The three-day fourth world Internet conference opened in wuzhen, the permanent host city, on March 3. It is reported that the focus of the fourth world conference on the Internet show cloud computing, big data, Internet of things, artificial intelligence, virtual reality, augmented reality, network security in areas such as new technologies, new products. In addition, there are 26 and "Internet +" the wisdom of the related project will debut at this session of congress, including hkust xunfei xiao translation machine, ali no supermarkets, CLP technology wisdom light pole and garbage pick up knowledge of robots, etc.
And 3 in the afternoon, the meeting also released 2017 18 representative leading scientific and technological achievements, including Microsoft's artificial intelligence small ice, "drops" brain results associated with artificial intelligence, industry shows that artificial intelligence has gradually from the technical breakthrough stage, the stage of commercial application acceleration. Other technological achievements include Arm's latest platform security architecture, a new generation of beidou 3 global systems, and optical quantum computers.
To this, market people say: recently, with the collective retreat of the white horse stock in the fields of food and beverage and household appliances, the quality growth stocks associated with the Internet sector have been constantly moving. As the convening of the fourth world conference on the Internet, hot high correlation with the capital market of artificial intelligence, network security, unmanned, no retail and so on four big Internet high-tech sector is expected to gain market tuyere.
As the highest area of Internet technology and application, artificial intelligence has been highly valued at the national level. In March 2017, ai first wrote the work report of the Chinese government. In July, the state council issued the new generation of ai development plan. 2017 is also widely regarded as the year of artificial intelligence in the industry.
The medium - and long-term investment value of artificial intelligence is also recognized by securities firms. "There are three levels of artificial intelligence business scenarios: the first level is security and industry," said shenwan hongyuan securities. The second level is education and medical treatment; The third level is for finance and unmanned driving, and the mobile phone and security scenes will soon be commercialized. Education and medical are pregnant with business models. Relevant individual stocks can be focused on: zhongke dawn (chip localization in the next five years, artificial intelligence in the next 10 years the best mark), hkust xunfei (company from voice platform in-depth industry application), etc.
Network security is the healthy development of the Internet industry, make the most important guarantee of network power, as the fast growth of Internet market space, the scale of network security industry market will be huge. The jiangnan jijie of qihoo 360 company has realized 18 consecutive daily limit after the November 7 rebrand, which shows that the capital market is optimistic about the concept of network security concept. Soochow securities said: according to IDC, network security industry compound growth rate of 16.4% over the past five years, driven by multiple factors, the industry in 2018 will have to accelerate the inflection point, emphatically recommended target qiming, guard and cupressaceae the United States and stars.
In addition, good development expectations of the Internet emerging applications such as unattended retail and driverless Internet will also be an important factor in promoting the valuation of relevant companies. Related fields listed company mainly includes: such as yuanwang valley (RFID), nano science and technology (video traffic statistics), thinking electronic (intelligent vending terminal), hikvision (intelligent security), the new world (electronic payment), road chang science and technology, science and technology, the four-dimensional figure of one thousand new shares, the mitsubishi corp, etc.
In terms of secondary market performance, internet-related stocks have been the first to beat the market on Friday, with the Internet sector as a whole gaining 1.79 per cent. In the segment, the unattended retail sector gained 2.68 percent, while the network security sector gained 1.89 percent. With the stimulus of the fourth world Internet conference, short-term related sectors are expected to continue to top the list, say market participants.