What are the main areas of "big data"? What are the related stocks?

Recently, the concept of big data is becoming popular all over the world. From Wall Street to the domestic capital market, big data concept stocks continue to strengthen. On May 17, Tableau, a visual data analysis software provider, and Marketo, a big data marketing company, landed in US stocks, which led to crazy buying. As of the close of the day, Marketo's share price soared by 77.69%, and Tableau's share price also soared by 63.7 1%. The crazy speculation on the concept of "big data" by US stocks quickly spread to the A-share market. Since the beginning of this year, big data concept stocks have risen against the market with a cumulative increase of 47.8%. According to industry classification, "Big Data" mainly involves seven fields, including data processing and analysis, comprehensive processing, voice recognition, video recognition, business intelligence software, data center construction and maintenance, IT consulting and scheme implementation, and information security.

Related stocks

Data processing, analysis and comprehensive processing, one of the seven major areas involved in "Big Data", as well as related domestic A-share listed companies towers watson and Mayer Paco, have made eye-catching performances recently.

Speech recognition is one of the seven fields involved in "Big Data". Recently, five related stocks such as Iflytek, Dahua (002236), Huaping (300074), Zhongwei Electronics (300270) and Guoteng Electronics (300 10 1) have attracted market attention.

At present, there are five listed companies involved in the video identification industry in the domestic A-share market, namely Hikvision (0024 15), Dahua, Huaping, Zhongwei Electronics and Guoteng Electronics. These five stocks have performed well this year, namely Dahua (74.34%), Huaping (60.34%), Guoteng Electronics (25.49%), Hikvision (22.47%) and Zhongwei Electronics (15.60%).

At present, the listed companies involved in the production of business intelligence software in the A-share market mainly include Join-Cheer Software (002279), UFIDA Software (600588) and Oriental Guo Xin (300 166).

For domestic enterprises, they can't compete with global IT giants in large-scale equipment and basic software. However, in many sub-sectors such as application software and IT services, domestic enterprises have accumulated customer base, industry and project experience, and are expected to gain growth assistance through the rise of big data.

IT is worth mentioning that Hande Information is a leading IT consulting enterprise in China and has been committed to providing high-end ERP implementation services for enterprises for many years.

Three-point technology, seven-point data, those who get data get the world. With the rapid growth of data scale in the future, the construction and maintenance of data center is essential. At present, the companies involved in the construction and maintenance of data centers in A-shares are Tianji Technology (300245), Yinxin Technology (30023 1) and Rongzhilian (002642).

At present, A-share stocks involved in the field of information security are: Visteon (002268), Tongyou Technology (300302) and Meiya Encyclopedia.