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政策利好疊加Q3亮眼業績,信創+雲計算板塊近11日均升超38%
格隆匯 10-15 13:36
A股午後開盤繼續盤整走弱,信創板塊逆勢走高,截至發稿,信創ETF(562570)、雲計算50ETF(516630)分別升1.18%、0.9%,兩者近11個交易日均升38%。消息面上,中證信創指數和雲計算指數的共同成分股:浪潮信息,預計2024年第三季度歸母淨利潤同比增長40.85%-62.52%,業績預吿亮眼。此外,華為將於下週舉行新品發佈會,或帶動潤和軟件、軟通動力等華為概念股逆勢走強。天風證券認為,A股進入行情第二階段,市場可能已經“選擇”了計算機類板塊為代表的信創。計算機板塊是偏好科技成長類板塊資金為數不多的合力方向。中信證券則看好在超長期國債等潛在信創資金支持背景下,信創產業新一輪機遇湧現。信創全產業鏈代表:信創ETF(562570)跟蹤中證信創指數,一鍵打包50只涉及基礎硬件、基礎軟件、應用軟件、信息安全等細分領域的信創產業鏈核心股。雲計算產業鏈代表:雲計算50ETF(516630)跟蹤雲計算指數,側重雲計算服務、大數據服務等,如科大訊飛、新易盛、潤和軟件等。
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