The 11th Summer Davos will be held in Dalian from June 26 to 28. It is learnt that the theme of the forum is “Achieving inclusive growth in the Fourth Industrial Revolution” and the topics will cover “Belt and Road” initiatives, new energy, technology and innovation as well as entrepreneurship. It will also discuss digital consumption, artificial intelligence, UAVs, self-driving and other hot topics. Analysts indicated that the forum will focus on the Fourth Industrial Revolution and artificial intelligence will attract more attention this week.
As a matter of fact, China has proposed to promote the development of emerging industries and artificial intelligence has seen rapid development in recent years. On the one hand, Baidu, Alibaba, Tencent and other domestic behemoths have been shifting to artificial intelligence and have achieved results in recent years. On the other hand, some industrial leaders are seeking new development models through the integration with technologies on artificial intelligence. As artificial intelligence was mentioned in the government work report for the first time, institutes believe that it will see huge development this year. China International Capital Corporation Limited (CICC) even indicated that artificial intelligence will bring revolutionary changes to many industries and will lead the development of the technology industry in China in the following decade.
For investment opportunities, institutes recommend industries with artificial intelligence technologies. TF Securities indicated that artificial intelligence technologies will contribute more to the revenue of companies after conducting industrialization. It will be the biggest contributor to the performance growth of enterprises in a fairly long term.
Based on the recent surveys of the Securities Daily on institutes, they are rosy about “artificial intelligence plus security defense”, “artificial intelligence plus medical care” and “artificial intelligence plus finance”.
Specifically, in the “artificial intelligence plus security defense” sector, Orient Securities is rosy about the changes in intelligent security. With the construction of safe cities, the demand for intelligent security will surge. As for individual stocks, industrial leaders will see higher growth with medium and small manufacturers exiting from the competition. Suzhou Keda Technology Co., Ltd. (603660.SH) and Net Posa Technologies, Ltd. (300367.SZ) are recommended.
In the “artificial intelligence plus medical care” sector, Great Wall Securities indicated that the artificial intelligent diagnosis is more efficient and accurate than human doctors and the “Cognitive Computing plus Big Data plus Medical Care” enjoys a bright future. The marginal cost of AI products is reducing while their effectiveness has been significantly improved. With the aging population and the rising labor cost, the application of AI in medical diagnosis will speed up in the future. It is estimated that with the development of cognitive computing, the global intelligent medical care market will reach over 200 billion U.S. dollars in 2019. Investors are advised to pay attention to Neusoft Corporation (600718.SH), Wonders Information Co., Ltd. (300168.SZ), Inspur Electronic Information Industry Co., Ltd. (000977.SZ), Bringspring Science & Technology Co., Ltd. (300290.SZ), YLZ Information Technology Co., Ltd. (300096.SZ), Hangzhou Century Co., Ltd. (300078.SZ), Iflytek Co., Ltd. (002230.SZ), Guiyang Longmaster Information & Technology Co., Ltd. (300288.SZ), Zhejiang Dian Diagnostics Co., Ltd. (300244.SZ), Guangdong Biolight Meditech Co., Ltd. (300246.SZ), Guangdong Transtek Medical Electronics Co., Ltd. (300562.SZ), Digital China Group Co., Ltd. (000034.SZ) and Searainbow Holding Corp. (000503.SZ).
In the “artificial intelligence plus finance” sector, Orient Securities indicated that the data advantage in the financial industry brings huge potential to artificial intelligence calculating. It is rosy about individual stocks conducting the development of financial data. Investors are advised to pay attention to Hithink RoyalFlush Information Network Co., Ltd. (300033.SZ) and Hundsun Technologies Inc. (600570.SZ).
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