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A股信創概念股持續爆發

10月31日,A股信創概念股繼續走強,中國軟件、科創信息、數字政通、中孚信息等多股漲停,恆久科技、南威軟件、格爾軟件、吉大正元、南天信息等多股封板,易華錄、奇安信、雄帝科技等多股漲超10%。據悉,中國軟件十月以來漲超70%。長江證券認為,健全國家安全體系,信創大發展勢在必行。信創 Show More
10月31日,A股信創概念股繼續走強,中國軟件、科創信息、數字政通、中孚信息等多股漲停,恆久科技、南威軟件、格爾軟件、吉大正元、南天信息等多股封板,易華錄、奇安信、雄帝科技等多股漲超10%。據悉,中國軟件十月以來漲超70%。長江證券認為,健全國家安全體系,信創大發展勢在必行。信創有望迎來電子政務與行業共振新周期,量與質或將雙重提升。
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    On October 28th, the State Council issued the "Guidelines for the Construction of National Integrated Government Big Data System" after the market closed, setting clear construction goals: by the end of 2023, the national integrated government big data system should be preliminarily established. Today, smart governance, data security, and cybersecurity stocks surged.
    As early as the beginning of this year, the State Council issued the "14th Five-Year Plan for Digital Economic Development", specifying that by 2025, the added value of the core digital economy industry should account for 10% of the GDP, with smart governance being one of the ten major digital application scenarios.
    It can be foreseen that the 'Guidelines' will comprehensively promote the construction of digital government at the industry level, serving as a top-down design and guidance. This guideline truly kicks off the construction of digital government, equivalent to the supervisory department of e-government issuing commands and requirements to various construction units.
    Not long ago, Xi'anchuang was mentioned in a quite prominent position, that is, previously mentioned 'independently controllable'. The first reaction of investors is semiconductors, but cybersecurity also cannot be outsourced! From an industry perspective, this is a very good opportunity, changing the long-standing fragmented and unsystematic situation of our country's data security construction, and will drive data security into a new stage.
    The "2022 Data Breach Cost Report" released by IBM Security shows that the average cost of a single incident of data breach this year reached $4.35 million, an increase of 12.7% from two years ago, marking the highest record in the 17 years since the release of the report...
    Government big data will integrate nationally, showcasing the comprehensive capacity of cybersecurity enterprises.
    Government big data will integrate nationally, showcasing the comprehensive capacity of cybersecurity enterprises.
    8
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