Big data: Opening the new golden age of IT industry

A-shares and large data-related listed companies are: Oriental country letter [34.28-1.21% Stock Bar Research], Tianji technology [29.05-0.65% Stock Bar], RONGZHIFA Joint [34.44-2.57% Stock Bar Research], the United States and Asia Cupressaceae [39.25-0.96% Stock Bar Research Report], super map software [ 19.08-2.00% Stock Bar Research Report], Hkust news Fly [41.90-1.18% Stock Bar Research Report], think [30.76-0.16% Stock Bar Research Report], Han get information [17.95-0.83% stock], Taiji shares [20.28 6.18% shares Bar Research Report], Ufida [ 19.99 2.94% Shares Bar Research Report], Lith Chen [11.00-0.72% Stock Bar Research Report] and so on.

Facebook is about to go public, with big data once again becoming a popular buzzword in the recent a-share market. Many private-equity people said that large data will lead to human social management model, consumption patterns and other revolutionary changes, but also to the a-share market to bring new investment opportunities.

A time of great data

Large data is another major change in the information technology industry after cloud computing and the Internet of things. Data from research institutes show that the amount of data produced by humans in the last two years is equivalent to the amount of data produced before. "The big Data age is coming!" "A private placement in Shenzhen, a major investor in Hong Kong, says the development of new technologies, such as Internet of things and cloud computing, will lead to the development of large data industry chains."

According to McKinsey's analysis, the future use of large data products in three major industries will generate 700 billion of dollars in potential markets. "Big data will bring a new golden age to the IT industry." According to the initial budget of the private equity fund, the potential market size of China's big data products is expected to be close to 2 trillion yuan.

Large data refers to a mass of data sets, including animation data, enterprise IT applications bring data, blogs, click Stream data, social media, machine and sensor data.

Because large data is applied in more and more segments, it is also known as the "Data bank". Rosinue, director of investment research at Zhan Bo, believes that in an increasingly competitive information society, large data is also an asset. such as how to activate the data assets, for the Government, enterprises and individuals to better service. In retailing, Wal-Mart in the United States has long started using the relational analysis of daily trading data to gain a competitive advantage. Prior to Hurricane Katrina in 2005, Wal-Mart analysed the sale of the pie from flashlight and battery sales data, and linked the two to the fact that a power outage during a hurricane hit would make it easier to eat pies.

Focus on four types of investment

Future large data will be mainly used in government, communications, electricity, banking and other fields, some market analysts believe that 2012 China will usher in large data year, the next two or three years, the relevant large data concepts will usher in the release of the period of performance, is a better time to advance layout. However, Minghuaxinde deputy general manager Dong Ling said, because the large data hardware high-end technology is still mainly in the hands of foreign enterprises, a-share listed companies will focus on investment opportunities in the application layer and information service layer, such as engaged in IT infrastructure services, IT consulting and program implementation and other aspects of the enterprise.

Private equity insiders interviewed by the Securities Times said a shares of large data concept of the mining, can be from the following four aspects: first, the mass data processing-related companies; the other is related to the video application of the company; The third is the company related to data maintenance and data mining.

However, Rosinue also cautioned that some of the big data-concept stocks have risen too sharply this year, and there has been a valuation bubble. In addition, the big data concept stock also faces the risk that the enterprise reduces it capital investment, the government supports funds lower than the expectation.

(Responsible editor: Lu Guang)