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國產軟件板塊掀漲停潮 三六零、潤和軟件等10餘股漲停
格隆匯6月10日丨今日鴻蒙概念股繼續爆發,拉動國產軟件板塊掀起一輪漲停潮,三六零、潤和軟件等10餘股漲停,誠邁科技、浪潮軟件、超圖軟件、久其軟件等跟漲。消息面上,華為鴻蒙系統發佈消息稱,已有中國銀行、中信銀行(信用卡)、廣發銀行(信用卡)宣佈接入HarmonyOS(鴻蒙),此外,券業也積極“聯姻”,已有逾30家券商宣佈支持全面兼容鴻蒙,支持操作系統國產化。據媒體,HarmonyOS升級用户已經突破1000萬。銀河證券認為,鴻蒙OS有望在萬物互聯時代實現彎道超車,推動我國物聯網生態的快速發展,相關國產軟件、模組、芯片以及智能硬件廠商有望深度受益。中原證券則指出,近期藉助鴻蒙概念,軟件行業漸漸獲得資金的關注,板塊整體出現回暖跡象,但同時警惕頭部高估值個股的風險釋放。

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