Technology Sector 02 (Jun 16 - Dec 18)

Re: Technology Sector 02 (Jun 16 - Dec 18)

Postby winston » Wed Dec 27, 2017 11:22 am

This is Quite Possibly The “Trade of the Decade”

by Louis Basenese

Tech Mega Trend #1 — Rise of the Machines: The Biggest Tech Revolution of the 21st Century

In 2016, venture capital firms poured $1.95 billion into robotics-related startups — up a staggering 50% from the prior year. More staggering still, over the next decade, worldwide spending on robotics is set to more than double from $26.9 billion to $66.9 billion.


Tech Mega Trend #2 — The Meteoric Rise of Electric Cars

Global electric vehicle (EV) sales currently account for less than 1% of total sales. But within 15 years, Morgan Stanley analysts predict that EV sales could eclipse gas-powered cars.


Tech Mega Trend #3 — Cybersecurity: The Undisputed “Trade of the Decade”

Worldwide cybersecurity spending totaled less than one-tenth of 1% of global gross domestic product (GDP) last year. In comparison, military spending as a percentage of GDP has routinely averaged close to 3–4% per year.

Yet cyberattacks are soaring by as much as 40% annually.

The total spending is set to eclipse $100 billion this year and continue growing by at an annual clip of about 10%.


Source: Wall Street Daily

http://dailytradealert.com/2017/12/26/q ... de-decade/
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Re: Technology Sector 02 (Jun 16 - Dec 18)

Postby winston » Thu Jan 11, 2018 5:54 pm

Here are the Jefferies top 10 internet predictions for 2018.

1. Alphabet Inc. (NASDAQ: GOOGL) will outperform Facebook Inc. (NASDAQ: FB) and Amazon.com Inc. (NASDAQ: AMZN).

2. Amazon breaks into digital advertising in a much bigger way in 2018. The analysts think worldwide advertising revenues jump a spectacular 50% and they grow to number three spot in the market.

3. Marketers continue the push to digital video, as advertising dollars close the gap to consumption, with Facebook and Google’s YouTube as the big winners.

4. Large cap internet stocks outperform small and mid-cap stocks.

5. Amazon Web Services moves up the stack into the application layer, thereby doubling its market opportunity.

6. The recent U.S. tax reform package could drive a 15% to 20% earning tailwind for Amazon and Intuit Inc. (NASDAQ: INTU).

7. Autonomous rides are on the way to a town near you soon. Waymo’s option value jumps for Google.

8. Video game digital and microtransaction tailwinds continue full speed ahead. Activision Blizzard Inc. (NASDAQ: ATVI) and Take-Two Interactive Software Inc. (NASDAQ: TTWO) outperform Electronic Arts Inc. (NASDAQ: EA) in 2018.

9) While Priceline Group Inc. (NASDAQ: PCLN) and Expedia Inc. (NASDAQ: EXPE) continue to dominate online travel, Google Travel starts to make inroads.

10) Match Group Inc. (NASDAQ: MTCH) continues to do well and is a top mid-cap company to Buy at Jefferies. The analysis notes the massive 40% short interest, which Jefferies feels gets washed out as new monetization opportunities arise.

Source: 24/7 Wall Street
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Re: Technology Sector 02 (Jun 16 - Dec 18)

Postby winston » Fri Aug 10, 2018 7:41 am

China tech stocks rip higher after Beijing revamps national technology leadership group

“The main duties are:-
1. To study the strategies for the country’s technology development strategies and major policies;
2. To discuss major technology projects and
3. To coordinate between the State Council and various departments on major technology issues”.

China’s internet content subscription would reach 829 billion yuan (US$121 billion) by 2022 from current levels of 444 billion yuan.




Source: SCMP

https://www.scmp.com/business/money/sto ... ng-revamps
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