"State-owned Cloud" turned out to be a market or a welcome wind!
On August 27th, a red-headed document "Implementation Plan on Accelerating the Cloud Work of State-owned Enterprises and Perfecting the Construction of State-owned Cloud System" issued by Tianjin State-owned Assets Supervision and Administration Commission was widely spread on the Internet, and the whole industry was in an uproar, which will usher in great changes in the future. In addition to data migration requirements, the document also emphasizes the hierarchical protection requirements of data centers and builds a security protection system. In short, everything is based on the consideration of data security, and the supervision of the party, government and army and national data is strengthened. With the gradual use of resources in various provinces and cities, similar schemes in various cities are expected to be launched one after another, and Tianjin's test of water is likely to accelerate the introduction of policies in other provinces and cities; First, the importance of data security has once again increased, and security vendors are expected to benefit; Second, the pattern of cloud vendors may usher in changes, and security and private cloud have become key words; Third, a new round of innovative construction; It is expected to benefit large manufacturers or state-owned background manufacturers.
Thirty new funds will be issued next week, and BlackRock's first fund will also be launched.
As of August 29th, the number of newly established funds has reached 1 1,474 this year, and the total amount of funds raised is nearly 2. 1 trillion yuan. In August, 229 funds were established, raising 224.78 billion yuan. Next Monday, 30 new funds will be issued, less than 36 this week. Judging from the specific composition of the new fund, the active stock fund will usher in a wave of small issuance peaks. Among them, perhaps the most concerned is the first fund owned by foreign giant BlackRock.
The central bank reiterated the harm of Bitcoin: Bitcoin crashed nearly 65.438+0 billion, and 800 million funds exploded.
The relevant person in charge of the central bank once again stressed that virtual currencies such as Bitcoin are not legal tender and have no real value support, and related transactions are purely investment speculation. In the early morning of August 29th, the price of Bitcoin plummeted again, once falling more than $65,438 +0.500, and temporarily reported $48,254, down 26% from the highest point of the year of $649,065,438 +0. This means that if investors buy 1 bitcoin in April this year, the loss amount has reached 10.7 million yuan. The sharp fluctuation of bitcoin price has caused many investors to explode their positions. On August 29th, according to the data of UAlCoin, the virtual currency contract broke more than 800 million RMB a day, and nearly 5,000 people were bloodbath.
The vice chairman of the China Securities Regulatory Commission recently voiced that the development direction of the securities industry is clear.
On August 28th, Li Chao, vice chairman of China Securities Regulatory Commission, pointed out the direction for the development of the securities industry at the symposium on the 30th anniversary of the establishment of China Securities Association. Li Chao put forward "five persistences", insisted on returning to the original source and improved the ability to serve the real economy; Stick to the bottom line and strengthen the awareness and execution of compliance risk control; Adhere to stability and far-reaching, and strengthen the construction of industry culture and reputation; Insist on strengthening the foundation and improving the professional service ability; Stick to the mission and give full play to the role of self-discipline service delivery.
The SASAC has designated key areas, and the restructuring of central enterprises will be accelerated in the second half of the year.
In the second half of 20021,the integration and reorganization of central enterprises promoted by SASAC will be frequent. "The State-owned Assets Supervision and Administration Commission will focus on the supply-side structural reform, focusing on advanced manufacturing and technological innovation, and substantially promote the restructuring of transmission and distribution equipment manufacturing, modern logistics, strategic resources, grain reserve processing, and offshore equipment." Weng, deputy director of the State-owned Assets Supervision and Administration Commission of the State Council, told reporters at the media briefing on the structural adjustment and reorganization of central enterprises. The reporter learned that the preliminary work of merger and reorganization in some areas has been completed, only waiting for SASAC's order in the second half of the year. ?
(Investment consultant: Lin, practice certificateNo.: S02606 15 100004)
Second, the focus of market hotspots
Market comment: The hot plate in the market rotates rapidly, so it is suggested to pay attention to the rotation rhythm of the high-prosperity plate.
