【A股信创板块被引爆，信创自主可控有望加速，两路资金盯上这些龙头股】科技题材今日逆市走强，与信创产业相关的板块如网络安全、华为鸿蒙、操作系统、医保支付改革、金融科技等涨幅居前。

智通财经07-22

【A股信创板块被引爆，信创自主可控有望加速，两路资金盯上这些龙头股】科技题材今日逆市走强，与信创产业相关的板块如网络安全、华为鸿蒙、操作系统、医保支付改革、金融科技等涨幅居前。网络安全概念股国民技术收获20cm的涨停板，国华网安、吉大正元、格尔软件收获10cm的涨停板。消息面上，微软“蓝屏”宕机事件完全恢复需时日。长江证券研报指出，此次微软故障导致的全球性系统崩溃凸显了科技自主的重要性。在国家的...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2453967799?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2024-07-22 22:42","share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","id":"2453967799","market":"us","top_or_hot":-1,"title":"【A股信创板块被引爆，信创自主可控有望加速，两路资金盯上这些龙头股】科技题材今日逆市走强，与信创产业相关的板块如网络安全、华为鸿蒙、操作系统、医保支付改革、金融科技等涨幅居前。","media":"智通财经","content":"<div>\n<p>【A股信创板块被引爆，信创自主可控有望加速，两路资金盯上这些龙头股】科技题材今日逆市走强，与信创产业相关的板块如网络安全、华为鸿蒙、操作系统、医保支付改革、金融科技等涨幅居前。网络安全概念股国民技术收获20cm的涨停板，国华网安、吉大正元、格尔软件收获10cm的涨停板。消息面上，微软“蓝屏”宕机事件完全恢复需时日。长江证券研报指出，此次微软故障导致的全球性系统崩溃凸显了科技自主的重要性。在国家的...</p>\n\n<a href=\"https://www.zhitongcaijing.com/immediately.html?type=astock\">网页链接</a>\n\n</div>\n","source":"live_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>7x24快讯</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n7x24快讯\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-22 22:42 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/immediately.html?type=astock><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【A股信创板块被引爆，信创自主可控有望加速，两路资金盯上这些龙头股】科技题材今日逆市走强，与信创产业相关的板块如网络安全、华为鸿蒙、操作系统、医保支付改革、金融科技等涨幅居前。网络安全概念股国民技术收获20cm的涨停板，国华网安、吉大正元、格尔软件收获10cm的涨停板。消息面上，微软“蓝屏”宕机事件完全恢复需时日。长江证券研报指出，此次微软故障导致的全球性系统崩溃凸显了科技自主的重要性。在国家的...</p>\n\n<a href=\"https://www.zhitongcaijing.com/immediately.html?type=astock\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4534","symbol_name":"瑞士信贷持仓","start_time":0,"source_url":"https://www.zhitongcaijing.com/immediately.html?type=astock","article_id":"2453967799","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2453967799","pubTimestamp":1721659325,"sourceInfo":{"source_id":"live_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"【A股信创板块被引爆，信创自主可控有望加速，两路资金盯上这些龙头股】科技题材今日逆市走强，与信创产业相关的板块如网络安全、华为鸿蒙、操作系统、医保支付改革、金融科技等涨幅居前。网络安全概念股国民技术收","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"159982":"中证500","168701":"金融科技","300077":"国民技术","399300":"沪深300","399699":"金融科技","600183":"生益科技","600522":"中天科技","601138":"工业富联","603232":"格尔软件","603501":"韦尔股份","688008":"澜起科技","BK4534":"瑞士信贷持仓","LU1655091616.SGD":"JPMorgan Funds - China A-Share Opportunities A (acc) SGD","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","BK0201":"可转债","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","BK0143":"量子通信","LU1997244956.HKD":"ALLIANZ CHINA A-SHARES \"AT\" (HKD) ACC A","LU1997245177.USD":"安联神洲A股基金","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","BK4535":"淡马锡持仓","BK4538":"云计算","IE00B4YYXB79.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) ACC","IE00B3SWFQ91.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) INC","GB00B4QBRK32.GBP":"FUNDSMITH EQUITY \"R\" (GBP) INC","000783":"长江证券","002241":"歌尔股份","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","GB00B4LPDJ14.GBP":"FUNDSMITH EQUITY \"R\" (GBP) ACC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","BK4097":"系统软件","BK0152":"OLED","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","BK0214":"IT设备","IE000W1ABFV2.USD":"PIMCO BALANCED INCOME AND GROWTH \"R\" (USD) INC","MSFT":"微软","000004":"国华网安","LU0051755006.USD":"摩根大通中国A (dist)","002384":"东山精密","IE0003U64NQ7.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) ACC","002938":"鹏鼎控股","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4532":"文艺复兴科技持仓","IE000KEQY171.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) INC","003029":"吉大正元","002600":"领益智造"},"translate_title":"[The A-share Xinchuang sector was detonated, Xinchuang's independent controllability is expected to accelerate, and two funds are eyeing these leading stocks] Technology themes bucked the market and strengthened today, and sectors related to the Xinchuang industry such as network security","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159982":1,"168701":1,"300077":1,"399300":1,"399699":1,"600183":1,"600522":1,"601138":1,"603232":1,"603501":1,"688008":1,"000783":1,"MSFT":1,"000004":1,"002241":1,"002384":1,"002600":1,"003029":1,"002938":1},"content_text":"【A股信创板块被引爆，信创自主可控有望加速，两路资金盯上这些龙头股】科技题材今日逆市走强，与信创产业相关的板块如网络安全、华为鸿蒙、操作系统、医保支付改革、金融科技等涨幅居前。网络安全概念股国民技术收获20cm的涨停板，国华网安、吉大正元、格尔软件收获10cm的涨停板。消息面上，微软“蓝屏”宕机事件完全恢复需时日。长江证券研报指出，此次微软故障导致的全球性系统崩溃凸显了科技自主的重要性。在国家的推动下，信创产业有望迎来加速发展，建议关注格局较优或需求高景气公司。数据宝统计，截至目前，共有74只信创产业链股票A股市值超百亿元。资金面上，7月以来，共15股获北上资金增持超亿元，其中澜起科技、鹏鼎控股、歌尔股份、生益科技、领益智造的增持金额靠前。同一区间内，融资净买入超亿元的股票仅5只，分别是工业富联、东山精密、韦尔股份、中天科技、澜起科技。从半年报业绩预告情况来看，部分信创产业链龙头股业绩喜人。据数据宝统计，按照预告净利润下限计算","kind":null,"is_publish_news":false,"is_publish_highlight":false,"is_publish_live":true,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.0","shortVersion":"4.29.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2453967799"}