116家公司联名呼吁网络安全 机构看好的绩优概念股出炉

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【116家公司联名呼吁网络安全 机构看好的绩优概念股出炉】网络安全板块早盘表现活跃,麒麟信安“20cm”涨停,星网锐捷、天融信、中安科、三六零、久其软件等涨停,奇安信-U、深信服、绿盟科技等涨幅居前。消息面上,当地时间8月27日,包括OpenAI、Anthropic、微软、谷歌母公司Alphabet和亚马逊在内的116家企业与机构共同签署了一封联名信,呼吁各企业与政策制定者将网络安全置于首要位置,并在人工智能时代“采取果断行动”以强化防御能力。据证券时报·数据宝统计,网络安全概念股有近40只,8月以来,紫光国微、国投智能、迪普科技、启明星辰获得机构调研,其中紫光国微的机构调研家数最多,达118家。不少网络安全概念股获机构看好,截至二季度末,基金持股比例超1%的概念股有13只,其中国民技术、烽火通信、兆日科技、紫光国微、中国软件还同时获得QFII持仓。结合业绩预告下限、快报、半年报的数据来看,基金持股比例超1%的概念股中,8只概念股上半年业绩绩优,国民技术、兆日科技、三六零业绩扭亏,浪潮信息、紫光国微上半年净利润规模居前。业绩增幅方面,3只概念股上半年净利润同比增幅超100%,分别为浪潮信息、深信服、中电鑫龙。

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