What industry is better to study now?

cloud computing

It is the general trend for enterprises to migrate to the cloud. You can see:

1) The growth of public and private cloud markets is still going hand in hand, not a zero-sum game;

2)IaaS level: It is more and more important to have diversified business application ecosystems, such as Amazon, Google and Microsoft.

3)SaaS level: mainly concentrated in human resources, OA, CRM, marketing, B2B commodity procurement and other fields, such as SalesForce, Sap, Oracle and so on.

4)PaaS level: Without independent giants, it is more likely that IaaS giants will extend upwards or SaaS giants will extend downwards in the future.

The domestic cloud computing market is still in its infancy, and the market cake is more and more attractive.

1) Although IT giants such as Ali, Tencent and Huawei have entered one after another, the complexity of China's enterprise market still makes opportunities at the IaaS level;

2)SaaS level: In addition to paying attention to the above market segments, we should also focus on analyzing whether specific products and services meet the actual market demand of domestic customers.

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2

big data

The total financing of big data industry in 20 13-20 15 years was 800 million dollars,15.4 billion dollars and 2 billion dollars respectively; The financing events of 20 13-20 15 were 10, 42 and 50 respectively. "Big Data+"has penetrated into almost all industries, such as "Big Data+Retail" represented by Alibaba, "Big Data+Medical Care" represented by Lilac Garden, and "Big Data+Real Estate" represented by SouFun. The investment strategy in this field is:

1) For resource-based big data companies: the data resources are large and complete enough, the data value is imaginative enough, and the data mining integration ability is strong enough;

2) For technical big data companies: the technical threshold is high enough for the company to quickly form scale effect and network effect, so as to quickly occupy enough market share;

3) For applied big data companies: the application market is large enough, the company has good growth and strong liquidity.

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three

artificial intelligence

According to the forecast, the market scale of artificial intelligence will grow to 1 1 1 billion dollars in 2024. The initial technology accumulation and data accumulation have produced significant scale effect in the past, so the wave of artificial intelligence reshaping all walks of life is about to strike, and will trigger a new round of it equipment investment.

In the next 3-5 years, the wave of intelligence will bring trillions of markets. In the field of artificial intelligence, the main concerns of 20 16 include:

1) computer vision recognition (a typical face recognition);

2) computer adaptation (taking all kinds of robots [- 1.98% funded research report] as an example);

3) Subdivide the underlying technical fields (such as natural language processing, machine learning and knowledge mapping).

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four

VR（Virtual Reality）

At present, the global virtual reality industry is still in the early stage after nearly a hundred years of development, and the supply chain and various supporting facilities are still being explored. But the development prospect of virtual reality is imaginative, and it has a wide range of application space, such as games, movies, education, sports, advertising, medical care and so on. At present, major consulting organizations are optimistic that virtual reality will achieve ultra-high-speed growth in the next five years, and the outbreak is close at hand.

1) In a short time, manufacturers who can lay out the virtual reality industry chain have investment value from hardware equipment, content production to platform distribution;

2) In the long run, the content of virtual reality will be the soul of the industry, and the investment in mature content industry manufacturers will be full of opportunities.

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five

3D technology

After the investment boom of 3D printing in previous years, 3D printing technology has entered a new stage, but the application market still needs to be broken. Experts predict that in 20 16 years, the market size of 3D printers in China will expand to 10 billion yuan.

Next, the new round of investment hotspots of 3D technology include:

1)3D printing special material and its technology;

2) 3D modeling and customized design software;

3) Innovative enterprises around the industry model of 3D printing technology (that is, the combination of 3D printing with education, medical care and industry 4.0).

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six

Driverless technology

Driverless technology is currently mainly used in the field of drones and driverless cars. Theil Group of the United States predicts that the global UAV market will grow from $6.4 billion in 20 15 to $0.5 billion in 2024, with a rapid development trend. Driverless cars have not yet appeared, but McKinsey predicts that by 2025, there will be an output value of $200 billion to $65,438 +0.9 trillion in this field. By then, the output value of driverless cars in China will be at least one trillion yuan, with unlimited potential.

