The concept of "China Cloud" by hot money

Stimulated by this message, the cloud computing sector and the computer sector performance outstanding, deferred China Intelligence (002178), the East Soft Carrier (300183), Dashi Intelligence (002421), Rongzhilian (002642), Zhong Qing bao (300052) and so on a number of shares are closed to limit, become http:// Www.aliyun.com/zixun/aggregation/16380.html ">a stock market yesterday the biggest bright spot. Even the downturn in the Han Wang Technology (002362) and other stocks, but also "rain equitably" appeared a sharp rise.

From the perspective of the market, the industry estimates that China's "cloud computing" market income average annual growth of up to 30%, the next three years output value scale will reach 200 billion yuan, the future of the relevant enterprises should be worth watching. But yesterday after the Billboard data show, hot money is still "cloud computing" concept of the main speculation, and institutional participation is not very interesting. Take Dashi intelligence For example, buy the amount of the first 5 are idle money, while the first 5 sold amount of two institutions, the cumulative sale of 8.113 million yuan.

Galaxy Securities analyst Mengjing to this explanation, cloud computing theme is not new, there is a certain amount of repeated speculation space. Given the wide range of cloud computing applications and the high level of valuations on the plate as a whole, a selection of stocks is needed. The selection principle is in two directions: first, the current valuation level is relatively reasonable, once the event-driven, then its valuation will appear a larger increase in the stock;

(Responsible editor: The good of the Legacy)