"Cloud" stroll in the Nuggets cloud computing concept investment clues looking for investment opportunities

Cloud computing is a convenient and flexible computing model that can access and use computing resources on a shared pool, such as servers, storage, application services, networks, and so on, on demand. Cloud computing through flexible resource expansion to achieve rapid dynamic configuration, through a high degree of abstraction and virtual implementation of application and process standardization, is not only a technological architecture change, but also a business model change, through the perfect integration of technology and innovation to help enterprises control costs, reduce IT spending.

Cloud computing has become a globally recognized next-generation information technology, attracting a flood of industrial capital. International mainstream it vendors, such as IBM, HP, Microsoft, Cisco, Google, Amazon and so on are all involved in the cloud, Microsoft has recently announced plans to 90% of the development budget (about 8.6 billion U.S. dollars) into the cloud. Chinese telecommunications and IT companies, such as China Telecom [4.68-1.27%], China Mobile [75.75 1.41%], Alibaba [9.00-0.66%], Lenovo Group [4.98 3.53%], and other companies are providing cloud computing technology and cloud services for domestic consumers, businesses and governments.

The market capacity of cloud computing is also forecast by various research agencies. IDC predicts that global IT spending on cloud computing services will grow 3 times times over the next 5 years, to $42 billion trillion by 2012, and Gartner predicts that the cloud computing services market reaches $150.1 billion trillion by 2013. The domestic cloud computing market is expected to reach 750 billion to 1 trillion yuan by 2015.

As a strategic emerging industry direction, the government has given great support to cloud computing. "Twelve-Five" new generation of information technology industry development ideas clearly put forward, the next five years will use cloud computing technology to carry out emerging services demonstration, the implementation of information Huimin major application demonstration projects, cloud computing will be in the social security, medical, education, employment and other fields are widely used. The National Development and Reform Commission, Ministry of Industry, Ministry of Science and Technology and other jointly drafted the "Speed up High-tech service industry guidance", cloud computing is as the leading role of High-tech services industry in the future. BEIJING, Shanghai, Shenzhen, Hangzhou, Wuxi as the first batch of designated cloud computing pilot cities, there are cloud computing application projects this year, such as Beijing's "Xiangyun Project", Shanghai's "Sea of Clouds Plan" and so on.

The concept of cloud computing is getting more and more attention from the market, it is suggested to grasp three investment clues to find the structural investment opportunity of the industry: first, it has already deepened into the demonstration project of the model city's cloud computing, and the future is expected to stand out as the backbone company; second, with the cloud computing Companies that can provide software products and services to their customers; third, companies with high certainty of growth, strong performance predictability and a safe margin for valuation.

(Responsible editor: admin)