The development of big data is accelerating, and the three main lines of funds are making gold.

The development of big data is accelerating, and the three main lines of funds are making gold.

On September 5, the State Council issued the "Action Outline to Promote the Development of Big Data", and the top-level design of the big data industry was officially released. The "Outline" deploys three major tasks for the development of big data in the past 5 to 10 years, namely opening up government data resources, promoting industrial innovation and cultivating emerging business formats, and improving the big data security system. At the same time, seven policy mechanisms including overall coordination, laws and regulations, data security and protection, fiscal and financial support, talent training, and international exchanges and cooperation were clarified. By 2020, my country will have formed a number of internationally competitive big data processing, analysis, visualization software and hardware support platforms and other products, and cultivate 10 internationally leading big data core leading enterprises. Catalyzed by industry hot spots, the investment value of big data-related listed companies has become more prominent in the fourth quarter, and funds deployed in advance are expected to benefit.

After two rounds of sharp declines, Internet + related technology sectors such as computers and communications have experienced huge waves. The market focus has shifted more to new sectors with performance support in fundamentals and large business model expectations. Although the big data industry is still in its infancy in my country, it has become common knowledge that the industry will maintain a high growth rate in the next few years. Segmented industries such as data collection, data center construction, data operation and application, and data security will be the first to benefit from this government promotion. Specifically in the A-share market, funds mainly deploy big data concepts from three directions. The first are listed companies that own data resources or benefit from open government data, such as iFlytek, Yihualu, Huayu Software, etc. The second is companies in the field of big data analysis and application, such as Oriental Guoxin, Qianfang Technology, China Information, etc. Finally, there are IT infrastructure companies that support big data, such as Wangsu Technology and Landing Holdings.

Statistics from Jinniu Financial Management Network show that in the second quarter of 2015, there were 495 active stock hybrid funds holding concept stocks, of which 202 funds had big data concept stocks in their heavy holdings. As of the end of the second quarter, the total market value of concept stocks held by funds reached 24.15 billion yuan. A total of 37 big data-related companies have received fund allocation, and 31 companies have become the fund's top ten holdings. In the second quarter, the fund with the highest proportion of big data concept stocks in net value was China Overseas Environmental Protection. The fund held 6 related listed companies, holding a total of 12.43 million shares, with a market value of 466 million yuan, accounting for 20.51% of the fund's net value. . Lisichen? and Rongzhilian are among the top ten heavyweight stocks. Yimin Dividend Growth Fund, China Post Core Competition Flexible Allocation Mix, Galaxy Flexible Allocation, Changan Macro Strategy Mix, ICBC Information Industry Mix, Jinyuan Shun'an Consumption Mix, holding big data concept stocks accounted for more than 16% of their own net worth. Among them, Jinyuan Shunan Consumer Theme Mix only holds one stock of Huasheng Tiancheng, accounting for 16.4%. Huashengtian has become a popular stock in the fields of cloud computing, Internet of Things and mobile Internet.

Among the concept stocks that have received heavy allocations from funds, leading cloud computing stock Wangsu Technology is the most popular, receiving heavy allocations from 33 funds. Harvest Quality Enterprises and Xingquan Social Responsibility allocation stocks accounted for 8.96% and 8.29% of the net value respectively. Wangsu Technology has just passed the PCI_DSSV3.1 version compliance assessment and became the first listed company in the industry to obtain authoritative online payment security certification, demonstrating its strong strength in the field of cloud security. Oriental Guosen received heavy allocations from 20 funds. Bank of Communications double interest balance, Tianfu Extension Growth, China Overseas Quality Growth, China Universal Consumer Industry?, China Overseas Consumer Theme, the proportion of net worth held by this stock is more than 6%. The top-level design in the field of big data will undoubtedly achieve the future development of Oriental Guoxin. Oriental Guoxin has a full set of big data industry chain products and will benefit first from the early database construction.

With the gradual liberalization of government data resources, more companies will participate in the development of the big data industry. Companies with continuous technological breakthroughs and promising business models will undoubtedly seize this historical opportunity and quickly Occupy the commanding heights of the industry. With market valuations recovering in the fourth quarter, big data concept stocks are expected to lead new market hot spots. It is recommended that investors focus on funds that have deployed big data concept stocks in advance.

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