Information security issue heats up again in May

The issue of information security heats up again in May. Under the influence of the IT localization process, the related concept stocks are outstanding in the two-tier market. In the last week of May, 5 trading days, the wave of information, the same technology and other stocks have risen by more than 30%,

However, the concept stocks rose at the same time, the Agency on the Concept of Information Security division, some institutions are speeding up the escape, many institutions have opted to buy aggressively.

With the Chinese government procurement to disable WIN8 events and the fermentation of information security incidents, the two-tier market has released the government's positive signal and determination for the whole IT industry localization, it localization process is expected to accelerate further.

Stimulated by the above news, the concept of information security stocks soared last week. From May 26 to 30th in the 5 trading days, the wave of information, with technology, China software, Highland Letter Cumulative increase of 33.61%, 32.5%, 18.25% and 45.59%.

But the stock price rose, failed to cover up the concept of the future trend of many hidden worries, the May plate within the unit has been a high level of shipping, funds are also many gaps.

Billboard data show that China's software May was 6 times net selling, the cumulative net selling 137 million yuan. The unit May Billboard turnover ranked in the top ten business transactions seats, 3 sales department total net sell 55.6573 million yuan, and another 7 sales office seats to buy 126 million yuan. The Tide information May was 7 times net sell by the organization, total sell about 110 million yuan. May billboard turnover ranked the top ten sales office seats, 4 sales offices total net buy 215 million yuan, 6 sales offices total net sell 336 million yuan.

Dorin Duel in Hai Lanxin body is more obvious. The unit was 4 times in May to buy 8 times to sell, total net sold 97.7792 million yuan. Sales department seats, May Billboard turnover in the top ten 3 seats net sell 47.8969 million yuan, 7 seats net buy 168 million yuan.

A computer industry analyst said that the plate rose more clearly in the news after the short-term market trend, in addition to the market sentiment and financial attitude, but the information security industry growth stock market has not started. It believes that the industry also needs to wait for the enterprise-level market growth, industrial upgrading of their own transformation, the government's increased investment to further catalyze.

The analyst also said the general situation of information security has been set, software and hardware companies as the core of the industry chain will be expected to benefit fully, information security technology companies more like defensive armor, will usher in development opportunities, "the current industry has few companies in excess of tens of billions of market capitalisation, compared to foreign industrial companies still have a larger growth Can choose some good quality companies to do long-term configuration.