計算機行業:市場小幅上行,關注雲計算和金融IT
機構:渤海證券
投資要點:
行情走勢11月30日至12月4日,滬深300指數上漲1.71%,上證指數上漲1.06%,深證成指上漲2.45%,創業板指上漲4.27%,申萬計算機行業上漲2.95%,其中計算機設備板塊上漲2.47%,計算機應用板塊上漲3.05%。
行業動態中國電信翼支付:5G技術將助力移動支付數字化轉型阿里雲推出AIoT邊緣計算產品家族共28個場景一體機產品覆蓋6大領域Win10支持運行安卓應用,欲向蘋果生態宣戰英特爾和谷歌雲聯手簡化混合雲和多雲部署首款國產車規級AI芯片出貨量超10萬顆
上市公司重要動態信息宇信科技:關於特定股東股份減持計劃的提示性公告安博通:關於獲得政府補助的公告北信源:關於獲得政府補助的公告
投資策略11月30日至12月4日,滬深300指數上漲1.71%,上證指數上漲1.06%,深證成指上漲2.45%,創業板指上漲4.27%,申萬計算機行業上漲2.95%,其中計算機設備板塊上漲2.47%,計算機應用板塊上漲3.05%。本週計算機板塊有小幅上漲。本週重點推薦關注以下幾個方向:金融IT和雲計算,股票池推薦關注金山辦公(688111)、恆生電子(600570)、用友網絡(600588)、同花順(300033)。
風險提示:政策落地存在不確定性、公司業績不及預期等。
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