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網絡安全板塊走強 滴滴出行下架 網絡安全站上風口
格隆匯7月5日丨網絡安全板塊早盤走高,任子行、國華網安漲停,奇安信大漲超8%,藍盾股份、綠盟科技漲超7%,北信源、三六零等跟漲。

昨日,網信中國發布關於下架“滴滴出行”App的通報,通報稱,根據舉報,經檢測核實,“滴滴出行”App存在嚴重違法違規收集使用個人信息問題。安信證券表示,參考相關部門官網,滴滴出行是《網絡安全審查辦法》出台以來首次被公開實施網絡安全審查的企業。
隨着滴滴事件發酵,資本市場開始關注相關板塊的機會。有私募人士和研究員表示,網絡安全和信創兩個板塊可能會因滴滴事件而爆發。這其中,網絡安全尤其值得重視。據Wind數據,目前這個板塊市值超過5500億元,相關上市公司股東户數超過188萬。
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