Let’s use the mobile Internet as an analogy
Posted: Tue Feb 11, 2025 5:52 am
It was specifically mentioned that the scope of the "two new" work will be expanded, and the scope of support for equipment updates will be expanded to include electronic information, safe production, facility agriculture and other fields. Subsidies for the purchase of new digital products such as mobile phones will be implemented, and subsidies will be provided to individual consumers who purchase three types of digital products, including mobile phones, tablets, and smart watches and bracelets. Last year, the scale was about 300 billion yuan, which drove sales of more than 900 billion yuan (automobiles + home appliances). This year's situation is worth looking forward to.
AI applications are a trillion-dollar potential market, and the capital market has been eagerly awaiting a detonation point like the iPhone 4 in the smartphone era.
This year's CES 2025 may have provided such a tipping point. In China, with the nurse data support of consumption policies, the commercialization wave of AI applications is approaching step by step.
As AI applications get closer to commercialization, investment opportunities will become more diversified.
Unlike the past two years when AI chips occupied the absolute C position, in the future we will see more resonance in the upstream, midstream and downstream of AI.
Why do I say so?
After the commercialization of mobile Internet, various applications were immediately commercialized, including taxi-hailing, group buying, mobile games, mobile payments, etc., one after another, each bigger than the last.
The entire mobile Internet industry chain can get a piece of the pie.
The upstream chips include Qualcomm, TSMC, and AMD; the midstream software systems include IOS and Android; the downstream smartphone manufacturers, supporting manufacturers, and various APPs, their performance and stock prices have been rising for many years.
AI basically also follows this industrial development rhythm, and the entire upstream, midstream and downstream of the industrial chain will promote each other.
AI applications are a trillion-dollar potential market, and the capital market has been eagerly awaiting a detonation point like the iPhone 4 in the smartphone era.
This year's CES 2025 may have provided such a tipping point. In China, with the nurse data support of consumption policies, the commercialization wave of AI applications is approaching step by step.
As AI applications get closer to commercialization, investment opportunities will become more diversified.
Unlike the past two years when AI chips occupied the absolute C position, in the future we will see more resonance in the upstream, midstream and downstream of AI.
Why do I say so?
After the commercialization of mobile Internet, various applications were immediately commercialized, including taxi-hailing, group buying, mobile games, mobile payments, etc., one after another, each bigger than the last.
The entire mobile Internet industry chain can get a piece of the pie.
The upstream chips include Qualcomm, TSMC, and AMD; the midstream software systems include IOS and Android; the downstream smartphone manufacturers, supporting manufacturers, and various APPs, their performance and stock prices have been rising for many years.
AI basically also follows this industrial development rhythm, and the entire upstream, midstream and downstream of the industrial chain will promote each other.