Last Friday, the major stock indexes were mixed, and their performance was flat. At the close, the Shanghai Composite Index rose 0.59% to 3,522.16, the Shenzhen Component Index rose 0. 15% to14,436.90, and the Shanghai Composite Index fell 0.23% to 3,257.07, with a turnover of 65,438. Disk observation, photovoltaic, fertilizer industry, non-ferrous metals and other sectors were among the top gainers, while aerospace, security equipment, shipbuilding and other sectors were among the top losers. Recently, the market has shown a rapid rotation pattern of hot plates. As the disclosure of interim results draws to a close, the market outlook is likely to maintain the rotation rhythm of the high-prosperity sector. Continue to weaken the index in operation, and it is recommended to pay attention to brokerage, photovoltaic, military, new energy and other sectors. The stock market is risky, so you need to be cautious in investing.
(Investment Consultant Gu registered investment consultant certificate number: S026066 1 1020066)
Macro View: Chip Crisis? The 3.6 trillion giant is "hammered" and the EU is about to launch an investigation.
Event: According to foreign media reports on August 27th, EU regulators will formally launch a competition investigation on NVIDIA's acquisition of ARM in September. Previously, the evaluation results of the British Competition and Market Authority showed that the merger of NVIDIA and ARM may seriously undermine the global chip market competition. NVIDIA's acquisition of ARM began in September 2020, when NVIDIA announced that it planned to acquire British chip design company ARM from Softbank Group for more than 40 billion US dollars (about 270 billion yuan), which caused a sensation in the world. As it involves the global chip industry chain, the acquisition is facing the most stringent regulatory review, which requires the approval of China, the United States, the European Union and the United Kingdom. It is estimated that the regulatory approval period may be as long as 18 months. Based on the latest closing price, the total market value of NVIDIA has reached 565.9 billion US dollars (about 3,662 billion yuan).
Source: Agent China
Comments: As ARM occupies a decisive position in the semiconductor market in China, domestic industry insiders predict that this is an acquisition case that will inevitably lead to monopoly, which will have a great impact on integrated circuit enterprises in China, especially domestic emerging enterprises, and it is very likely to face strict scrutiny in China. This news will have a positive impact on domestic leading companies that replace chips, so we can pay due attention to configuration.
(Investment Consultant Gu registered investment consultant certificate number: S026066 1 1020066)
Photovoltaic industry: The overall price of the photovoltaic industry chain has stabilized, and the industry is expected to usher in an inflection point.
Event: Recently, PVInfoLink released the latest week's PV supply chain price. The price of polycrystalline silicon compact is flat, with an average price of 206 yuan, and the price of components is stable. The industry is expected to usher in a new turning point.
Source: Dongguan Securities Research Report
Comments: The overall price of the photovoltaic industry chain has stabilized. At the beginning of 20021,the price of photovoltaic industry chain continued to strengthen in the first half of 20021due to the continuous increase in the price of silicon materials. According to PVInfoLink data, as of June 16, 20265438, the average price of polycrystalline silicon compact was 206 yuan/kg, which was the same as last week and increased by more than 145% compared with the price of 84 yuan/kg on June 6, 20265438. Relevant data show that the photovoltaic industry is in a good trend, and the leading components will usher in the opportunity of profit repair. It is suggested that we should pay attention to configuration in the short and medium term.
(Investment Consultant Gu registered investment consultant certificate number: S026066 1 1020066)
Third, the new share subscription tips
The purchase code of COFCO is 30 1058, and the purchase price is 3.55 yuan.
The purchase code of Ingenious Home is 30 106 1, and the purchase price is 72.69 yuan.
The subscription code of Zhong Yi is 78709 1, and the subscription price is 38. 10 yuan.
The subscription code of Botuo Bio is 787767, and the subscription price is 34.55 yuan.
Four. Key stock recommendation
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