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从市场规律来看,每年的1 1月初至第二年的1月底之间,软件行业都会出现较为强劲的跨年度行情。因此我们认为,政策强劲支撑背景下,在业绩处于高峰及估值处于低谷的第四季度买入质地优良的被低估的软件服务类公司可带来不俗的超额回报。
From a market perspective, the software industry will have a strong cross-year market from the beginning of January of each year to the end of January of the second year. Therefore, we believe that under the background of strong policy support, buying undervalued software service companies with good texture can bring decent excess returns in the fourth quarter with peak performance and low valuation.