1. Cloud computing

It is the general trend for enterprises to migrate to the cloud. The cake in the domestic cloud computing market is becoming more and more attractive.

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

at the SaaS level, we should also focus on analyzing whether specific products and services meet the actual market demand of domestic customers.

Second, Big Data

"Big Data+"has penetrated into almost all industries, and the investment strategies in this field are as follows:

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 technology-based 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 application-oriented big data companies, the application market is large enough, and the company has good growth and strong realizability.

Third, virtual reality

The development prospect of virtual reality is imaginative, with a wide range of application space, such as games, movies, education, sports, Ad Astra, medical care and so on.

The investment strategies in this field are as follows:

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

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

iv. artificial intelligence

according to the forecast, the market scale of artificial intelligence will grow to USD 11 billion in 2124. The inITial technology accumulation and data accumulation have had a significant scale effect in the past, so the tide of artificial intelligence reshaping all walks of life is about to strike, and it will trigger a new round of IT equipment investment.

In the field of artificial intelligence, the main concerns include:

1. Computer vision recognition (typical of face recognition);

2. Computer adaptation (taking all kinds of robots as examples);

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

v. 3D technology

After the investment boom of 3D printing in the past few years, 3D printing technology has entered a new stage, but the application market still needs to be broken.

The focus of the next round of 3D technology includes:

1. Special materials for 3D printing and their 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 4.1).

VI. Unmanned technology

At present, unmanned technology is mainly used in unmanned aerial vehicles, driverless cars and other fields. The United States Teal Group predicts that the global UAV market will increase from 6.4 billion US dollars in 2115 to 11.5 billion US dollars in 2124, and the development trend is rapid. Driverless cars have not been unveiled yet, but McKinsey predicts that by 2125, there will be an output value of $211 billion to $1.9 trillion in this field. At that time, the output value of driverless cars in China will be at least trillion, with unlimited potential.

This 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, focusing on leading enterprises in various fields such as automotive electronics related hardware, car networking related software and complete vehicles;

2. UAV field, focusing on the subdivision of component manufacturing and overall design, as well as high-quality enterprises with great potential among UAV solution providers.

VII. Robots

Due to the rising labor costs and the overall economic restructuring in China, the future rise of robots and its huge market scale have been recognized by major institutions.

1. The industrial robots in the future will have strong self-learning ability and specialization ability, and will innovate and extend to more subdivided fields and structures;

2. Cooperative robots can work with people and are widely used in various fields of life, which is a cross-border product.

3. There is no upper limit for service robots, which has the market scale potential far exceeding that of industrial robots and cooperative robots.

VIII. New Energy

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

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

2. 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.

IX. New materials

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

X. Biotechnology and Life Science

With the development of basic disciplines such as genomics and molecular biology, biological agents and life science and technology are playing an increasingly important role in treatment. In terms of biological agents, more and more monoclonal antibodies have produced breakthrough effects on intractable diseases such as tumors and diabetes, and "blockbuster" new drugs are frequent.