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Saturday, 01/01/2022 7:27:37 AM

Saturday, January 01, 2022 7:27:37 AM

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Inventory of the 3 major trends of technology investment in 2022, Metaverse, cloud computing and artificial intelligence.

source
https://inf.news/en/economy/04cc597e48b563c48e72685dedc350a9.html

2021-12-30 18:23 HKT

U.S. stocks fluctuated at the end of the year, and some technology stocks fell. The market turbulence may continue until 2022. However, short-term fluctuations do not change long-term trends, especially in technology investment. Stock picking is picking industries, and high-growth industries can often give birth to more big bull stocks.

Looking forward to 2022, the three stocks of Microsoft, Snowflake and WiMi Hologram will be involved in the three major trends of technology investment:
- cloud computing,
- data analysis and
- Metaverse.


Cloud Computing: Microsoft (MSFT.US)
In the era of telecommuting, company operations are widely distributed in different countries, and cloud computing has become an indispensable data processing infrastructure. By 2026, the cloud computing market is expected to more than double to $947 billion. In sharp contrast, the cloud service market is controlled by a few technology giants, one of which is Microsoft.

Among Microsoft's three business sectors, cloud computing may have the least knowledge of people, but the volume is the largest, accounting for more than 37% of the company's total revenue in the first quarter of fiscal year 2022, and the growth rate is much higher than the company as a whole income. During the 2019-2021 fiscal year, the compound annual growth rate of Microsoft's cloud business revenue was 24%, and the total revenue growth rate during the same period was only 15%.

The driving force of Microsoft's cloud business is Azure. The platform provides more than 200 different products and services, and some also rely on high-end technologies such as artificial intelligence (AI) and machine learning. These technologies can be used to analyze voice and pictures, and even use data to make predictions. However, Azure also faces high-demand services such as application development, security, and the Internet of Things (IoT).

Data analysis: Snowflake (SNOW.US)
Ninety percent of the world's data has been created in the past two years, and the amount of data is expected to double in two years. The rapid growth of data has brought huge demand for data analysis and processing, so data management companies such as Snowflake Inc. have emerged.

Snowflake provides on-demand data warehouse services. Customers do not charge for storing data, but only charge for querying and accessing data. Therefore, it has attracted a large number of customers. The number of customers in the company's third quarter increased by 52% year-on-year to 5,416. However, the company's real potential lies in data analysis. The greater the amount of data, the greater the need for client companies to analyze data. This business model has also been financially successful. The number of Snowflake customers who spent more than $1 million in the third quarter increased by 128% year-on-year to 148. In addition, customers who spent $100 a year ago now spend an average of $173.

The company expects the market size to reach $90 billion, so the sales and marketing expenses in the third quarter, as well as R&D expenses as high as $306 million, directly led to a loss of $155 million in the quarter, accounting for approximately 46% of revenue. Although huge losses, but in exchange for market share and new products.

Meta Universe: WiMi Hologram (WIMI.US)
Every technological iteration and innovation will mean a new opportunity, a new challenge, and a new beginning at the same time. With the help of "Meta Universe" energy, the global technology market is ushering in a feast of capital. Morgan Stanley believes that the market size of Meta Universe will reach 8 trillion U.S. dollars. Holography is an active participant in this Internet revolution.

WiMi Hologram holds a number of key patents and holographic content of the Metaverse in the fields of Metaverse, Augmented Reality and Virtual Reality. The current investments include Cloud View Research, Wuxi Sandiren Culture, Simaiyun, Yunfan VR, Shenghuo Technology, Zhida Culture and many other holographic industry companies, in order to open up the holographic upstream and downstream platforms and build a complete Metaverse industry with expansion potential chain. And rapidly develop 3D, AI, and AR technologies, make every effort to build an AR+AI vision platform, and continue to build a fully immersive digital community.

With the continuous improvement of the virtual reality industry policy and continuous promotion of technological innovation and application innovation, the virtual reality industry is one of the key industries of the future digital economy. The virtual reality industry promotes 3D graphics generation, dynamic environment modeling, real-time motion capture, fast rendering processing, etc. Technological innovation. Meta Universe needs AR/VR, cloud computing, AI, 5G and other advanced technology assistance. WiMi Hologram has a certain technical foundation to enter Meta Universe in the professional field. From another perspective, the essence is that WiMi Hologram raises the ceiling of its own development. Further deepen the action in the field of holography.
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