Technology Sector 02 (Jun 16 - Dec 19)

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

Postby winston » Thu Jan 03, 2019 9:22 pm

Alibaba outlines 10 technology trends for 2019

1. Real-time urban simulation to become possible
2. Speech AI in certain areas to pass Turing Test
3. Specialized AI chips on the rise
4. Super-large graph neural networks (GNNs) to equip machines with “common sense”
5. Computing architecture to be restructured
6. 5G networks to enable new applications
7. Digital identity to become our second ID card
8. Development in autonomous driving to be more prudent
9. Commercial application of blockchain to gain speed
10. Data-protection technologies to thrive


Source: ECNS

http://www.ecns.cn/news/cns-wire/2019-0 ... 3390979622
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Re: Technology Sector 02 (Jun 16 - Dec 19)

Postby winston » Sat Jan 05, 2019 8:24 am

The Technology That Will Define 2019

A major iPhone shakeup, 5G, and even more bitcoin are on the horizon

by Lance Ulanoff

1. Cryptocurrency
2. “Screen Time” Services
3. Cyberwarfare
4. Regulation
5. Electric Self-Driving Cars
6. Apple’s Mobile Lead Shrinks
7. 5G
8. Robots
9. Facial Recognition and Manipulation
10. AR, Not VR


Source: Medium

https://medium.com/s/the-upgrade/the-te ... c041e98532
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Re: Technology Sector 02 (Jun 16 - Dec 19)

Postby winston » Sun Jan 06, 2019 6:05 pm

CES 2019: 6 trends we expect from tech’s biggest convention

by JP Mangalindan

1. 5G gets real (sort of)
2. Folding phones
3. TVs push 8K
4. Google Assistant vs. Amazon Alexa (again)
5. A slew of automotive updates
6. Gaming


Source: Yahoo Finance

https://finance.yahoo.com/news/ces-2019 ... 08502.html
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