Group 1 - The core viewpoint emphasizes the strategy of accumulating positions in core leading companies during market dips, as the computer sector has seen adjustments, and valuations of some leading companies have become more attractive. The long-term industry trend remains positive, suggesting potential for valuation recovery driven by marginal changes in the industry or individual stocks [2][4] - The promotion of online identity verification and network numbers is accelerating, with a new regulation set to take effect on July 15, 2025, allowing the use of network numbers and online certificates for registration and verification in internet services. This initiative is expected to create new market opportunities across various segments, including product equipment, platform construction, and identity verification [2][4] Group 2 - A detailed follow-up on the online identity verification and network number industry is provided, indicating the start of a new era for digital identity [3][4]
【兴证计算机】网证网号:启幕“数字身份”新纪元
兴业计算机团队·2025-05-25 10:38