數字經濟概念持續拉昇,易華錄漲超10%,工信部強調進一步做強做優做大數字經濟
格隆匯12月12日丨易華錄漲超10%,恆銀科技、太極股份漲停,神州數碼、三維天地、衞士通、用友網絡、萬達信息等跟漲。2022中國信息通信大會開幕式11日在成都舉行,工業和信息化部副部長張雲明在開幕式致辭中強調,要深化行業應用創新,進一步做強做優做大數字經濟。海通證券日前指出,10月中旬以來行業輪動頻繁,安全、中字頭國企、地產鏈、消費等輪番表現,這是底部第一波上漲的特徵。從政策支持、產業週期、市場面等維度看,低估低配的數字經濟有望成為持續性更強的主線。穩增長政策不斷落地,市場已步入上升通道,中期重視數字經濟,兼顧醫藥等消費。

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