This week's view:
At present, the computer industry shows internal plate rotation. Previously, the hot energy it and intelligent driving plates have been periodically consolidated, while some oversold and undervalued plates have begun to rotate and repair. There are four commonalities: 1) the relative bottom of the stock price (since the high point of the computer plate in 2020); 2) After cutting from high to low, the valuation in 2022 is at a historical low; 3) Maintain medium and upper growth rate and prosperity in 2022; 4) Industries or themes with strong short-term expectations.
At Q1, the restless window in spring is approaching. It is judged that the bank it, network security, metauniverse and other tracks have the conditions for undervaluation switching, and the intensity and sustainability of subsequent catalysis will determine the rise of the plate. Judging that the Winter Olympic Games (opening in early February 2022) will become the focus of market attention and bring strong catalysis to multiple tracks, sort out three related main lines: Winter Olympic main line 1: digital currency, promoting the leading of bank it and machines and tools. Recently, there has been a heated discussion on digital RMB in the market, mainly due to the launch of "digital RMB (pilot version) app" in major app stores on January 4, 2022. It can be seen from many high-level statements that the construction of the whole scene of digital RMB application is an important part of the infrastructure construction of the Winter Olympic Games. At present, 359000 digital RMB Winter Olympics scenarios have been implemented, including transportation, catering and accommodation, shopping and consumption, tourism, health care, communication services, ticketing and entertainment. Bank it is the core beneficiary link of the implementation of digital money industry, and the beneficiary objects include Tansun Technology Co.Ltd(300872) , Shenzhen Sunline Tech Co.Ltd(300348) , Global Infotech Co.Ltd(300465) , Digital China Information Service Company Ltd(000555) , Northking Information Technology Co.Ltd(002987) , etc. In addition, the downstream software and hardware wallets and machines and tools transformation benefit from the following subjects: Urovo Technology Co.Ltd(300531) , Newland Digital Technology Co.Ltd(000997) , Xgd Inc(300130) , Lakala Payment Co.Ltd(300773) , Grg Banking Equipment Co.Ltd(002152) , Chutian Dragon Co.Ltd(003040) , Feitian Technologies Co.Ltd(300386) , Eastcompeace Technology Co.Ltd(002017) .
The main line of the Winter Olympics: binary universe, push an virtual anchor / marketing leader. CCTV has added a new CCTV news AI sign language virtual anchor, which can not only report the Winter Olympic news, but also broadcast the event sign language live in an accurate and timely manner. Since the beginning of the Beijing Winter Olympic Games, it will provide sign language services for hearing-impaired friends with "Ai" wisdom. In the meta universe depth report, we calculated the industrial space: front-end equipment (134.9 billion yuan) > back-end infrastructure (40.7 billion yuan) > Content Market (27.9 billion yuan) > underlying architecture (13 billion yuan). The above is not only a spatial ranking, but also a deterministic ranking - on the contrary, the poor expectation focuses on the scene content (New Application & penetration) and underlying architecture (block chain) of the industrial chain. At present, the meta universe has many expected application directions, including but not limited to virtual human, military application (map & Simulation) and smart city (twin). Among them, virtual human is the fastest application in the meta universe industry: the first is the virtual anthropomorphic anchor leader Iflytek Co.Ltd(002230) , other beneficiary targets include virtual human marketing leader Bluefocus Intelligent Communications Group Co.Ltd(300058) , digital copyright & digital human leader Beijing Jetsen Technology Co.Ltd(300182) (media group coverage), and other beneficiary targets include Changsha Jingjia Microelectronics Co.Ltd(300474) , Beijing Supermap Software Co.Ltd(300036) .
Winter Olympics main line 3: network security, push the Winter Olympics security leader. Like major sports events in previous years, the network security of the Winter Olympic Games is very important. Considering the comprehensive application of 5g and Internet of things, network security has become an important guarantee for the successful holding of the Winter Olympic Games. The first network security category in the sponsor system of Beijing 2022 Winter Olympic Games and winter Paralympic Games, Qi An Xin Technology Group Inc(688561) has become the first official sponsor of network security services and anti-virus software in Olympic history. In combination with the data security, privacy calculation and geographic data security dividends caused by didi event since 2021, and considering the catalysis brought by major security events such as the Winter Olympic Games, the security leader Qi An Xin Technology Group Inc(688561) of the Winter Olympic Games is the first. Other beneficiaries include: 1) all-round security leaders: Dbappsecurity Co.Ltd(688023) , Sangfor Technologies Inc(300454) , Venustech Group Inc(002439) , Nsfocus Technologies Group Co.Ltd(300369) , Topsec Technologies Group Inc(002212) ; 2) Geographic digital security leader (national team): Navinfo Co.Ltd(002405) .
Computer - overall investment proposal, focusing on six main lines:
1. Main line of cloud computing SaaS: focus on recommending enterprise SaaS leader Yonyou Network Technology Co.Ltd(600588) , office software leader Beijing Kingsoft Office Software Inc(688111) (joint coverage with small and medium-sized disks), and super Integration Leader Sangfor Technologies Inc(300454) .
2. Main line of financial technology: focus on recommending securities it Hundsun Technologies Inc(600570) and life payment Longshine Technology Group Co.Ltd(300682) (jointly covered by communication groups). In addition, Shenzhen Sunline Tech Co.Ltd(300348) , Hithink Royalflush Information Network Co.Ltd(300033) are all upward facing the boom.
3. Main line of intelligent driving: it is recommended to focus on the on-board OS leader Thunder Software Technology Co.Ltd(300496) , the intelligent cockpit leader Huizhou Desay Sv Automotive Co.Ltd(002920) (joint coverage of vehicle groups), and the high-precision map leader Navinfo Co.Ltd(002405) as the key beneficiaries.
4. Main line of artificial intelligence: the intelligent voice leader Iflytek Co.Ltd(002230) is recommended. Meanwhile, yunzhisheng and other companies that will soon be listed are also the beneficiaries.
5. Main line of network security: focus on recommending emerging security double leaders Qi An Xin Technology Group Inc(688561) + Sangfor Technologies Inc(300454) , Dbappsecurity Co.Ltd(688023) as a subdivided emerging security leader will also benefit in depth. Other benefit targets include: Venustech Group Inc(002439) , Xiamen Meiya Pico Information Co.Ltd(300188) , etc.
6. Main line of Xinchuang: domestic WPS leading manufacturer Beijing Kingsoft Office Software Inc(688111) (jointly covered with small and medium-sized disk groups), domestic middleware leading Beijing Tongtech Co.Ltd(300379) , domestic PDF leading Fujian Foxit Software Development Joint Stock Co.Ltd(688095) , and domestic server leading Dawning Information Industry Co.Ltd(603019) .
Risk tips:
Systemic risks, the landing of scientific and technological innovation policies is less than expected, and the game between China and the United States is intensified.
