Today we're going to talk about "information security".
On the news side, the deputy director of the Cyber Security Administration of the Ministry of Industry and Information Technology said that it is necessary to accelerate the promotion of the cyber security guarantee system and capacity building in the industrial field. According to a report released by the National Industrial Information Security Development Research Center, the scale of China's industrial information security industry exceeds 20 billion yuan, which is still in a period of rapid growth.
Information security is a comprehensive intersection of computer science, network technology, communication technology, cryptography technology, information security technology and other fields, mainly focusing on the confidentiality, integrity and availability of information in the process of storage, transmission and processing. It is designed to protect information from unauthorized access, tampering, or disclosure, ensuring the confidentiality, integrity, availability, and security of information.
According to market research institutes**, the global information security market will continue to grow. With the acceleration of digital transformation and the development of emerging technologies, enterprises and organizations are paying more attention to cybersecurity, and the demand for information security market will also grow.
In terms of outlook, the following factors will support the development of the information security market:
Widespread application of cloud computing and big data: The widespread application of cloud computing and big data will drive the need for data security protection by enterprises, thereby driving the development of the information security market.
Popularization of IoT and Industrial Internet: The popularity of IoT and Industrial Internet will increase the need for protection for device security and data security, thereby providing more opportunities for the information security market.
Application of Artificial Intelligence and Machine Learning: The application of artificial intelligence and machine learning will improve the ability to prevent cyber attacks, thereby enhancing the protection of information security.
The importance of the state and enterprises to network security: The attention of the state and enterprises to network security will increase the investment in information security, thereby promoting the development of the information security market.
For this reason, I have repeatedly reviewed and studiedReplace "Information SecurityThe concept has been carefully sorted out, and 4 high-quality leading enterprises have been selected, especially the best one, which has a very high chance of certainty, and it is recommended to collect it.
1. Guohua Network Security
Total market capitalization: 225.3 billion
The company is a leading integrated service provider of mobile information security.
2. Inspur information.
Total market capitalization: 46.8 billion
The company is mainly engaged in the development, production and sales of computers and software, electronic products and other communication equipment, commercial equipment, and control equipment for electronic industry.
3. Hengwei Technology.
Total market capitalization: 993.9 billion
The company is one of the leading providers of network visualization infrastructure and embedded and converged computing platforms in China
4. One of the most bright spots
Huawei's computing power leading company, or will be the first leader of "Huawei computing power", is expected to double the main rising wave, and the optimistic logic is as follows:
As a member of the "Diversified Computing Industry and Standards Promotion Committee", the company's middleware products are applied to the current mainstream computing servers, and have completed compatibility and adaptation with ecological partners such as Haiguang, Kunpeng, and Ascend.
The stock price adjustment is sufficient, the bottom of the stage is multiplied, and the chips are highly concentrated.
From a technical point of view, the daily limit copy + long arrangement, MACD daily and weekly monthly three-line golden cross, the main high control, is expected to double the main rising wave.
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