97 cattle stocks to create a new record of three industry hi-da pu rush to welcome the Spring Breeze

Editor's note: With the festival approaching, the market in the concussion finishing a small climb, as of yesterday, the Shanghai Composite Index February cumulative rise of 0.37%, the same period gem Rose 12.86%. At the same time, a number of shares in the plate to create a record high, the market has become the focus of attention. Statistics show that since February, the Shanghai and Shenzhen cities have a total of 97 shares of stock prices to create a record high, become the target of the funds concerned. From a record-high concentration of the industry, the media, computers and communications three of industry companies accounted for the proportion of the number of industry components, today this article on the above industry analysis and interpretation for investors. Media to grasp investment opportunities according to data statistics, since February, the media sector has 13 stocks to create a record high, are: Anhui New media, the number of media, business treasure, the new century, Shun Rong 37, think the United States media, Wanda Hospital line, music network, Shanghai Steel Lian, 365 network, the full pass education, Chinese online, Kunlun worldwide, Accounting for 69 of the industry in the 18.84% component stocks, in 28 of the industry ranked first. It is noteworthy that the new media in Anhui province yesterday hit a record high of 21.5 yuan, the price of 21.28 yuan. From 2014 to today, the company has issued three foreign investment announcements, from the direction of investment, the main direction of the company's investment in the upstream content industry chain expansion, investment in the Phoenix Bookstore in France, in order to expand the overseas distribution channels, the country to encourage "cultural out of" the big strategy as the background, the company in the domestic bookstore successful operation experience, The use of the Phoenix Bookstore, the realization of Chinese culture and the integration of the world culture, but also for the Chinese culture to go out to provide propaganda window, regardless of the company's business development or national cultural industry strategy, the significance is very significant; investment New World Publishing house, will obtain richer content resources. In this respect, the National Yuan securities are expected, the company 2014, 2015, 2016 earnings per share will reach 0.80 yuan, 0.98 yuan, 1.2 yuan, corresponding to 2014, 2015, 2016 dynamic P/E ratio is 23 times times, 19 times times, 15 times times respectively. The company's current valuation does not fully reflect the future transformation expectations, based on the company's future transformation of the optimistic, maintain the company "recommended" investment rating. As for the media industry, Changjiang Securities believes that investment opportunities need to be grasped from two aspects. First, the leading companies with performance support, after the rebound valuation is still rational, there is no downside risk, focus on the emotional warming and its own fundamental breakthroughs brought about by the increase and buy opportunities, marked: Provincial wide shares, blue cursor, huayi film and television, Austrian fly anime, Medium and South media, Anhui New media, China record hundred. Second, firmly optimistic about the Internet plate 2015 years of performance, especially with the development of the logic of the subdivision of the direction and the target, the key recommendations include: 1. A rare platform-like company-Le video network, with the upcoming video film, mobile phones and other new business development, the company's market value has continued to improve the space; 2. Internet O2O and trading platform type standard, the key recommendation: 365 Network--O2O Strategic advance resolutely and quickly openExhibition, new products are coming out, business po-trading platform is expected to be on line, the fundamentals ushered in a huge breakthrough; 3. Internet finance, the key targets: Oriental wealth, great wisdom, with flowers shun. Computers focus on the Internet transformation of traditional IT vendors according to data statistics show that since February, the computer plate has 18 stocks to create a record high, respectively: Hang Seng Electronics, letter Astec, Bao letter software, sea long software, Guardian Pass, Leibo technology, Jie Shun technology, Beyondsoft science and Technology, China Branch gold Wealth, silver Jie, Wanda information, think, Arima software, spin-pole information, tripod software, ishares information, Jing-Tian-li, Hao Feng technology, accounting for 132 of the industry's 13.64% constituent stocks, in 28 of the industry ranked second. It is worth noting that the Hang Seng electronic shares hit a record high of 78.21 yuan yesterday, the price of 77.99 yuan. Recently, the company announced that the company intends to implement employee investment "Innovation business subsidiary" of the shareholding plan, with the company's wholly-owned subsidiary Daniel Yun Investment, the company's staff to jointly set up a number of limited partnership, as the "Innovation Business subsidiary," the investment main platform company. The company will also set up cloud summer investment, as the capital market line of business staff holding investment in the main platform company. In addition, the company also with Cloud Han investment, Cloud Bank investment joint investment set up Hang Seng Cloud Network, and its registered capital expansion to 60 million yuan. For investment in the computer industry, market participants believe that investors should focus on "software definition everything" and the long-term investment opportunities brought by it localization, the Yangtze securities that the current computer sector valuation of the company valuation is not expensive, and do not look at the valuation of the market value of the company market value is not high, The future investment opportunity of the computer plate lies in the Internet transformation of the traditional it vendors, or the enterprises with high quality but low valuation. Among them, the internet finance, corporate Internet, Internet medical, information security, state-owned enterprise reform, such as the main focus of the switch is expected to run through 2015. We strongly recommend Ufida, Shenzhou information, Hang Seng Electronics, Guang Lian da, weining software, Wanda Information, Meansen, oriental State letter, Ding Jie software, letter Astec, at the same time recommended the allocation of Gold card shares, poly-Dragon shares, Guardian, thousands of technology, digital Governance, Oriental Network Force, run and software, Czech into shares, Huayu software. Communications enjoy growth premium according to data statistics show that since February, the communications sector has 5 units to create a record high, respectively: good news Feihong, the first spirit of information, Kingschino, Wu Tong Communications, State technology, accounting for 60 of the industry's 8.33% component stocks, in 28 of the industry ranked third. It is worth noting that the good news Feihong shares yesterday hit a record high of 34.57 yuan, the report received 32.94 yuan. Guotai to the company "overweight" rating, to maintain the target price of 38 yuan. Good news Feihong command and dispatch system has been widely used in railway and rail transportation industry, and it is facing the important opportunity of developing national defense and customs market. And the company announced February 6 employee shareholding plan completed, two-level market to buy good news Feihong stock 4.2 million shares, the purchase price of 26.97 yuan, the total amount of 113 million yuan. The company through the staff holdingUnit plan, will fully mobilize the enthusiasm of the staff to open up the space for sustained high-speed growth. From 2014 to 2016 earnings per share of 0.29 yuan, 0.52 yuan, 0.8 yuan, to maintain the target price of 38 yuan, to maintain "overweight." Galaxy securities that, with the overall construction of 4G network, the growing popularity of smartphones and from personal consumption to the field of intelligent terminal Innovation, consumer Internet in-depth development, industrial Internet in the ascendant, operators to break through the business pipeline change pressure and opportunities are increasingly prominent, civil-military integration, Anti-corruption and the rise of National defense informatization Short Board accelerate the development; the 2015 Internet and digital marketing, information security, Beidou and satellite communications and other representative industries and policy focus areas, will continue to enjoy a growth premium. It is suggested that we should actively grasp the industrial opportunity of large data and digital marketing of the telecom industry's nuggets operators (from application to data processing and collection, optimistic about Wu Tong Communications, hkust flying, the Oriental Country letter, the first spirit of information and a prosperous photoelectric), Beidou civil-military use of scale to bring the performance of the expected driving investment opportunities (the first sea-grid communications, vibration core technology, Second, focus on the creation of Li-Tong, the public think strong, Zhonghaida. The article content is for reference only, does not constitute the investment proposal. Investors operate at their own risk.