Abstract: Recently, the construction of “counting from the east to the west” has been accelerated, and the two major data centers of Chongqing cluster have started to speed up the project process. The large-scale project of “counting from the east to the west” was officially launched on February 18, 2022 to coordinate the computing resources of the East and the West. A total of 8 hubs and 10 national data centers are planned to be established. The national strategy and construction progress are accelerated, which is conducive to the industrial chain of “counting from the east to the west”, and the key targets urgently need value discovery.
This week’s view:
Theme: a few days ago, the construction of “counting from the east to the west” was accelerated, and the two data centers of Chongqing cluster started to speed up the project process. On February 18, 2022, the state launched the large-scale project of “counting from the east to the west”, coordinated the computing resources of the East and the west, and planned to set up 8 hubs and 10 national data centers. The development of “counting from the east to the west” is of great strategic significance, and data and computing power have become important production factors; The distribution of computing power resources in the East and West is uneven, and the project coordinates and schedules computing power to achieve efficient development. The national strategy and construction progress are accelerated, which is conducive to the industrial chain of “counting from the east to the west”, and the key targets urgently need value discovery. During the construction period, the upstream infrastructure construction is the first to benefit and benefit the upstream manufacturers; The acquisition capacity of land resources in the East and the listing rate in the West determine that the leading enterprises operated by IDC are always strong; Pue manufacturers benefit from low requirements for liquid cooling.
The combination of “golden stock” is a combination of the combination of the combination of the combination of the “golden stock” and the combination of the combination of the “golden stock.” the combination of the combination of the combination of the “golden stock” is a combination of the combination of the attention: the operator (China Mobile, China Pacific Insurance (Group) Co.Ltd(601601) China Pacific Insurance (Group) Co.Ltd(601601) 60172ofthe 60172of the 60172of the 60172 ” ” ” ” connector ( Suzhou Recodeal Interconnect System Co.Ltd(688800) ).
Market review:
Operators rose 0.09% last week, and the rest were slightly corrected due to the impact of the market. At present, the investment style is still defensive. It is recommended to recommend high dividend yield and high-value stocks. It is recommended to continue to pay attention to the disclosure of the company’s annual report and the first quarterly report. Among them, the communication industry dominated by operators is highly defensive, so it is recommended to continue to pay attention. From the perspective of the whole week (04060408), the weekly income of the “gold stock” portfolio has increased. Calculated according to the weighted average of the circulating market value, the weekly rise and fall of the portfolio is 0.25%, outperforming the communication sector (- 0.8%), the gem index (- 3.66%), the Shanghai Composite Index (- 0.67%) and the Shanghai Shenzhen 300 (- 0.52%).
Risk tips:
Due to the uncertain factors caused by the Sino US trade friction, the 5g construction speed did not meet expectations, and the epidemic repeatedly led to the pressure on China’s economy. The progress of the “counting from the east to the west” project was affected by the epidemic.
