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互聯網+策略將刺激資訊消費

國家主席習近平近日出席第二屆世界互聯網大會開幕式並發表講話,強調互聯互通,並就共同構建網路空間命運共同體提出5點主張:第一,加快全球網路基礎設施建設,促進互聯互通,中國實施“寬頻中國”戰略;第二,打造網上文化交流共用平臺,促進交流互鑒;第三,推動網路經濟創新發展,中國繼續推進互聯網+行動、數字中國建設,發展分享經濟;第四,保障網路安全。第五,構建互聯網治理體系。

本次大會進一步彰顯了國家層面實施"互聯網+"轉型戰略的決心。此前,工信部還於官方網站發佈《國務院關於積極推進“互聯網+”行動的指導意見》行動計畫(2015-2018年)。到2018年,將建成一批全光纖網路城市,4G網路全面覆蓋城市和鄉村,80%以上的行政村實現光纖到村,直轄市、省會主要城市寬頻使用者平均接入速率達到30Mbps。到2018年,互聯網與製造業融合進一步深化,製造業數位化、網路化、智慧化水準顯著提高。

我們以為,轉型改革仍是經濟主線,資訊化智慧化則是具體導向,資訊消費或提速。網路基礎設施升級行動將為相關基礎建設公司提供機會,譬如中興通訊(763.HK)。同時,於互聯網+領域積極耕耘的公司,尤其是雲計算、線上教育等新興市場,未來有望逐步進入收穫期,譬如金山軟體(3888.HK)、網龍(777.HK)等。

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