計算機(jī)行業(yè)2019中期策略聚焦成長性行業(yè)賽道，優(yōu)選競爭力領(lǐng)先企業(yè)

1、目錄目錄............................................................................................................................................................................................2圖表目錄.......................

2、............................................................................................................................................................31.行業(yè)回顧：市場整體上揚(yáng)，行業(yè)走勢優(yōu)于市場.........................................

3、...........................................51.1行情回顧：市場表現(xiàn)較好，估值較年初有一定提升..........................................................................................51.2業(yè)績分析：整體營收持續(xù)提升，成長屬性持續(xù)顯現(xiàn)...................................

4、.......................................................61.3持倉分析：基金持倉仍為超配，抱團(tuán)現(xiàn)象有所減緩..........................................................................................82.投資策略：精選高成長性、競爭力領(lǐng)先個股...........................

5、..........................................................103.云計算：行業(yè)持續(xù)高景氣，云邊協(xié)同帶來新增長..............................................................................103.1全球云計算市場規(guī)模持續(xù)提升，海內(nèi)外領(lǐng)先企業(yè)云業(yè)務(wù)快速增長..........................

6、..................................103.2云計算產(chǎn)業(yè)競爭格局較為穩(wěn)定，SaaS應(yīng)用愈發(fā)成熟......................................................................................113.3云邊協(xié)同是未來主流，海內(nèi)外巨頭紛紛部署...............................................

7、......................................................124.安全可控：網(wǎng)安加速發(fā)展，自主可控勢在必行....................................................................................144.1我國網(wǎng)絡(luò)安全行業(yè)滲透率低，信息安全I(xiàn)T支出持續(xù)增加............................

8、................................................144.2等保2.0正式出臺，催化我國信息安全加速發(fā)展.............................................................................................154.3貿(mào)易戰(zhàn)驅(qū)動國產(chǎn)替代加速，自主可控替代空間巨大.........................

9、..............................................................165.自動駕駛：產(chǎn)業(yè)拐點(diǎn)將至，5G促進(jìn)車聯(lián)網(wǎng)發(fā)展................................................................................175.1巨頭紛紛布局自動駕駛，L3量產(chǎn)在即標(biāo)志行業(yè)拐點(diǎn).........................

10、.............................................................175.25G技術(shù)奠定自動駕駛發(fā)展基礎(chǔ)，商用在即催化車聯(lián)網(wǎng)加速發(fā)展................................................................186.醫(yī)療信息化：政策陸續(xù)落地，推進(jìn)信息化進(jìn)程......................................

11、............................................196.1利好政策持續(xù)出臺，加大醫(yī)療信息化投入.........................................................................................................196.2DRGs30個試點(diǎn)確定，國家醫(yī)療保障信息平臺招標(biāo)落地.................

12、...............................................................207.重點(diǎn)推薦標(biāo)的...................................................................................................................................227.1恒生電子（600570

13、.SH）...........................................................................................................................................227.2用友網(wǎng)絡(luò)（600588.SH）.........................................................

14、..................................................................................237.3寶信軟件（600845.SH）......................................................................................................................

15、.....................237.4石基信息（002153.SZ）............................................................................................................................................237.5景嘉微（300474.SZ）....................

16、............................................................................................................................247.6四維圖新（002405.SZ）............................................................................

17、................................................................247.7千方科技（002373.SZ）........................................................................................................................................

18、....257.8創(chuàng)業(yè)慧康（300451.SZ）............................................................................................................................................258.風(fēng)險提示................................................

19、..........................................................................................26圖表45.寶信軟件（600845.SH）盈利預(yù)測................................................23圖表46.石基信息（002153.SZ）盈利預(yù)測..............................

20、..................24圖表47.景嘉微（300474.SZ）盈利預(yù)測..................................................24圖表48.四維圖新（002405.SZ）盈利預(yù)測................................................25圖表49.千方科技（002373.SZ）盈利預(yù)測...........................