The news that Weiya was fined 1.341 billion yuan has become the biggest hot spot this week. Behind the massive punishment, we see that the construction of information system and electronic data support have played a vital role in collecting and mastering data. We believe that after the completion of the fourth phase of golden tax, China’s tax management ability will be improved to a higher level for tax evasion and tax evasion of individuals and enterprises Will form a precision strike.
(3) A large number of problems in Xi’an epidemic prevention and control come from the construction of information system. The epidemic is also forcing the government to strengthen its governance and management ability through digital construction.
(4) According to the data of last year’s electronic medical record released by the Health Commission, we can see that there is a large gap between tertiary hospitals and secondary hospitals in the completion of last year’s indicators. With the subsequent inclusion of intelligent service and intelligent management indicators in the assessment, it is bound to bring continuous demand support to medical informatization.
(5) With the listing of Shangtang in Hong Kong stocks on December 30, we believe that it is expected to promote the listing process of Chinese AI companies and have important guiding significance for their stock price performance.
Risk warning: uncertainty of international situation; Upstream enterprises cut spending under inflation; Local debt risk release; The epidemic development exceeded expectations.
