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中信建投:關注政策催化IT投資景氣度向上方向
中信建投研報指出,國家電網2024年全年投資將首次超過6000億元,下半年投資總額或將環比翻倍。《數據中心綠色低碳發展專項行動計劃》發佈,綠色節能數據中心建設或將進一步加速落地,利好國產算力。交通運輸部支持交通基礎設施數字化轉型升級,疊加設備更新政策,交通信息化廠商直接受益。二十屆三中全會強調“安全”,對應科技自主可控需求。建議關注:1)中報預期較好的標的;2)政策催化方向,關注信創、税改預期、電改深化和交通政策;3)AI中的算力和流量入口標的;4)科技安全自主可控產業鏈。
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