Mobile Internet industry: change triggers investment opportunities

The holographic financial game model shows that yesterday funds from the defensive varieties to the aggressive mobile internet industry stocks, palm Technology (300315, shares bar), the extension of information (002261, shares bar) and so on have become trading members.

Mobile Internet industry ushered in a great opportunity for development. On the one hand, the internet big guy to kill into the smartphone field. With the popularity of smartphones, mobile internet will replace the traditional network, the provider of Internet service will transfer the original service to the new mobile network platform, and must vigorously develop a new business more suitable for mobile terminals. The change of network access terminal will produce a large number of mobile users to change the way of Internet, and the Internet Service enterprise with sense of smell is bound to compete for mobile network users in the future. Affected by this, some Internet leading enterprises have invested heavily in the field of smart phones, such as millet, 360, and even Baidu, Alibaba, Shanda, etc. also have intentions.

Industry insiders believe that mobile internet companies to intervene in the field of smartphones, the goal is not the profitability of smartphones, but the use of smart phone terminals to determine the development of mobile internet business in the forefront of the industry. For example, millet is through the sale of millet mobile phones in order to build MIUI system platform and various application services; 360 hope to lay the status of its mobile security service provider, Alibaba and Baidu to seize the opportunity to cloud computing services, Shanda may be more important to the future development of mobile reading field.

The popularity of smartphones drives the industry's big change. The involvement of Internet bosses will inevitably make the cost of smartphone users quickly lower, on the one hand, the cost of purchase is reduced, on the other hand, the use of cost reduction. In order to compete for customers, these big guys will be in the mobile Internet content to make greater improvements, more conducive to the user's experience to upgrade.

The result of industrial change is: On the one hand, in the terminal handset equipment field, because of the cost reduction, more and more people will use the smartphone, the popularity of the smartphone is increasing rapidly. And the development trend of the smart phone is diversified, thin and so on, it is bound to promote the mobile antenna, precision structural parts and other industrial areas of rapid growth in market demand, thus driving the company's share price active. On the other hand, in the mobile Internet content, will be more exciting, the demand for content also by leaps and bounds. The development of mobile Internet will promote the development of video and other industries space, for the Music Network (300104, shares bar), Palm technology and other companies to provide new space for development.

Focus on three types of stocks: one is the end of the smartphone accessories field, such as Shuo Bader (300322, Stock bar), the precise (002475, stock bar), long surplus precision (300115, stock bar) and so on; second, the content of the field, such as the music Network, in green Bao (300052, shares bar), palm fun technology, etc. Third, high quality wireless network areas, such as Jie technology (002544, shares bar), Allwin Communications (002231, shares bar) and so on. (Golden Hundred Pro Consultation Qin Hong)