Investment summary:
Talk every Monday
Ubisoft encountered a “network security incident”: on March 11 local time, Ubisoft announced that it had experienced a network security incident, resulting in the temporary interruption of some of its games, systems and services.
Russia Ukraine War: cyber war is a new type of war. Cyber security is related to national security. Ukraine has closed many departments due to cyber attacks, exacerbating the disadvantage of the war.
Report of the two sessions: the government work report once again emphasizes network security. CPPCC members suggested that network security should be included in the new infrastructure and network security insurance should be formulated.
Market review:
The performance of the computer industry continued to improve last week. Last week, the overall market was relatively pessimistic, with various sections falling to varying degrees. Among them, the computer section performed better, ranking seventh in the Shenwan industry.
The software end of the top ten stocks in the computer industry fell sharply. Last week, the top ten computer stocks were divided, led by Yonyou Network Technology Co.Ltd(600588) , Navinfo Co.Ltd(002405) , Zhejiang Dahua Technology Co.Ltd(002236) and others. Hardware manufacturers performed better than software, showing a situation of “hard strength and weakness” as a whole.
The top ten gains in the computer sector mainly focus on network security. The top 10 stocks in the computer sector this week mainly focused on network security and related fields, such as smart city, financial it and smart medicine.
Investment strategy:
We believe that the relevant targets of the subsequent network security sections will benefit. We recommend: Xinjiang Sailing Information Technology Co.Ltd(300588) ( Xinjiang Sailing Information Technology Co.Ltd(300588) . SZ), Weide information (688171. SH), Westone Information Industry Inc(002268) ( Westone Information Industry Inc(002268) . SZ), Shenzhen Emperor Technology Company Limited(300546) ( Shenzhen Emperor Technology Company Limited(300546) . SZ) and Jilin University Zhengyuan Information Technologies Co.Ltd(003029) ( Jilin University Zhengyuan Information Technologies Co.Ltd(003029) . SZ).
Risk tips: policy implementation is less than expected, technology and actual construction implementation is less than expected, downstream demand risk, etc.
