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1、計(jì)算機(jī)行業(yè)2018年投資策略目錄投資聚焦..............................................................................................................................1有別于同行的觀點(diǎn)................................................................................................................1投資建議.....................
2、.........................................................................................................1板塊回顧：整體收入增長(zhǎng)穩(wěn)定，盈利增速持續(xù)提升.............................................................1工信部行業(yè)運(yùn)行數(shù)據(jù)分析：整體增長(zhǎng)逐步趨緩....................................................................1智能變革大勢(shì)前瞻：“云”端智
3、能巨頭稱霸，終“端”智能全民武裝.................................4云上智能巨頭稱霸，線上“軟”革命如火如荼....................................................................4終端智能技術(shù)層強(qiáng)力支撐，線下“硬”革命星火燎原.........................................................6算力升級(jí)聚焦：“云”“端”協(xié)同并進(jìn)加速升級(jí)，共同賦能智能時(shí)代...................................8終端：專用化芯
4、片終結(jié)算力短板，新交互模式開啟場(chǎng)景新篇............................................10AI硬件滲透率聚焦：智能硬件迎生態(tài)助力，應(yīng)用商業(yè)化提速有望破冰..............................11低滲透硬件生態(tài)助力破冰，通用性提速鏈接擴(kuò)展可能........................................................11高滲透硬件場(chǎng)景應(yīng)用再突破，交互全面升級(jí).................................................................
5、.....14看好的方向聚焦：滲透曲線拐點(diǎn)下的應(yīng)用爆發(fā)..................................................................17智能安防：硬件成熟應(yīng)用發(fā)力，身份識(shí)別數(shù)百億藍(lán)海市場(chǎng)可期.........................................17智能工廠：云化滲透帶動(dòng)工業(yè)4.0落地，中國(guó)制造2025加速來臨...................................18智能醫(yī)療：IoT全方位助力醫(yī)療信息化升級(jí)，政策助力行業(yè)變革...............................
6、.......21智能出行將成新趨勢(shì)，智能駕駛艙成新增長(zhǎng)點(diǎn)..................................................................24LegalTech為律師提效，拓展長(zhǎng)尾客戶.............................................................................25風(fēng)險(xiǎn)因素............................................................................................
7、................................28投資策略............................................................................................................................28行業(yè)估值與評(píng)級(jí)：AI主題與內(nèi)生增長(zhǎng)預(yù)期向好，維持“強(qiáng)于大市”評(píng)級(jí)..........................28重點(diǎn)公司推薦............
