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Less worries about stock trading

Japanese and South Korean stock markets rebounded violently.

On August 6, after yesterday's "shocking shock", the Japanese and Korean stock markets started a violent rebound. The Japanese stock market opened higher, with the Nikkei 225 Index and the Topix Index both rising by more than 10.8%. The Korean Composite Index and the Korean KOSDAQ Composite Index rose by more than 5.5% and 6.8% respectively.

In addition, Nikkei 225 futures surged 8%, hitting the circuit breaker. South Korea's KOSDAQ futures soared, triggering the SIDECAR suspension mechanism.

On the news front, before the market opened, the Ministry of Health, Labor and Welfare of Japan released data showing that Japan's cash labor income in June increased by 4.5% year-on-year, in line with expectations of a 2.4% increase, and the previous value was revised from a 1.9% increase to a 2% increase; overtime pay increased by 1.3% year-on-year, in line with a previous value of 2.3%. Japan's real wages adjusted for inflation in June increased by 1.1% year-on-year, the first increase in 27 months.

Analysts pointed out thatThis morning's economic data added optimism to the prospects of a recovery in Japanese consumption and the emergence of a positive growth cycle, something the Bank of Japan has long sought.Last week, the Bank of Japan raised interest rates and announced a quantitative tightening roadmap. The Bank of Japan is looking for evidence that rising wages will stimulate spending, stimulate demand-led price increases, and form a virtuous cycle. The South Korean government also said in the morning that it will take measures when market fluctuations are too large, and has sufficient policy capacity. The foreign exchange and money markets are showing a stable trend.

A-share new energy sector launched a full-scale counterattack

After a large-scale adjustment on Monday, the A-share market also ushered in a counterattack in the morning trading today. The major indices such as the Shanghai Composite Index, Shenzhen Component Index, CSI 300 Index, and ChiNext Index all opened higher.

On the market, new energy track-related themes became the vanguard of the rebound, with photovoltaic inverters, BC batteries, power equipment, photovoltaic roofs, HJT batteries, photovoltaics and other sectors all rising by more than 3%. Concept stocks such as Saiwu Technology, Foster, Ruihe Shares, Junda Shares, Oujing Technology, and Haiyuan Composites all hit the daily limit.

From the perspective of capital flow, the main force invested heavily in the new energy track in the morning trading today. According to the statistics of Securities Times Databao, as of the midday close, the photovoltaic concept received a net inflow of more than 2.6 billion yuan from the main force, ranking first in the theme sector. 8 concept stocks received a net inflow of more than 100 million yuan from the main force, among which Junda Shares, Sungrow Power Supply, TCL Zhonghuan, Foster, and JA Solar Technology received the largest net inflow from the main force.

2024 China Operating System Industry Conference is about to kick off

On August 8, the 2024 China Operating System Industry Conference will be held in Beijing. At this conference, the AI ​​version of the Kylin operating system will be unveiled, setting a new milestone in the deep integration of AI technology and operating systems, and promoting breakthroughs in my country's independent security and independent innovation capabilities in the field of operating systems.

For a long time, the global operating system market has been dominated by European and American companies. The development of my country's operating system started late, the localization rate is low, the competitiveness is not outstanding, and the domestic operating system ecosystem also has shortcomings.

The "Domestic Server Operating System Development Report (2023)" shows that in 2022, the Linux server operating system market share in all installed capacity in China will reach 79.6%, and will continue to grow, the Windows operating system market share will be 19.9%, and the niche server market represented by Unix will be 0.5%. According to Stat counter data, the current market share of domestic operating systems is relatively low, with a market share of less than 5%.

In recent years, driven by factors such as external environment, internal policies, and emerging market demand, domestic operating systems have entered a period of development opportunities. At present, the customer base of server operating systems involves multiple industries such as the Internet, government, finance, telecommunications, manufacturing, science and education, and medical care. Domestic server operating systems have been recognized and applied by users to a certain extent, and the domestic replacement market for server operating systems has great potential.

Many leading companies have attracted much attention from institutions

According to Databao statistics, there are not many listed companies in the A-share market that have operating system businesses, totaling less than 25. In terms of institutional attention, there are 19 companies that have received positive ratings (including buy, increase holdings, strong recommendation, etc.).

Kingsoft OfficeThe most watched by institutions, with 44 participating rating institutions. The company's WPS Office series of products is one of the earliest office software products in the world. At present, the company has developed into one of the world's advanced office software manufacturers. The company's independently developed WPS Office Linux version has fully supported domestic whole machine platforms and domestic operating systems, and the product has completed system adaptation and application promotion in many major national demonstration projects.

ThunderSoftIt has received attention from 28 institutions, ranking second. The company has invested heavily in the research and development of vehicle operating systems and cabin-driver integrated HPC products, and has launched the industry's first vehicle operating system product - "Dishui OS" vehicle operating system. In 2023, the company's R&D investment reached 1.458 billion yuan, a record high.

Inspur InformationIt has received attention from 27 organizations, ranking third. The company has taken the lead or participated in all national standards for servers and is the only server supplier that has joined the world's four major open computing organizations. According to the latest data released by Gartner and IDC, the company's market share of servers and storage products will continue to remain at the forefront of the world in 2023.

According to the consensus forecast of more than 5 institutions,There are five companies whose net profit growth rate is expected to exceed 20% in the next three years, namely Taiji Co., Ltd., Qi'anxin-U, Kingsoft Office, Thundersoft, and iSoftStone.Compared with the latest closing price and the target price predicted by the institutions, Taiji shares have an upside potential of 119.91%, ranking first. The upside potentials of the other four companies are between 60% and 90%.

Statement: All information content of Databao does not constitute investment advice. The stock market is risky and investment should be cautious.

Editor: Xie Yilan

Proofreading: Ran Yanqing

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