[color=rgb(0.000000%, 20.000000%, 40.000000%)][size=16.000000pt]目录
[color=rgb(0.000000%, 20.000000%, 40.000000%)][size=10.000000pt]机遇:“数据”[size=10.000000pt]+[color=rgb(0.000000%, 20.000000%, 40.000000%)][size=10.000000pt]“人工智能”将成未来科技投资主线[size=10.000000pt]......................................................... 1[color=rgb(0.000000%, 20.000000%, 40.000000%)][size=10.000000pt]数据主义:数据将主导个人、企业、国家决策[size=10.000000pt].................................................................... 3[color=rgb(0.000000%, 20.000000%, 40.000000%)][size=10.000000pt]数据产业链:从“数据主义”到“人工智能”[size=10.000000pt].................................................................... 5[color=rgb(0.000000%, 20.000000%, 40.000000%)][size=10.000000pt]数据源:从“互联网”到“物联网” [size=10.000000pt].................................................................................. 6[color=rgb(0.000000%, 20.000000%, 40.000000%)][size=10.000000pt]互联网和移动互联网:增量放缓,龙头整合[size=10.000000pt]........................................................................ 6[color=rgb(0.000000%, 20.000000%, 40.000000%)][size=10.000000pt]物联网:高速增长,百花齐放 [size=10.000000pt]........................................................................................... 10[color=rgb(0.000000%, 20.000000%, 40.000000%)][size=10.000000pt]感知层:[size=10.000000pt]MCU [color=rgb(0.000000%, 20.000000%, 40.000000%)][size=10.000000pt]控制核心,[size=10.000000pt]RFID/MEMS [color=rgb(0.000000%, 20.000000%, 40.000000%)][size=10.000000pt]标识传感 [size=10.000000pt]............................................................. 12[color=rgb(0.000000%, 20.000000%, 40.000000%)][size=10.000000pt]网络层:[size=10.000000pt]5G [color=rgb(0.000000%, 20.000000%, 40.000000%)][size=10.000000pt]标准快速推进,[size=10.000000pt]NB-IoT [color=rgb(0.000000%, 20.000000%, 40.000000%)][size=10.000000pt]拔得头筹 [size=10.000000pt].................................................................. 19[color=rgb(0.000000%, 20.000000%, 40.000000%)][size=10.000000pt]应用层:巨头抢滩 [size=10.000000pt]CMP[color=rgb(0.000000%, 20.000000%, 40.000000%)][size=10.000000pt],应用落地 [size=10.000000pt]AEP .......................................................................... 22[color=rgb(0.000000%, 20.000000%, 40.000000%)][size=10.000000pt]数据存储和云服务:从“存储介质”、“数据中心”到“云” [size=10.000000pt]............................................ 25[color=rgb(0.000000%, 20.000000%, 40.000000%)][size=10.000000pt]存储介质:[size=10.000000pt]DRAM [color=rgb(0.000000%, 20.000000%, 40.000000%)][size=10.000000pt]和 [size=10.000000pt]NAND Flash [color=rgb(0.000000%, 20.000000%, 40.000000%)][size=10.000000pt]为主要增长点[size=10.000000pt].............................................................. 25[color=rgb(0.000000%, 20.000000%, 40.000000%)][size=10.000000pt]数据中心:建设步伐加快,芯片[size=10.000000pt]/[color=rgb(0.000000%, 20.000000%, 40.000000%)][size=10.000000pt]运营值得关注 [size=10.000000pt]................................................................. 30[color=rgb(0.000000%, 20.000000%, 40.000000%)][size=10.000000pt]云存储:全球 [size=10.000000pt]AWS [color=rgb(0.000000%, 20.000000%, 40.000000%)][size=10.000000pt]领跑,国内阿里云独大[size=10.000000pt]....................................................................... 34[color=rgb(0.000000%, 20.000000%, 40.000000%)][size=10.000000pt]数据分析挖掘:从“语音识别[size=10.000000pt]/[color=rgb(0.000000%, 20.000000%, 40.000000%)][size=10.000000pt]图像识别”到“大数据” [size=10.000000pt].................................................. 39[color=rgb(0.000000%, 20.000000%, 40.000000%)][size=10.000000pt]专业数据服务:语音[size=10.000000pt]/[color=rgb(0.000000%, 20.000000%, 40.000000%)][size=10.000000pt]图像识别迎来商用变现[size=10.000000pt]..................................................................... 39[color=rgb(0.000000%, 20.000000%, 40.000000%)][size=10.000000pt]语音识别:应用加速落地,龙头具有先发优势 [size=10.000000pt].................................................................. 39[color=rgb(0.000000%, 20.000000%, 40.000000%)][size=10.000000pt]图像识别:技术已然成熟,市场早期探索 [size=10.000000pt]......................................................................... 42[color=rgb(0.000000%, 20.000000%, 40.000000%)][size=10.000000pt]综合数据服务:市场规模可观,新兴企业崛起 [size=10.000000pt].................................................................. 45[color=rgb(0.000000%, 20.000000%, 40.000000%)][size=10.000000pt]人工智能:“数据革命”终极方向,金融[size=10.000000pt]/[color=rgb(0.000000%, 20.000000%, 40.000000%)][size=10.000000pt]汽车最快落地 [size=10.000000pt].................................................... 49[color=rgb(0.000000%, 20.000000%, 40.000000%)][size=10.000000pt]金融科技([size=10.000000pt]FinTech[color=rgb(0.000000%, 20.000000%, 40.000000%)][size=10.000000pt]):[size=10.000000pt]AI [color=rgb(0.000000%, 20.000000%, 40.000000%)][size=10.000000pt]注入活力,引领行业发展新方向 [size=10.000000pt]............................................... 51[color=rgb(0.000000%, 20.000000%, 40.000000%)][size=10.000000pt]无人驾驶:[size=10.000000pt]AI [color=rgb(0.000000%, 20.000000%, 40.000000%)][size=10.000000pt]成为汽车大脑,无人驾驶未来已来[size=10.000000pt].............................................................. 54[color=rgb(0.000000%, 20.000000%, 40.000000%)][size=10.000000pt]智能安防:聚焦智能海量数据,[size=10.000000pt]AI [color=rgb(0.000000%, 20.000000%, 40.000000%)][size=10.000000pt]提升分析能力[size=10.000000pt].............................................................. 58[color=rgb(0.000000%, 20.000000%, 40.000000%)][size=10.000000pt]风险因素 [size=10.000000pt]............................................................................................................................ 59[color=rgb(0.000000%, 20.000000%, 40.000000%)][size=10.000000pt]投资机会和公司介绍[size=10.000000pt].......................................................................................................... 59


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