The shares of tax friends rose by the limit, the computer ETF (512720) rose by more than 1.4%, and the turnover exceeded 5 million yuan. Galaxy Securities believes that the economic cycle + technological innovation cycle + monetary policy expectations of multiple factors will promote a relatively certain β market in the computer industry in 2022. It is suggested to focus on the following main lines: (1) in the context of the "double carbon" policy and the vigorous development of the new energy industry, the energy Internet system ushered in a major development opportunity. (2) the new generation of large traffic based on network transmission change (5G) + interaction mode change (VR/AR) + computing change (AI chips such as GPU) + content ecology (UGC) covers the Internet form of AIOT-meta-universe. (3) Security plus code, "Xinchuang" ecological iteration is accelerated, basic software (including industrial software) is the most beneficial, and can pay attention to the field of pan-security.