Industry insiders pointed out that the chip concept stocks appeared in a wave of strength of the bouncing up market, which is mainly due to the chip industry is the short board of China's economy, is expected to continue in the future will still continue to be supported by the industrial policy in favor of the industry's breakthroughs, so that the field of the industry, is expected to Continued to appear growth stocks. This is also the reason for the recent net inflow of funds continued.
In addition, ZTE by the U.S. Department of Commerce 7-year ban, but also become one of the important reasons for today's chip plate soared. CITIC Securities Communications Group said that the event has a significant short-term impact, "as ZTE's baseband chips, radio frequency chips, storage, most of the optical devices are from the United States, the short-term impact is significant. The delivery of existing orders, orders for new acquisitions will be greatly affected, delivery, payback are expected to be affected; upstream substitutability is weak. The long-term impact on ZTE needs to look at the results of the subsequent negotiations between the two countries to mediate, as well as the development process of domestic self-control alternative."
Information security Beixinyuan, Zhaoritsu, Caixun shares, national technology : network strong country strategy favorable policy
April 13, 2018, the Office of the Internet Information Office and the Securities and Futures Commission jointly issued the "Guidance on Promoting the Capital Market to Serve the Construction of a Stronger Network State," which puts forward fifteen articles of the capital market's guidance for network information enterprises. Network security and informatization work is highly valued, and the significance behind this and the joint SEC issuance is to emphasize the capital market's strong support for enterprises that meet the strategy of a strong network country.
Shenhong Wanyuan pointed out that, compared with Europe and the United States, one of the keys to our strategy of a strong network is to realize the intelligent and informatization upgrading through the independent and controllable way. As stated in the Guiding Opinions, the four types of net credit enterprises mainly cover the Internet, information equipment manufacturing, information transmission, information technology services and other fields, especially in line with the direction of the national strategic planning and industrial policy, which is conducive to promoting the independent innovation of network information technology, mastering the key core technologies, and enhancing the ability to safeguard the security of the network of net credit enterprises, the dividend signals have already appeared.