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根据今日投资《在线分析师》(www.investoday.com.cn)对国内70多家券商研究所1800余名分析师的盈利预测数据进行的统计,本周投资评级上调居前的30只股票中,行业分布比较分散:房地产和电子设备与仪器行业有4家公司入选、排名第一,软件、化工品、金属与采矿行业各有2家公司入选。软件行业近几周首次有两家公司入选前30名,板块跌幅略低于大盘,本期我们选择该行业作为点评。2008年1-2月中国电子信息产业实现收入6.062亿元,同比增长17.7%,其中软件产业实现收入923亿元,同比增长28.7%,08年前两个月软件产业收入占电子信息产业总
According to the statistics of today’s Investors Online Analyst (www.investoday.com.cn) on the earnings forecasts of more than 1,800 analysts at more than 70 brokerage houses in China, this week the investment rating was raised among the top 30 stocks The industry is fragmented: 4 companies are selected for the real estate and electronic equipment and instruments industry, ranked No. 1 in the software, chemicals, metals and mining industries each with 2 companies selected. The software industry for the first time in recent weeks, two companies selected the top 30, the plate fell slightly lower than the broader market, this issue we choose the industry as a comment. From January to February 2008, China’s electronic information industry realized a revenue of 606.2 million yuan, up 17.7% over the same period of last year, of which revenue from the software industry was 92.3 billion yuan, up 28.7% over the same period of last year. In the first two months of 2008,