Computer industry mid-term strategy for 2016: focus on voice interaction, driverless cars, and blockchain

The investment strategy of the computer industry in mid-2016 is "innovation drives the future" : the computer industry is always the vanguard of scientific and technological innovation . Under the current background of China's economic structural adjustment , the emerging economy represented by the computer industry shoulders the heavy responsibility of the success of economic transformation . Only companies based on innovation can be favored by investors in the capital market and have a long-term foundation.

Voice interaction : In 2016 , whether it was the Internet giants' novel voice interaction products , Apple 's shift in business focus around Siri , or the Internet queen's expectations for the future prospects of voice interaction , all pushed voice interaction to the forefront . In the future , in addition to changes in the way we live and work , voice interaction will become an indispensable new computing platform.

Unmanned driving : As the Internet of Things and artificial intelligence technologies continue to make new breakthroughs around the world , and positioning and navigation technologies continue to become more precise and real-time , unmanned driving has the support of a large number of high-tech technologies in the IT field . Unmanned driving not only conforms to the general trend of the development of the world's automobile industry , but is also a powerful tool for China's automobile industry to shift to the middle and high ends of the industrial chain.

Blockchain : Blockchain technology is most likely to be launched first in the financial system , and companies focusing on financial IT solutions will benefit first . The tamper-proof nature of blockchain technology can also improve the security of credit card transactions in the future . Its most disruptive significance lies in its application in the payment field.

Investment advice : In the field of voice interaction, it is recommended to pay attention to Jiangnan Chemical (002226). The company holds 12.6% of Beijing Lightyear , which is committed to semantic understanding and cognitive computing of deep learning of artificial intelligence , and provides artificial intelligence interactive products to third parties . Turing Robot has provided services to more than 130,000 customers , with a cumulative response request volume of 130 billion times , and is currently the most intelligent artificial intelligence robot in the Chinese context. In the field of unmanned driving, it is recommended to pay attention to NavInfo (002405). The company is a provider of digital map content, Internet of Vehicles, location-based big data and mobile Internet application services . It has made in - depth layouts in product lines such as intelligent vehicle operating systems, hybrid navigation engines, and mobile vehicle networking solutions. Combined with cloud-based massive data processing services , it provides a complete Internet of Vehicles solution with independent intellectual property rights for the vehicle field.