Will the "Big data" be just unrequited affection?

Capital Rivers and lakes always seem to have endless stories. Every new technology will turn out to be the focus of the A-share market. Cloud computing, Internet of Things, 4G Communications, 3D printing, and so forth.


　　


, the visual data analysis software supplier tableau and Big Data marketing company Marketo after the U.S. listing of the surge, the big data China concept stocks also almost all red. Think of continuous trading, and other stocks such as Zhejiang Big Net new, Tianji technology and other stocks performance.


　　


However, in the industry's view, with the rise of the Rio Tinto several relevant listed companies, are related to the concept of large data. However, the recent strong performance of the company's shares does not represent its robust revenue growth, the big data era is far from coming.


　　


concept stocks float red


　　


recently, related concepts such as the days of technology, silver letter technology, think, wave information, with science and technology, the United States and Asia Cupressaceae, Ufida, such as good performance. And think of the rise of the strongest momentum, continuously out of several trading.


　　


, a macroeconomic researcher at CIC, Baibung, said the good performance of large data stocks was in line with market expectations, and there were a number of factors behind the surge: on the one hand, the domestic and international stock market overall performance is good, the market growth rate to maintain a high "standard", especially the U.S. Lay a good foundation for the surge in large data concepts; On the other hand, visual data analysis software vendors tableau and Big Data marketing company Marketo landed in the U.S., and the concept of the Internet of things in China, the big data concept stocks crazy soaring.


　　


in the open source Securities senior strategy analyst Hai, the current capital market of large data concept stocks is also the current economic restructuring of the inevitable result. "Traditional industries are affected by overcapacity and other factors, its future can not be too big development, and High-tech and other emerging industries will be the protagonist of the future." Big data will mature with the rapid development of the Internet. ”


　　


According to the information, the so-called large data, refers to the amount of information involved in a large scale to the current mainstream software tools, within a reasonable time to achieve capture, management, processing, and to help enterprises to manage decision-making more positive purposes of information. As with a company, it means that they have visual analysis software and a huge amount of data.


　　

"Big data is a new concept, but it's not something new,"
professionals explain. Theoretically, almost all business models and business practices are based on data, but the data has recently been dubbed the ' big ' word. The simple explanation is to have as many as possible the user most level, the most dimensions of data. Therefore, the large data base is a large user, followed by the acquisition of user data of different dimensions, the third is to find the same dimension and the data between the different dimensions of the association, can be as comprehensive as possible to restore the number of each person. ”


　　


in our country, large data as a new concept, the Ministry of Technology released the "Twelve-Five" project, the information processing technologies as one of the 4 key technological innovation projects were proposed, including mass data storage, data mining, image and video intelligent analysis, which are important components of large data. The other 3 key technological innovation projects, including information sensing technology, information transmission technology, information security technology, are closely related to large data.


　　


Hai said that big data is not only the IT industry hot words, in the capital market, large data-related concept stocks also performance strong. "Their rise is not purely a hype, the big data industry will be a rising sun to develop rapidly." ”


　　


in Hai's view, "the traditional industry is affected by overcapacity and other factors, their future road will not go very smoothly." and emerging industries are different, they are supported by strong policy, the future will have a good benefit. "In the Internet industry, cloud computing, mobile phones, environmental protection and other emerging industries, their development needs huge data to support, and large data plays an important role."


　　


Big Data Age come?


　　


based on IDC monitoring, global data volumes are doubling about every two years, meaning that the amount of data produced by humans in the last two years is equivalent to the amount of data produced before, and we are on the verge of a big data age.


　　


In the industry, the large data industry in the past few years performance general, and as the market moves forward, by the rapid development of High-tech, the Internet speed of further improvement, the industry will gradually enter a mature, and related technology listed companies will benefit.


　　


Securities analyst China said: "Large data in the government and military applications, as well as in the retail industry, manufacturing and related to personal location services and other areas are expected to be widely used, and generate huge social value and industrial space."


　　


However, with regard to the specific timetable for the big data age, the big Data era is far from coming, Baibung, a macro-economist researcher at CIC.


　　


Baibung said that the big data concept is currently only in the concept of hype stage, the recent strong performance of related stocks does not represent its robust revenue growth, the big data era is far from coming. At the same time, the construction of the Internet of things is relatively backward in China, the demand of information on the data is still not enough to pry the whole market, the release of huge capacity still needs the national level policy, the enterprise core technology upgrade.


　　


and in Hai's view, the big Data age is based on the development of the Internet, and no one can predict its timetable, because the development of the Internet itself is unpredictable. Large data industry is a sunrise, the future development prospects can be.


　　


Hai says companies that invest more in research and development have higher prices in their earnings from the gem. "Some listed companies come up with a net profit of 50% to carry out product research and development investment, the purpose is to be in the future of industrial adjustment in a cup of soup."


　　


in other words, opportunity is given to those who are prepared early. Similarly, the reporter also learned that the extension of stock and other stocks out of the trading behind, the company has already been in the field layout, and has related business support.


　　


"The company has long been big data-related business, the future in this field will be steadily advancing." The related staff said that the stock price trading is mainly market behavior.


　　


Similarly, Tianji Technology's main business is for the government and enterprises and institutions data center IT infrastructure third-party Services, with self-developed IT infrastructure management and technology implementation software tools, providing remote service and on-site services combined with comprehensive IT infrastructure operation services, as well as the overall IT infrastructure outsourcing services.