華西證券:關注數據要素三個方向的投資機會
華西證券研報指出,一是頂層佈局日益成熟,數據要素與實體經濟深度融合。國家層面正以前所未有的重視度推動數據要素的發展,數據已成為新時代經濟發展的核心驅動力。《國家數據標準體系建設指南》的印發,見證了數據要素從宏觀政策向地方與企業的深度滲透。二是公共數據要素潛能釋放,地方與數商攜手共創新局。公共數據授權運營成為建設數據要素市場、釋放數據紅利的關鍵路徑。三是數據資產入表引領創新,場景驅動打造價值新高地。《企業數據資源相關會計處理暫行規定》的正式實施,標誌着數據資源正式邁入資產化時代,中國上市公司數據要素資產化進程顯著加快。建議關注三個方向的投資機會:1)國資雲及數據開發商(太極股份、深桑達等);2)三大運營商(中國移動、中國電信等);3)數據運營商及加工商(開普雲、拓爾思等)。
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