The field can continue to pay attention to the following targets for a long time:

1) With the gradual liberalization of policies, giants such as Baidu, Google, BMW and Audi have stepped up the layout of driverless cars. We focus on leading enterprises in various fields such as automotive electronics related hardware, vehicle networking related software, and complete vehicles;

2) In the field of UAV, focus on the subdivision of parts manufacturing and overall design among UAV solution providers and high-quality enterprises with great potential.

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seven

robot

China's aging population is increasingly prominent, labor costs have risen sharply, and the overall economic structure is facing transformation. The future rise of robots and its huge market scale have been recognized by major institutions.

In the future, the robot industry will have huge investment opportunities, from industrial robots, cooperative robots to service robots.

(1) The future industrial robots will have strong self-learning ability and specialization ability, and will be innovatively extended to more subdivided fields and structures;

(2) The cooperative robot can cooperate with people and is widely used in all fields of life, and it is a cross-border product;

(3) There is no upper limit for service robots, and the market potential far exceeds that of industrial robots and cooperative robots. We believe that service robots used to help the elderly and medical care will lead the development.

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eight

new energy

China is the largest new energy market. Developing new energy industry is an inevitable choice to change China's energy structure, reduce dependence on fossil energy and reduce environmental pollution.

Huge financial subsidies promote the rapid maturity of the new energy industry and contain rich investment opportunities;

1) lithium batteries have formed a complete industrial chain in China, and the demand for downstream power and energy storage batteries is huge;

2) In 2065438+05, China's new energy vehicle market developed by spurt, with production and sales exceeding 300,000 vehicles, increasing by more than 300% year-on-year, becoming the largest new energy vehicle market in the world;

3) Compared with lithium batteries, supercapacitors have obvious advantages in fast charge and discharge, long cycle life and high power density, and can be widely used in urban public transport, rail transit, wind power generation, oil drilling, port machinery and other fields.

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nine

new material

New materials are the cornerstone of the new economy, and the rapid development of China's military industry, high-speed rail, nuclear power, aerospace and other cutting-edge manufacturing fields cannot be separated from the breakthrough in the field of basic materials.

With the continuous accumulation of scientific research strength of basic chemistry, basic materials and nanotechnology, innovations in the field of new materials will continue to emerge, and new materials will become a market with a trillion-dollar output value:

1) Compared with existing materials, graphene has obvious advantages in flexibility, mechanics, optics, electricity and quantum properties, and its future application industries will span electronics, biomedicine, military industry, precision manufacturing and chemical industry.

2) Carbon fiber is a new material with relatively mature application. Compared with traditional materials, it has good quality and light weight. In the future, efforts should be made to reduce costs and break through foreign technology blockade;

3) New membrane materials can be widely used in water treatment, waste gas treatment, lithium batteries and other fields;

4) Bio-based materials, used in dentistry and orthopedics, can replace and repair the functions of human tissues and organs.

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10

medical service

The driving factors of 20 16 in medical service industry come from the continuous decline of the prosperity of pharmaceutical industry and the change of drug price formation mechanism. Driven by graded diagnosis and treatment and doctors' multi-point practice, public hospitals use private capital to revitalize existing assets and create incremental prices. Medical service business provides commercial export of new technologies, and new technologies provide high value-added projects for medical service business. The investment logic is:

1) Medical-based business models that are in line with the interests of hospitals, such as rehabilitation medicine, inspection field and high-end medical imaging field;

2) Chain specialized hospitals with certain thresholds, such as women and children, assisted reproduction, ophthalmology, orthopedics, medical beauty, etc.

3) Chain third-party services such as health management and third-party diagnosis;

4) High-end hospitals with core technologies and expert resources in first-tier cities.