Domestic software stock Rally

Abstract: Recently, the Central Government Procurement Center issued important Notice that the central authority of all computer products do not allow the installation of window S8 operating system. This news directly stimulates domestic software stock rally, yesterday, China software and other stock trading, operating system
Recently, central Government Procurement center issued important Notice that the central authority of all computer products do not allow the installation of "window S8" operating system. This news directly stimulates domestic software stock rally, yesterday China Software and other stock trading, operating system, information security, cloud computing, to "IO E" and other concepts popular. The operating system is most affected by the analysis of investors surveyed, but the short-term risk is to be noted. Information security concepts in the future or will be repeatedly hype, appropriate long-term attention.

The concept of the operating system is the first

yesterday, the Chinese software trading, closed at 17.28 yuan, rose 1.57 Yuan, the deal released 746 million of the day, the turnover rate of 9.88%. The Kirin operating system produced by China Software's holding company is almost the only domestic operating system standard. In addition, the Guardian, wave information, Oriental Tong, Tai Chi shares, NavInfo, Tianji technology and other stocks also rose.

May 16, the Chinese government Procurement network issued the "Information-type agreement on the provision of compulsory energy-saving products to tender Notice", a total of seven articles, of which the fifth clearly requires all computer products do not allow the installation of WIN8 operating system. The news sparked close scrutiny from industry and capital markets, with brokers thinking it could represent a trend in the future, and that the Chinese government may be willing to guide the creation of domestic operating system ecosystems, and that relevant stocks should have investment opportunities. The

Win8 event is just one of the initiatives taken by the State to maintain network security, and I believe I will see more in the future. Huoxin, general manager of the Millennium Investment, told the South reporters, operating system as the bottom of information security, very important. But domestic operating system most thunder big, rain. Huoxin pointed out that the Chinese software, Zhejiang network New in the operating system field has substantive action, can do in the long-term concern. A number of securities research reports also pointed out that China's software should do long-term concern.

However, Cheng Yonghong, general manager of the whole dimension, has an empty attitude towards the operating system. Cheng Yonghong told reporters that the underlying operating system, as early as a few years ago the government led the attempt to use the domestic L in U x substitution window s system, but did not succeed. In fact, the EU, Japan in this area of technology accumulation is stronger than China, but also failed to make a substitute for window s products. He also believes that, from the timing of the announcement, the announcement was filed in the United States to prosecute 5 of our military officers for cyber hacking, or to release targeted information. At present, the mainstream of the domestic government office operating system is still window SX p and window S7, policy continuity,There is a strong doubt that the substitution capacity of domestic systems is limited. "Like the Chinese software today, the end of the drive up trading." "Cheng Yonghong said, operating system class unit continues to pull up I am afraid very hard, market continued capacity is insufficient, short term is not suitable for speculation, should be cautious attention."

Segment performance is king

Cheng Yonghong pointed out that the information security of the entire plate should be closely watched, once the government or commercial orders, there will be a corresponding market appearance. Huoxin told the south are reporters, information security, the future of unlimited prospects, there are many opportunities, a stock in the Guardian is worth attention, the main business is very characteristic. Brokers have pointed out that the Guardian has "national team" background, the future to take orders is worth looking forward to. In addition, Venus Chen, such as the layout of a comprehensive stock, there are competitive advantages.

In addition to information security, cloud computing and the "Go IO E" concept are also synchronized with great heat. Huoxin hint, this kind of plate has been fired a wave last year, the stock price has been scrambled high, investors should not chase high, "go to IoE" Company short-term replacement is not realistic, the impact of corporate performance needs in-depth study after careful evaluation. He believes that the concept of cloud computing is indeed a bright spot, but because of priority attention to new technology companies and leading stocks, the price will be more favorable. Huoxin that the wave information, Neusoft group is a good target.

In addition, some brokers pointed out that the basic software and hardware field short-term advice to focus on the Orient, Lith Chen, wave information, hyper-MAP software, these stocks have a certain amount of technology accumulation, there is hope in government procurement to replace other imported software products, but import substitution can reach the expected, still important risk factors.

The investors surveyed are optimistic about NavInfo, Hang Seng Electronics, two of which are respectively Tencent, Alibaba shares of it enterprises. Cheng Yonghong pointed out that in the future these enterprises can get Ali, Tencent and other giants big orders, their own performance growth is guaranteed, it is worth doing long-term attention. Huoxin that, at present in the market as a whole bear market background, these two stocks earlier gains, the correction is inevitable, but the new major shareholder contribution to the performance of the image is worth imagining.