Big data development fast whip fund three main gold
September 5, the State Council issued the "promotion of big data development action program", the big data industry top design formally came out. The Outline" deployed in the last 5 to 10 years, the development of big data three major tasks, respectively, the government data resources open, promote industrial innovation to cultivate new business and improve the big data security system. At the same time, clear coordination, laws and regulations, data security and protection, financial support, talent training, international exchanges and cooperation and other seven aspects of the policy mechanism. By 2020, China will form a number of internationally competitive big data processing, analysis, visualization software and hardware support platform and other products, and cultivate 10 internationally leading big data core leading enterprises. In the industry hotspot catalyst, big data-related listed companies in the fourth quarter investment value highlights, early layout of the fund is expected to benefit.
After two rounds of crash, computers, communications and other Internet + related technology boards, the market focus more shifted to the fundamentals of performance support, business model is expected to be larger new board. Although the big data industry in China is still in its infancy, but the industry to maintain a high growth rate in the coming years has become **** knowledge. Data collection, data center construction, data operation and application and data security and other industry segments, will be the first to benefit from the government to promote. Specifically in the A stock market, the fund mainly from three directions layout big data concept. The first is to have data resources or benefit from the government's data opening of listed companies, such as KDDI? , YiHuaLu? and Huayu Software, etc. The second is the enterprises in the field of big data analysis and application, such as Oriental National Trust? and Chifang Technology? and Shenzhou Information, etc. Lastly, there are IT infrastructure companies that support big data, such as NetSuite Technology and Landing Holdings.
Golden Cow Wealth Management statistics show that in the second quarter of 2015, the concept of holding conceptual stocks of active mixed-type funds *** counted 495, of which the heavy positions in stocks appear in the figure of big data conceptual stocks of the fund has 202, as of the end of the second quarter, the fund held the concept of the total market value of the stock reached 24.15 billion yuan. Get the fund configuration of big data-related enterprises *** counted 37, become the fund's top ten long positions in 31 stocks. The second quarter configuration of big data concept stocks accounted for the highest proportion of net value of the fund for the China Sea environmental protection , *** hold six related listed companies, a total of 12.43 million shares, the market value of holdings of 466 million yuan, accounting for the net value of the fund proportion of up to 20.51%. Lithuania? , Rongzhilian for its top ten positions. Yimin Dividend Growth Fund, China Post Core Competition Flexible Configuration Mix, Galaxy Flexible Configuration, Chang'an Macro Strategy Mix, ICBC Information Industry Mix, and Jinyuan Shun'an Consumption Mix, holding big data concept stocks accounted for more than 16% of their own net value. Among them, jinyuan shunan consumption theme mix only hold a stock of Huashengtiancheng, accounting for as much as 16.4%. Huasheng Tiancheng became a popular stock in the field of cloud computing, Internet of Things and mobile Internet.
Among the conceptual stocks that gained the fund's long position allocation, cloud computing leading stock Netflix was the most favored, gaining 33 funds' long position allocation. Harvest quality enterprises and Xingquan social responsibility allocation of the stock accounted for 8.96% and 8.29% of the net value of the top respectively. Nethub Technology has just passed the PCI_DSSV3.1 version compliance assessment, becoming the first listed company in the industry to obtain authoritative online payment security certification, demonstrating its strong strength in the field of cloud security. OrientGold has gained 20 funds' long position allocation. CBI Dual Dividend Balance, Tifu Extended Growth , China Sea Quality Growth , Huitianfu Consumer Sector? The Chinese consumer theme, holding the stock accounted for more than 6% of the net value ratio. The top-level design of the big data field will undoubtedly fulfill the future development of the Orient State letter. Orient State letter has a full set of big data industry chain products, will be prioritized to benefit from the construction of the database in the early stage.
With the gradual liberalization of government data resources, more companies will participate in the development of the big data industry flood, technology breakthroughs, business model promising enterprises will undoubtedly grasp this historic opportunity to quickly occupy the industry high point. In the fourth quarter of the market valuation repair market, big data concept stocks are expected to lead the new market hotspot, it is recommended that investors focus on the layout of big data concept stocks in advance of the fund.
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