The rapid development of big data, driven by equities

Schoonerger's "big data age" selling in 2012 led directly to the rapid popularization of the concept of big data, but even so, one hundred people still give an explanation of one hundred big data he understands. The recent hot performance of US market visual data analysis software vendor Tableau and big data marketing company Marketo has aroused the capital market's imagination of big data. As long as the A-shares can catch big data, the share price is even higher and higher. .

The market is huge

Three levels of mining benefit shares

The advent of the big data era is an inevitable result of the development of the Internet to a certain stage. With the rapid development of the Internet, the amount of information in the Internet has dramatically increased. The useful part of this information is called data. When the data size is bigger and bigger, quantitative change will cause qualitative change, big data come into being. Big data does not mean large data, big data is a completely new concept. According to IDC's first report on China's big data technology and service market, "Forecast and Analysis of China's Big Data Technology and Services Market from 2012 to 2016", the market size will grow from 77.6 million U.S. dollars in 2011 to 2016 Of the 667 million US dollars, the next five-year compound growth rate of 51.4%, the market size increased nearly 7 times.

The current A-share market really focus on big data business or the future in the era of big data companies have the advantage, from the following three levels of mining: The first level is around the big data management and maintenance itself, mainly some hardware manufacturers , Such as DNT technology, silver letter science and technology; the second level is the analysis and processing of big data, such as the recent extension by the secondary market dorset; the highest level is based on big data application development, which is The highest level of the largest data applications, such as the domestic branch of the long speech recognition of IFT. Among these three levels, the higher the level, the larger the future, but at the same time the longer it takes to wait for an outbreak, while the lowest level manages and maintains related stocks. Although the company with the top growth space is smaller, But it can be the fastest benefit, the concept into real profits.

Market participation enthusiasm

From the market performance point of view, all levels of the company's current market harvest quite good. DNT Technology and Silver Letter Technology both rose by more than 30% from the beginning of May, while Dotcom rose more than 50%. ISTF's performance was relatively weaker, but it hit a record high.

Concerned about the market, DNT Technology, Bank of Communications Technology and Dowels due to business with the concept of big data more directly related, was significantly higher than the top level of the iFLYTEK. Recent Billboard shows, DNT Tech in May list 10 times, silver letter technology 6 times on the list, Dowers 4 times on the list, IFT has never been into the list. Data show, DNT Technology and Silver letter technology trading seats are brokerage business department, there are institutions in Dalt seats haunted, of which 22 institutions bought nearly 50 million yuan. As the underlying big data management and maintenance layer growth space is small, so although DNT Technology and Silver letter technology valuation is much lower than Dowel, also did not get the favor of institutions, and located in the top of the Board of China University of Science and Technology, although the growth of a huge space , But more than 100 times the valuation is unattainable, institutions will not buy more now naturally, and the practice of hot money has always been to find and the concept of the most direct target, choose DNT Technology and Silver letter technology is also expected in. The bottom of the stock due to the recent speculative funds, the price has been more expensive, the top of the high-growth high-risk IDF, want to play is also difficult, the middle layer of the Dowers may be involved in the concept of big data now a more secure select.