Peng Wah Fund Liang Hao: mobile internet gradually approaching

October 1, 2001, in the heyday of the Internet, Japan Telecom operators DoCoMo High-profile opening the world's first 3G network, with its mode–compatible model, in Tokyo, Osaka, Yokohama and other regions to provide video telephony and mobile multimedia services. This became one of the hallmarks of the industry at the time. Soon after, the dotcom bubble burst and the operators of the world, such as NTT, who spent huge sums to buy 3G licences, were caught in the sad rush of 3G's long hard to make profits. Capital markets have almost no technology stocks for 10 years. There was a pessimistic argument that "3G is useless" in the industry.　　However, in this game by the device operators, operators and capital markets to pay, and then fled after a short farce, the market law is not the human will for the transfer, there is no sound, step-by-step waiting for technological breakthroughs, the convergence of popularity until the final outbreak. Since 2009, mobile internet has been gradually approaching with its turbulent data flow. The story of ten years ago is becoming a reality. Apple is no doubt the creator of this change. Hardware, Apple uses multi-touch capacitive screen, greatly improved the mobile phone interface, using the user to get rid of the shackles of WAP resources, easy access to the Internet. In software, the creation of a program store, bringing together developers and users of the industrial chain platform to form a content market, the mobile internet to inject a steady stream of content of blood. However, all this is just the beginning. Google's Android platform also joined the mobile-Internet camp in 2008. By the end of 2010, Android had surpassed Apple in 26% of its market share in North America in just two years. The downturn in Motorola, in 2009 after the introduction of the Android system, the recovery is clear.　　In addition to Apple's confrontation with Google, Microsoft's wm, and Nokia's Megoo, have followed suit and perfected their product lines. 2010, these in the mobile Internet hardware market staged drama, undoubtedly become the market is about to rise, the major manufacturers seize the site is a good portrayal. and domestic participation in the hardware manufacturers, but also benefited from the apple industry chain in the High division, the stock price has also been from the beginning of the 18 yuan to the highest up to 70 yuan. ZTE, Huawei's terminal with the help of Google platform in the global rapid occupation of low-end markets.　　In the content market, "Angry Birds" has also become the object of worship, many people summed up the success of the game, more people to join the ranks of replication, the number of apps in the app has hit new highs. Looking back 10 years ago, in the dotcom bubble period, so that the capital market coveted many stories, today is gradually coming to the front desk. The investment opportunities contained therein are worth grinding.