Southwest Securities: When the digital economy is carried out, it is fully beneficial to the computer

Southwest Securities believes that the digital economy is the strategic focus of the national level, with the introduction of top-level planning, follow-up laws and policies will also be gradually landed, "digitalization" will become the core development line of the whole industry during the "14th Five-Year Plan" period, the computer industry ushered in a comprehensive benefit, and relevant domestic software manufacturers are expected to take the lead in benefiting. In the subdivision field, we can first pay attention to major breakthroughs in key technology fields such as industrial Internet, AI, and cloud computing; followed by key areas such as finance, electric power, and industry; third, pay attention to public service fields; and finally, in the field of network security, focusing on the demand side of energy gradually emerging. Southwest Securities Recommended: Zhongkong Technology, Zhongwang Software, Yuxin Technology, State Grid Information and Communications, Anheng Information