资讯面
The 2019 Alibaba Cloud Conference was held in Hangzhou Yunqi Town from September 25th to 27th, with developers as the protagonist of the conference, digital economy as the core topic, and key display areas Involving cloud computing, artificial intelligence, Internet of Things, etc.
A few days ago, from September 18th to 20th, Huawei held the 2019 Huawei Full Connect Conference in Shanghai. The theme of the conference is "Create a new height of intelligence", and the content focuses on AI and cloud computing. At the September 19 press conference, Huawei used chips as the engine to fully exert its efforts in intelligent computing, creating a "one cloud (Huawei Cloud) + two wings (intelligent computing, intelligent data and storage) + dual engines (Kunpeng + Shengteng chip) "Industry layout, and launched the world's first mobile phone equipped with Kirin 9905G chip and supporting SA and NSA dual networking. Huawei also released the world's fastest AI training cluster Atlas900 to accelerate the intelligent process of scientific research and business innovation. In addition, Huawei will unswervingly invest in the computing industry.
Industry giants have deployed smart computing. Many organizations said that cloud computing is rapidly infiltrating and the industry chain will fully benefit.
Tencent Cloud
Institutional view:
4#华泰1a#In the past three years, the major indexes in the early stage of the Yunqi Conference have performed well. It is recommended to pay attention to investment opportunities in the TMT sector.
Key recommendations: 数据港 (Alibaba data center strategic partner, with abundant projects in hand, and the growth has entered an acceleration period), 光环新网 (cloud computing infrastructure), 星网Ruijie (White box switches enter the BAT data center market).
民生基金
Cloud computing is in a high boom cycle, and the boom in 2020 will continue. The performance of cloud computing companies (A-share listed companies in the computer industry) in 2019H1 was generally good, with overall operating income increasing by 13% year-on-year, and net profit attributable to the parent company up 57% year-on-year. The penetration rate of cloud computing in China is lower than that in overseas regions. The agency believes that both overseas giants and domestic Internet companies will continue to increase investment in cloud computing in the future. The Academy of Information and Communications Technology predicts that by 2022, the total space of China’s public and private cloud markets It will reach 290.29 billion, with a compound growth rate of 31.77% from 2018 to 2022. Related businesses of cloud computing companies are growing rapidly, and the development of cloud computing is highly certain, and it is in a high economic cycle.
Recommended attention: yongyou network , 石基信息, 宝信软件.
China Merchants Securities
predicts that Alibaba Cloud's leading position is expected to continue to strengthen, Tencent Cloud, Kingsoft Cloud, and Huawei Cloud are expected to follow closely, and other competitors will gradually transform or withdraw . Internet giants rushed out of the cloud market through "first-mover advantage + R&D strength", and other companies continued to catch up with "high-viscosity software applications + R&D strength"; equipment vendors’ cloud business and traditional businesses "struggle with each other" to create hybrid cloud for development Direction: Operators lack R&D and operation capabilities and gradually withdraw; small companies lack capital and R&D capabilities and gradually transform into cloud hosting service providers. The cloud industry chain has long-term high growth.
Key recommendation IDC: 光环新网;
Optical network: 星网锐捷、中间旭创、天福通信、太辰光、新易盛;
Server: 浪潮信息 (computer group coverage);
Cloud Video: 亿联网络, 会畅通信.
Suggested attention: 宝信软件, 数据港, 万国数据, 英维克 (mechanical group coverage), 紫光股份有限公司.
Cloud computing related concept stock
Cloud computing related concept stock
7d Cloud computing related concept stock 04a#7d#
Cloud computing related concept stock
