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中信建投:數字經濟規劃出臺,互聯網行業迎來新發展
格隆匯1月19日丨中信建投表示,國務院印發《“十四五”數字經濟發展規劃》,對“十四五”期間的數字經濟發展作出全面規劃。數字經濟是以數據資源爲關鍵要素,以現代信息網絡爲主要載體,以信息通信技術融合應用、全要素數字化轉型爲重要推動力促進公平與效率更加統一的新經濟形態。國務院《“十四五”數字經濟發展規劃》的提出意味着數字經濟在國民經濟中的重要性與日俱增,互聯網行業迎來進一步發展的契機。當前衆多互聯網公司價值嚴重低估,處於歷史低位,我們預計在政策東風的推動下,互聯網公司有望迎來一次價值調整。
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