There is less than 1 month left until the end of this year, and the "New Year's Eve**" is gradually opening.
What is New Year's Eve**?
Due to the calendar effect of policy and fundamentals, the restlessness that will occur at the end of the year and the beginning of the year in A-shares is called "New Year's Eve".
Looking back on the past 10 years, the New Year's Eve ** has been staged as scheduled, and the increase is larger, ** tends to last until the first quarter of the following year.
In the New Year's Eve, it is mainly "trending".This year's trending sectors tend to be the main direction of the New Year's Eve。For example, the blue chips of financial consumption in 2017-2018, the pig cycle in 2018-2019, the core assets in 2020-2021, and new energy have all become the main lines of the New Year's Eve.
Nowadays, China has entered a period of rapid development of data economy transformationThe direction of data elements is expected to shine again.
Last year, the country officially released the "14th Five-Year Plan for the Development of the Digital Economy". It is emphasized that by 2025, the added value of the core industries of the digital economy will account for 10% of GDP.
Subsequently, the National Data Bureau was established, and the top-level data element policies have been implemented one after another, such as the recent National Data Bureau is studying and drafting relevant guidance documents to drive the construction of a data transaction and circulation system from the top-level designThe data industry has been elevated to a very high strategic position.
In addition, the data bureau also promotes the action of data elements, mainly in intelligent manufacturing, commercial circulation, transportation and logistics, financial services, medical health, etc., and the data transaction chain is officially launched.
The data asset entry will also be officially implemented on January 1, 2024, according to preliminary estimates by the industry, 400 billion yuan per year, and about 2 trillion yuan in the next five years.
Overall,The development trend of the digital factor market is clear, and the market space is hugeFrom the perspective of industrial depth and breadth, it undoubtedly has the potential to become the main line.