For many fruit powders, the iPhone6S released not long ago has excited him. In the capital market, listed companies that have been included in the Apple supply chain have also been popular. However, in the case of the national smartphone, the general manager of the Essence Securities Research Center, Zhao Xiaoguang, who has won the Best Analyst Award for New Fortune, has bluntly stated that the big wave of smartphones is over. Then, who is the best investment direction in Zhao Xiaoguang's heart, he gives the answer in his heart.
The best three directions in the future
"The big wave of the entire smartphone is over." Zhao Xiaoguang, a guest speaker at the 2015 China Listed Companies Industry Growth Forum, hosted by the “Daily Economic News†held on November 7th, immediately cited the judgment of the smartphone industry. The guest was exclaimed.
As everyone knows, Zhao Xiaoguang, who has long tracked the electronics industry, has repeatedly won the best analysts of the new wealth, including the successful mining of investment themes such as the Apple industry chain, which has allowed him to establish his position in the industry.
Zhao Xiaoguang said that it is a relatively important time to discuss the future of the technology industry in the future. This time comes from two backgrounds. One of them is that the big wave of smartphones is over. So far, 80% of the world's people use smartphones. From the perspective of the entire electronics industry, there are three most effective criteria. First, the industry is from 0 to 1, and the downstream space is large. It is a product that improves social efficiency and enhances consumer demand. Second, the industry turning point begins to appear, even if it has not yet become scaled ( In the third quarter of 2013, Tesla's purchases from suppliers increased by 300% in the second quarter, followed by new energy vehicles in November, but it was also the focus of the market. Third, the stock price has not yet started, did not reflect expectations, and the allocation risk is low.
There is a common view in the electronics industry that electronic consumption is about five years, such as desktops from 1994 to 1999, feature phones from 1999 to 2004, LCD TVs and laptops from 2004 to 2009, and now Smartphone. So after the smart phone, who is Zhao Xiaoguang's best investment direction?
Virtual reality, automotive electronics and military electronics, Zhao Xiaoguang gave his own answer, because they are having enough space, from scratch; start-up time is around; market expectations are not enough.
Industry Dragon Hair Virtual Reality
“You can let you cross the distance between time and space anytime, anywhere, and communicate with your teacher and your doctor remotely. For example, if you are here, you can have a remote video communication with a very famous doctor in the United States.†In this summit forum On the top, Zhao Xiaoguang described such a scene to the reporter of "Daily Economic News". Among the three optimistic investment directions, he described the most is virtual reality. In the process of telling, he looked like a whole person. "There will be a big release next year, but it's not released in the cinema, but in the helmet, and we only need to spend a few dollars to see it."
The upcoming 2016 will be the first year of virtual reality. This is a common view of many industries. Whether it is the limelight of Apple, Google, Facebook, or Nokia that has been eliminated, after the smart phone, they are vigorously entering the virtual reality field.
Another key to the explosion of virtual reality is that technology will break through space and even time constraints, connect people and people, and have social functions, which is one of the most important reasons for the success of smartphones.
So, in the theme of virtual reality, what kind of investment is Zhao Xiaoguang most optimistic about? The first is the huge performance flexibility of leading companies. Zhao Xiaoguang predicts that in 2016, only the high-end virtual reality helmet HMD sales will reach at least 4 million to 5 million units, corresponding to more than one billion dollars market. It is the first to promote Gore Acoustics and Quanzhi Technology, focusing on storm technology, Tianyin Holdings and contact interactions of existing VR layouts. In addition, based on the scarcity of VR development paths and technologies, the focus is on optical and camera related companies. Optical Enterprise Crystal Optoelectronics, Lida Optoelectronics, camera related companies Dahua shares, Jinlong Electromechanical and so on.
In addition, Zhao Xiaoguang said that Chinese entrepreneurs are at the forefront of innovation, and a number of listed companies with transformational transformations will also cut into the industrial chain, or directly acquire startups to achieve asset securitization, copying previous mobile games, film and television media, and the Internet. course.
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