[morning review]
The two markets closed green in the morning. As of the afternoon closing, the Shanghai Composite Index fell 0.62% to 320555 points; The Shenzhen Component Index fell 1.08% to 1158784 points; The gem index fell 1.57% to 242753. On the disk, steel, electric power, food and beverage, commercial department stores, banking and other industries rose against the trend, while logistics, engineering consulting services, decoration, batteries, education and other sectors led the decline. In terms of concept, the concept of longevity medicine, condiment, low-carbon metallurgy, covid-19 drugs, vitamins and other sectors are strong, while the concept sectors such as unified big market, Huawei Euler, virtual digital man, NFT and helium are weak. In terms of energy, as of the closing of the afternoon market, the total turnover of the two markets was 576.14 billion yuan.
[afternoon opportunity]
Today (April 15), the national development and Reform Commission said at a press conference that since this year, 25 of the 10 national data center clusters have started new projects, driving investment in all aspects of more than 190 billion yuan. Among them, the investment in the western region increased six times over the same period last year, and the investment generally showed a good trend of transfer from east to west. It is estimated that during the “14th five year plan” period, the investment in big data center will increase by more than 20% every year, and the cumulative investment in all aspects will exceed 3 trillion yuan. We will further strengthen overall planning, give play to the policy superposition effect, accelerate the improvement of the influence and cohesion of the eight computing hubs, and effectively drive the upstream and downstream investment in the big data center industry.
Data center is not only a strategic resource and public infrastructure to support future economic and social development, but also the most critical link related to energy conservation and consumption reduction of new infrastructure. The state vigorously promotes data center investment and is expected to carry out supply side reform of China’s data center industry. It is suggested to pay attention to the opportunities it brings to IDC and other industrial chains
