每經編輯(ji)｜葉峰(feng)

TMT板塊集(ji)體拉(la)升，太極股份(fen)漲(zhang)超7.4%，中(zhong)國軟(ruan)件(jian)、三六零、中(zhong)科(ke)軟(ruan)、科(ke)大訊飛(fei)等多股跟漲(zhang)。計算機ETF（512720）漲(zhang)超1.2%，成交額超1億(yi)元(yuan)。

中(zhong)(zhong)信(xin)(xin)建投(tou)證券表示，今年以來受財政支出偏緊等因(yin)素影響，上半年信(xin)(xin)創(chuang)(chuang)訂單落(luo)地緩慢，但近期行(xing)(xing)業(ye)(ye)信(xin)(xin)創(chuang)(chuang)訂單加速(su)(su)釋放，對信(xin)(xin)創(chuang)(chuang)行(xing)(xing)業(ye)(ye)預期的邊際改善推(tui)動較大。7月12日(ri)(ri)，中(zhong)(zhong)國(guo)交(jiao)通(tong)(tong)運(yun)輸協會(hui)公(gong)(gong)眾號(hao)顯(xian)示《交(jiao)通(tong)(tong)運(yun)輸信(xin)(xin)息技術應用創(chuang)(chuang)新(xin)適配測評總(zong)體要(yao)求(qiu)》征(zheng)求(qiu)意見稿發布。7月25日(ri)(ri)，軟通(tong)(tong)動力、彩訊股份(fen)等成(cheng)功中(zhong)(zhong)標(biao)(biao)中(zhong)(zhong)國(guo)移動“云能(neng)力中(zhong)(zhong)心(xin)2023-2024年省專公(gong)(gong)司操作系(xi)統(tong)遷移技術服務(wu)項(xiang)目(mu)”。7月27日(ri)(ri)，麒麟軟件(jian)公(gong)(gong)眾號(hao)公(gong)(gong)告(gao)其獨家中(zhong)(zhong)標(biao)(biao)中(zhong)(zhong)國(guo)郵政集(ji)團服務(wu)器操作系(xi)統(tong)集(ji)采(cai)項(xiang)目(mu)，數量超60000套。8月7日(ri)(ri)，財政部會(hui)同(tong)工(gong)業(ye)(ye)和信(xin)(xin)息化(hua)部研究起草了(le)操作系(xi)統(tong)政府采(cai)購需求(qiu)標(biao)(biao)準（征(zheng)求(qiu)意見稿），并向社(she)會(hui)公(gong)(gong)開征(zheng)求(qiu)意見。本(ben)周，中(zhong)(zhong)信(xin)(xin)銀(yin)行(xing)(xing)股份(fen)有限公(gong)(gong)司通(tong)(tong)用基礎(chu)設施(shi)集(ji)成(cheng)商入圍采(cai)購項(xiang)目(mu)公(gong)(gong)布了(le)65億超大訂單，該項(xiang)目(mu)被業(ye)(ye)界認(ren)為(wei)是信(xin)(xin)創(chuang)(chuang)歷(li)史上最大訂單。預計(ji)隨著行(xing)(xing)業(ye)(ye)信(xin)(xin)創(chuang)(chuang)訂單落(luo)地加快，計(ji)算機公(gong)(gong)司業(ye)(ye)績增長有望(wang)進一(yi)步提速(su)(su)。