On the afternoon of December 18, 2023, as the three major indices fell, the concepts of data elements, eastern data and western computing, and computing power accelerated, and Fang Guoxin, a shareholder of Big Data 50 ETF (516000), fell 66%, Kehua Data, China Software, Sangfor, Tianxiaxiu, Glodon fell more than 3%, and only Boss Software, Baoxin Software, and E-Hualu were red, as of 14:40, Big Data 50 ETF (516000) fell 193%, and the Cloud Computing 50 ETF (516630) fell 194 %。
On the news side, on December 15, the National Data Bureau released the first document "Three-Year Action Plan for "Data Elements" (2024-2026) (Draft for Comments)" to solicit opinions from people from all walks of life. This is the first document publicly released since the establishment of the National Data Agency. The action plan proposes that by the end of 2026, the average annual growth rate of the data industry will exceed 20%, and the scale of data transactions will increase by 1 times.
CITIC** believes that "Data Element X" is another blockbuster policy after the "Data 20", which provides specific direction and path guidance, and the scenario implementation is more feasible, which will help guide the extensive participation of ** and social forces. The construction of the data element system has been continuously improved and deepened, and the potential has been continuously released, and the value of data has been further highlighted under the technological change of AIGCThe technological development path of "cloud computing-big data-artificial intelligence" is interlocking, and the value mining of big data is the key to the current IT development and further empowering the efficiency improvement of various industries. After the early stage, the valuation bubble formed by the concept of speculation has been basically digested, and the allocation value of big data 50 ETF (516000) and cloud computing 50 ETF (516630) is highlighted.
The content and data are for reference only and do not constitute investment advice. AI technology strategy is provided for Youlian Cloud.