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平安证券:计算机行业未来有望迎来业绩和估值的双重提升

Ping An Securities: The computer industry is expected to see a dual increase in performance and valuation in the future.

Breakings ·  Oct 8 14:12

Ping An Securities' research report pointed out that the subsequent implementation of policies will continue to consolidate China's economic recovery and further boost confidence in the capital markets. As an important part of the new productive forces, the computer industry is expected to see a dual increase in performance and valuation in the future. Continued bullish on investment opportunities in the computer industry, recommending focusing on three sectors. 1) Technology and innovation sector, benefiting from the development of new productive forces, recommending Hygon Information, Loongson Technology, Dawning Information Industry (ZYKG), Digital China Group, Kingsoft Office Software, Taiji Computer Corporation, suggesting attention to Neusoft Corporation, Talksweb Information System, Jiangsu Hoperun Software, Jiangsu Eazytec Co., Ltd., China National Software & Service, Archermind Technology (Nanjing)Co., Ltd., Thundersoft Software Technology, Beijing Vastdata Technology, Fujian Foxit Software Development Joint Stock, Rohos Software, Kirin Network Security, Ygsoft Inc.; 2) AI sector, benefiting from the development of new productive forces, strongly recommending Thunder Software Technology, Maxvision Technology Corp., Venustech Group Inc., recommending Foxconn Industrial Internet, Inspur Electronic Information Industry, Unisplendour Corporation, iFlytek Co., Ltd., suggesting attention to Cambricon Technologies, Changsha Jingjia Microelectronics, Wondershare Technology Group, RichInfo Technology; 3) Financial IT sector, benefiting from the active capital markets, strongly recommending Hundsun Technologies Inc., recommending Fujian Apex Software, Yusys Technologies, suggesting attention to East Money Information, hithink royalflush information network.

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