國泰君安:信創產業有望實現快速發展
國泰君安研報指出,1)自2019年以來,信創板塊有三輪實現明顯超額收益的主升行情。2)第三輪行情領升標更加多元化,且平均升幅相較前兩輪仍有較大空間。3)當前信創產業正迎來內外部新的有利條件支持,有望實現更大規模、更高質量的發展。當前信創產業正迎來內外部新的有利條件支持,有望實現快速發展,且此輪政府信創採購在政策推動下有機會實現更快落地,預計業務與政府信創採購關聯度更高的公司以及此次順利獲得政府信創採購資質的公司有望獲得超預期發展。
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