Key investment points:
Industry dynamics
International market: Google: release the machine learning model for protein analysis – protenn; AMD’s next generation computing card appeared for the first time: four core combination; Ultra safe Nuclear Corporation (USNC): 3D printing can create nuclear fuel and reactor components.
China market: 360 push enterprise security cloud; IDC: release the share of IT solution manufacturers of China’s digital government; Microsoft: Microsoft smart cloud azure is officially launched in the fifth data center area in China.
Hardware price index
The price index of computer hardware in this period is 102.67, which is the same as that in the previous period, of which the price index of notebook is 104.16, which is the same as that in the previous period; The desktop price index was 94.24, unchanged from the previous period; The tablet price index was 123.88, unchanged from the previous period.
The price index of DIY accessories in this period is 88.02, which is the same as that in the previous period, of which the price index of LCD is 92.64, which is the same as that in the previous period; The main board price index was 87.75, unchanged from the previous period; The CPU price index was 80.27, unchanged from the previous period; The hard disk price index was 104.80, unchanged from the previous period; The memory price index was 83.40, unchanged from the previous period; The graphics card price index was 60.73, unchanged from the previous period.
Important developments of A-share listed companies
Dawning Information Industry Co.Ltd(603019) : strategic cooperation with Dbappsecurity Co.Ltd(688023) Piesat Information Technology Co.Ltd(688066) : sign strategic agreement with Hangzhou Hikvision Digital Technology Co.Ltd(002415) Beijing Egova Co.Ltd(300075) : obtain the second level certificate of compliance with the operation and maintenance standards of ITSS information technology services.
Weekly market review and investment strategy outlook
From February 28 to March 4, the CSI 300 index fell 1.68%, the Shanghai Composite Index fell 0.11%, the Shenzhen Component Index fell 2.93%, the gem index fell 3.75%, the computer industry fell 2.85%, and the computer equipment sector fell 3.02%. In terms of individual stocks, Brilliance Technology Co.Ltd(300542) , Shanghai Yanhua Smartech Group Co.Ltd(002178) , Shenzhen Forms Syntron Information Co.Ltd(300468) led the increase Thunder Software Technology Co.Ltd(300496) , Shanghai Golden Bridge Infotech Co.Ltd(603918) , Sgsg Science&Technology Co.Ltd.Zhuhai(300561) led the decline. We believe that due to the situation in Russia and Ukraine, the swift sanctions on some Russian banks are expected to promote the development of China’s RMB cross-border payment system CIPS, so Brilliance Technology Co.Ltd(300542) , Shenzhen Forms Syntron Information Co.Ltd(300468) in the CIPS concept rose strongly; Benefiting from the relevant policies of counting from the East and counting from the west, Shanghai Yanhua Smartech Group Co.Ltd(002178) also rose significantly this week. The sharp decline of Thunder Software Technology Co.Ltd(300496) or the large amount of fixed increase due to the large amount of idle funds raised by the company, which makes the market question it. From the perspective of PE (TTM, overall method, excluding negative values), the valuation of the computer sector is at the lower middle level in history. This week, the computer sector made a slight correction. It is recommended that the sub industries and targets with favorable policies be optimistic about the following directions: financial it, cloud computing and network security. It is recommended to pay attention to Digital China Information Service Company Ltd(000555) ( Digital China Information Service Company Ltd(000555) ), Beijing Vastdata Technology Co.Ltd(603138) ( Beijing Vastdata Technology Co.Ltd(603138) ) Unisplendour Corporation Limited(000938) Unisplendour Corporation Limited(000938) ）。
Risk tips
There is uncertainty in the implementation of policies, and the steady growth investment is less than expected.
