Recently, the Ministry of Information and Development Commission jointly issued the expansion and upgrading of the three-year Plan of Action (2018-2020). The plan proposed that by 2020, the scale of information consumption reached 6 trillion yuan, an annual growth of more than 11%. The leading role of information technology in the field of consumption has significantly increased, driving related areas of output up to 15 trillion yuan.

There are brokerage research report that the cloud to greet the three major positive, PAAs or to meet the inflection point.
Technology Test City

Friday the market opened low, in the yin adjustment, turnover slightly atrophy; stocks up and down more than 1:8, the pharmaceutical plate all killed, building materials, home appliances and many other plates fell, only the coal stocks alone; Some private-equity people believe that, following the Thursday Shanghai Composite Index to create a new low, Friday Shen Chengzhi, SME board and Gem refers to synchronization to create a new low, and these indices are in the passivation state, the trend of coordination between the indices.

In addition to the daily passivation of the main indices, and the 60, 90 and 120-minute lines are all passivated, that is, the multiple-cycle structural resonance. Multi-exponential and multiple-cycle structural coordination and resonance are rare; only one yang line is needed, and the multiple-cycle divergence structure is formed.

In addition to the multiple-period structural resonance, the Shen Chengzhi, for example, also shows a multiple-period sequence resonance: 90 minute nine rpm low 9, 120 minute line low 8, 2nd line low 8, early next week especially next Monday is an important point. Hope is often created in despair, without fear, and opportunity is coming. Strategy, the light warehouse continue to low suction, firm confidence.

Pay attention to the number of micro-letter, micro-letter Search "Road Tatsu number" or "daoda1997" for you to present a hot market.
Hot Plate Recently, the Ministry of Industry and Development Commission issued the "Expansion and promotion of information consumption three years of Action plan (2018-2020)", Ministry of Industry promulgated the "Promotion of Corporate Cloud Implementation Guide (2018-2020)." Policy-intensive promulgation to promote industrial development. The information consumption requirements to 2020, the scale of 6 trillion yuan, an annual growth of more than 11%.

The leading role of information technology in the field of consumption has significantly increased, driving related areas of output up to 15 trillion yuan.

Tian Feng Securities said: 1 Three-year action plan for information consumption to raise higher requirements, it is expected that the support for information consumption will be greater and wider, the policy dividend is obvious; 2 cloud computing is one of the most important foothold, millions of enterprises on the cloud will promote cloud computing penetration rate accelerated increase, 3 Internet medical, business-to-business electric power will also benefit. Days Wind securities think the IaaS field is more mature, the giant layout is extensive, SaaS subdivision area easy to cow stock. PAAs overall development level is not high, the choice of stock index is limited.

1 IaaS Level: More giants of the game, from the industrial chain logic, optimistic about the provision of cloud computing IaaS infrastructure (server, storage, network, etc.) of the enterprise or provide IDC services enterprises. 2 PAAs level: the domestic current overall development level is not high. However, the solution is provided, and the user can save on hardware costs.

3 SaaS level: Because of the U.S. advantage in the information field, it is difficult for China to produce its own salseforce, and more SaaS opportunities come from the subdivision area. Gototimes Securities said that after the speed of communication infrastructure, the layout should be in the main equipment, optical communications, cloud computing. Communication infrastructure is the cornerstone and will be the first to benefit. Security Securities and New era securities, the world's most developed cloud computing, the development of its various segments will be accelerated again.

Pay attention to the number of micro-letter, micro-letter Search "Road Tatsu number" or "daoda1997" for you to present a hot market.
Plate Nuggets 1) Soochow Securities recommended Ufida Network: In the newspaper a sharp profit, cloud revenue growth of 141%, the domestic public cloud SaaS market accounted for the first. Software + cloud business growth accelerates.

The second half of NC Cloud released perfect corporate cloud products, the company for large/medium/small enterprises cloud products will be complete. 2) Chuan-Choi securities the most precious letter software: China IDC market growth compared to the global faster, 2017 global growth of 18.3%, China's growth rate of 32.4%.

Company IDC business has a natural advantage, business gross profit margin than the market average level. 3) Societe Generale recommended the subject of various subdivision areas: the object of the IaaS includes: Violet shares, wave information, Yi Hua, Bao letter software, the dawn of the department; SaaS targets include: stone-matrix information, wide-reach, pan-micro network, hyper-map software, Ufida network; the PAAs layer in the domestic relatively prominent companies are: deep conviction, Ufida network,

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