On December 21, 2023, the concept of data elements and eastern data and western computing bottomed out, and the big data 50 ETF (516000) holding stock Shenzhou Taiyue rose by more than 5%, China Software and Taiji shares rose by more than 4%, and stocks such as Sugon and Inspur Information rose intraday, and as of 11:06, the big data 50 ETF (516000) rose 173%, intraday amplitude of 293%。
Recently, the National Data Bureau has researched and drafted the "Data Elements" Three-Year Action Plan to solicit opinions from the public. The draft is the first policy document issued by the National Data Bureau since its inauguration, focusing on key industries and fields, implementing the "data element" action, with the average annual growth target of the data industry exceeding 20% in the next three years, and the target of doubling the scale of data transactions.
Huafu believes that under the promotion of policies, government-enterprise cooperation has accelerated, and data and digital business enterprises have ushered in major development opportunitiesWith the implementation of the balance sheet entry policy, the balance sheet expansion of the first batch of enterprises with clear data ownership is on the way, which will accelerate the data value discovery and data profit model exploration of listed companies, and is expected to resonate with the switching of balance sheet valuation.
As an indispensable part of AI computing power, big data and cloud computing are expected to be boosted by relevant policy dividends for a long time, or usher in new growth opportunities. 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.