Cloud computing: Policies support Performance warming

Statistics show that yesterday's cloud computing sector as a whole rose 1.71%, ranked the forefront of the plate. Among them, Rongzhifa [25.07 10%] volume limit, tuo si [27.11 5.12%], east China computer [25.04 4.38%], silver shares [10.67 4.3%] and so on rose more than 4%, occupies this plate to rise in the forefront. In addition, Ufida [18.36 3.73%], network technology [13.46 3.46%], special information [7.60 3.12%], Hua sheng Tiancheng [10.45 2.75%] and other stocks also performed well.

From yesterday's capital flow to see, ZTE [15.55-0.38%], Song Hua cable [8.40 0.48%], the same party shares [10.74 5.6%] Large single capital inflow 20.4747 million yuan, 6.8307 million yuan and 5.7378 million yuan respectively, the net inflow of the plate of the top three.

Recently, the good performance of technology technology has pushed the Nasdaq index to record 11-year highs. Of the 56 technology companies covered by the S & P 500 index, 35 have already disclosed results, with overall net profit growth at 20.68% per cent, at the top of the 10 plate, and 25 earnings better than expected.

A few days ago, the NDRC Joint Ministry of Industry Ministry of Finance grants 1.5 billion support cloud leader. How to search for value-added services and explore the profit model will be the core issue of whether cloud computing can land in China. From the long-term 5.44.html ">, the domestic Small and medium-sized enterprises will be cloud computing blue sea, small and medium-sized enterprise information needs for the cloud service providers to create a broad space for development." In the cloud computing industry chain Trust Securities most bullish cloud service provider. Recommended long-term concern Ufida, Neusoft Group [8.75 1.98%], Billiton, Ning Software [35.40 1.43%], Warburg stock [19.15 0.1%], Tianji technology [25.18 1.9%].

According to Sadie consultant data, 2012 China cloud computing market size can reach 60.678 billion yuan.

At present, some software companies are lower than expected quarterly, but given that the four quarter is the peak of software enterprise revenue recognition, so whether the industry faces overall profitability decline remains to be seen. In the short term, the plate will still fluctuate with the big city.

Security of securities proposed three investment clues: first, the industry boom, performance growth identified companies, including Hai Kang Wei as [36.70-1.21%], Dahua shares [43.29-1.39%], Han get information [15.58 2.84%], Ning Software.

Second, the steady growth in performance, the third quarter lower than expected to make the share price fell sharply, the current valuation of relatively cheap companies, including soft holdings [14.82 0.75%], radio and Television Express [21.38 1.62%], silver shares.

Third, the beneficiary industry policy support companies, including the cloud computing sector of Huasheng Tiancheng, East China computer, wave information [16.21 1.57%], Ufida, Neusoft and geo-Information section of the Super map software [18.08 0.11%], CSCL [20.86 6.7%] and four-dimensional map new [20.97 1.7%].

(Responsible editor: The good of the Legacy)