Large Data Investment Roadmap

You may not know what the big data is, but it's surrounded by it! You will find that you bought a piece of furniture on Taobao, such as sofa, you later open the Web page will have "sofa" related advertising recommendations; you just wander around on Weibo, where your location, weather, and other environmental information have been recorded; you put on Google glasses, Google can gather all the information you see. We are in the midst of a rapidly exploding data age that has opened up a scavenger hunt in China's capital markets.

Analysts from brokers, funds and private-equity firms are exploring the most fashionable topic of the "Big Data Age", domestic a-share listed companies also borrow "number" and Rose, the recent end of the last five China cloud Computing conference theme is highlighted large data: large data broadband to promote the application of cloud computing and innovation. Large data concept stocks are on the verge of a hair-trigger.

According to the reporter statistics, as of May 1, as of June 14 close, the extension of 41.94%, Huayu software Rose 41.33%, Kehua Hengsheng Rose 36.86%, the tide of information up 30.13%, Tianji technology Rose 28.32% 2013, a leap high in the Chinese stock market hot word "big data" Quickly in the capital market to blow a whirlwind, it can be rooted in China, or just a speculation?

Force push

The first organization to come up with the "Big Data Age" is McKinsey, a world-renowned consultancy. In the big Data Age report, McKinsey notes that big data has now entered various sectors of the global economy, like other production essentials, and that many modern economic activities have left it at all, Big data will lead to a wave of productivity growth and a consumer surplus.

"A lot of people haven't figured out what the PC Internet is, the mobile internet is coming," said Mr Ma, in his speech on May 10.

From Silicon Valley to Beijing, big data issues have swept through China, driven by Chinese institutions. In my impression, the earliest time to mention large data should be in September 2011, when the brokerage fellows, VC began to pay attention to this phenomenon. A private equity person in Zhejiang said in an interview with reporters.

According to the reporter investigation, including national Gold securities, Citic Securities, Everbright Securities, Guotai, Galaxy Securities and other research institutions in the "Big data" in-depth research, that this will be the future investment in gold, and began to vigorously recommend.

National Gold securities from the end of 2011 to the beginning of 2012, three big Data reports were published in the capital markets: "We follow the references in Toffler's third wave." If IBM's mainframe has opened up the information revolution's big screen, then ' Big Data ' is the third wave of the CLS movement. " National Gold securities are very optimistic about the big data outlook.

"At the end of 2011, I will summarize the big data background of the industry's new trends in the text sent to more than 200 corporate chairman, government officials and other dignitaries." From their responses, everyone has a great sense of anxiety. " Yi Huan, deputy director of the Institute of Macro-source securities, at the first anniversary of the establishment of the IC coffee, delivered a keynote speech "the subversive of the big Data age" and shared a "murder" experience triggered by a message.

In Yi Huan's view, abandoning the industrial era of development thinking, embracing the idea of large data, will be all walks of life, local government to achieve the historical opportunity to overtake. Internet, IoT, cloud computing, intelligent mobile devices, etc., make all kinds of information transmission breadth, depth more than any period in history The formation of the so-called "big data"-capital markets and the industry's hottest concept.

Yi Huan pointed out that in the large data age, the scale and activity of data assets will become the dominant factor of the sustainable development of an industry and a city. Large data-driven urban informatization, the pursuit of prosperity and development of all industries, the well-being of the residents of health, the government's convenient services will be coordinated development.

Hair-trigger

If 2012 is the year when the concept of big data is introduced into China, then 2013 is the time when big data concepts explode.

From the "Big Data" segmentation industry classification, mainly involved in 7 major categories, including data processing, analysis, integrated processing of the Cupressaceae, the United States and Asia, the data Center for the construction and maintenance of Tianji technology, Silver Letter technology, RONGZHIFA, Business intelligence software category Huayu software, Ufida, speech recognition of the hkust flying; The video category of the Sea Kang Granville View, Dahua shares, and it consulting of the Han information, information Security category, such as the Guardian.

And the industry based on large data in the future market prospects and the degree of benefit, will be large data industry chain divided into three echelon, the first echelon is the construction and maintenance of data center; the second echelon is the information processing and security; The third Echelon is business intelligence software.

May 10, Ma Yun's outgoing speech presented a "Big Data era", investors are sensitive and excited. The large data concept stocks are on the verge of a hair-trigger, the days of technology, silver letter technology, the United States and Asia Cupressaceae concept stocks subsequently have a significant increase, some of the stock continuously impact 3 trading board.

May 17, the visual data analysis software provider tableau software and large data marketing company Marketo landed in the U.S. stock market, the capital was hot, and once again stimulated investors to the A-share large data concept stock enthusiasm. In the following week, the company rose by 29%, Wave information rose nearly 20%.

As one of the big data concept strands, Rongzhifa has made a decent performance in the two-tier market. Rong of the original business is for large and medium-sized enterprises to provide data center system integration and technical services, after listing continuously through acquisitions to fill the business gap, to the front line business Operation Market. Company car networking Business market strategy is clear, performance commitment strict, incentives in place. As the vehicle network of scarce quality standards, the company is expected to enjoy long-term higher valuations. " Haitong Securities computer industry analyst Chen Mifeng for the first time put forward the investment proposal of the alliance.

And as a data processing echelon of the leader of the stock is funded by the party and research institutions sought after. The latest research report of Hongyuan Securities pointed out that Tuo si is a large number of data in the field of large-scale unstructured information automation, intelligent processing industry leader, from the bottom of technology, platform products to the application of products and Services technology Bureau and products more complete, And the company can achieve Splunk, Tableausoftware and Marketo Three U.S. stocks Big data company products core functions, investment value further highlighted.

Recently, the tide of information is through a fixed increase, throwing gold 200 million yuan layout of large data business.

However, Huatai Securities senior Investment adviser Liu Ying pointed out that the early large data concepts generally push up the stock price, the current market environment in a systematic correction, short-term large data concept stocks outflow phenomenon is obvious, investors cautious response as well.

The worries of the carnival

The Chinese stock market has never lacked the concept, the 3D printing, the shale gas, the Tesla, the cloud computing and so on emerge unceasingly, but by "the concept" the root is few.

"Undeniably, the big data is the future development trend, many Chinese companies are now in the big data business, but really will the big data mining and the application falls to carry on, transforms into the business model enterprise still is very few." Many of the big data concepts are gimmicks at the moment. " Zhejiang private equity people told reporters that.

Tianji Technology, Silver Letter technology, on May 21, the announcement of the risk hint, said in unison: "The ' Big data ' market development needs more conditions and time, at present, the ' Big Data ' era has not really come, ' big data ' concept of the company's main business has no substantive impact."

"Now China is on the eve of the big Data age, in the initial stage, the concept of conversion to profit space is not large, long-term bullish big data industry." Sky Wing Venture Investment senior project manager Yang Huili, said in an interview with reporters.

(Responsible editor: Lu Guang)