Cloud computing may be a hot spot in the market

Houli securities researcher, Hu and Wen recently wrote the computer industry research report. The paper said that the cloud computing industry would enter the Take-off phase in "Twelve-Five". From the relevant channels learned that "Twelve-Five" new generation of information technology industry development ideas, in the major application of demonstration projects led by the cloud computing will be in the social security, medical, education, employment and other fields are widely used. By 2015, China's cloud computing industry chain will reach 750 billion to 1 trillion yuan, the share of strategic emerging industries is expected to reach more than 15%.　　It is reported that the new generation of information technology industry development thinking clearly, "Twelve-Five" will implement backbone software and information service plan, cultivate 20 or so income more than 10 billion yuan backbone information service enterprises. Securities believes that the concept of short-term cloud computing may become a focus of market attention. Currently, we suggest to grasp three investment clues to find the structural investment opportunities in the industry: (1) in the next five years, cloud computing will be widely used in the fields of social security, medical care, education and employment, and the backbone enterprises with income exceeding 10 billion yuan are expected to stand out.　　The recommended combination is Neusoft, Ufida, Hua Sheng Tiancheng, wave information and wave software. (2) Companies that can provide services will be able to develop steadily, with more predictable profitability and a fast-growing potential for companies that can provide software products and services to consumers.　　The recommended combination is Tianji technology, the United States and Asia Cupressaceae, Han information and Lith Chen. (3) Companies with high certainty of growth, strong performance predictability and a safe margin for valuation. The recommended combination is soft controlled shares, Dahua shares, Hoi Conway and radio and Television Express. (Securities times)