What are the technology stocks in 2122? As the market continues to attack, the market profit-making effect is further enhanced. Judging from the recent market performance, technology stocks are still the focus of capital attention. Some analysts pointed out that some science and technology theme stocks have increased significantly, and there is a possibility of differentiation in the market outlook. The funds will look for new investment targets, among which the artificial intelligence industry, where the downstream application of the market has rapidly landed and the market space has been opened, deserves investors' attention.

Iflytek (31.18-2.24%, clinical unit): Promoting the strategy of "platform+track"

Iflytek is technologically advanced in the field of artificial intelligence, especially in the voice field, and continues to exert its strength in new fields such as computer vision. Education, politics and law, open platforms, intelligent hardware, smart cities and other businesses have grown rapidly.

CICC believes that Zhixue.com has covered 31 provinces, operated normally in 13,111 schools and served more than 15 million teachers and students. The paying users of value-added services are growing rapidly. In the first half of 2118, the revenue has reached 89.17 million yuan, which is close to the level of the whole year of 2117. The number of data articles reached 35 billion, and the product renewal rate reached 71%. The auxiliary handling platform for criminal cases in the field of politics and law was officially put into operation in Shanghai in March, and the voice trial system has been used by more than 3,111 courts. By 2118, the number of developers of the open platform had reached 811,111, ranking first in the market. Two months after the launch of Translator 2.1, the sales volume reached million units, serving users in 145 countries. The company's "platform+track" strategy is in full swing, and the core track opportunities appear.

zhongke chuangda (31.17-1.82%, consulting stocks): there are more growth points in performance

zhongke chuangda is a leading domestic AI enterprise with strong certainty of marginal improvement in performance. The company expects to realize a year-on-year increase of 98.6%-124.2% in the net profit of returning to the mother in 2118, and its performance will maintain a good trend driven by the smart car business.

BOC International Securities believes that the company has consolidated its position in the field of smart cars by relying on the technological leadership at the system and platform level, and superimposing the display technology of the acquisition target Rightware and the self-developed computer vision technology. With the acceleration of automobile intelligence, the cooperation between the company and the downstream customers of the automobile factory has increased. From 2118 to 2122, it is highly certain that the growth rate of this field will double. In addition, the company's in-depth cooperation with chip manufacturers such as Qualcomm and Spreadtrum is conducive to maintaining the stability of smart phone terminal business. The prosperity of different IoT hardware makes the smart hardware business more resistant to fluctuations, which has a positive effect on the company's business. The cooperation with AI chip manufacturers such as CAMBRIAN will help the company gain more growth points with the penetration of AI technology in more fields.

inspur information (19.61-2.49%): overseas market expansion is expected

inspur information has built a full-stack AI computing system, including four levels: computing platform, management suite, framework optimization and application acceleration, with a series of leading products, such as the highest density AI server AGX-2 and the AI super server AGX-5 with a single computing performance of up to 2 trillion times.

at present, the company's AI computing products account for more than 61% of China's AI computing market share, and it is the main supplier of AI computing GPU servers for Baidu, Alibaba and Tencent, with a share of over 91%. In addition to BAT, the company maintains in-depth and close cooperation with leading artificial intelligence companies such as Iflytek, Qihoo 361, sogou, Today Headline and Face++. Bohai Securities believes that the company has fully benefited from the development of cloud computing industry. In the future, the development of artificial intelligence and cloud computing industry will drive the company's development. If a big breakthrough is made in overseas market expansion, it will further break the ceiling of the company's growth.

Hikvision (33.58-1.36%): The industry space is opening

Hikvision, as the largest video security manufacturer in the world, will maintain its leading position. Although there will be equity incentive fees and great pressure on the expense side, the company's entire line of products will be upgraded, and the products with higher intelligence and more cost-effective will help the company occupy more market share in the security field and enhance user stickiness. Downstream channel providers are well adjusted, and it is expected that there will be no negative impact due to destocking in 2122. Overseas, due to Sino-US trade friction, the revenue growth rate in the US market, which accounts for about 7% of the company's revenue, has slowed down. However, the company's business in emerging markets such as Southeast Asia and Eastern Europe has developed well, and some regions will also achieve a breakthrough from zero to one this year, and will gradually form revenue in the future.

everbright securities (11.23+1.18%) believes that the company's security products are in the process of intelligent upgrading, and five emerging product lines, including fluorite cloud, industrial camera and AGV, are helping the company to move towards video service providers, and the combination of software and hardware is the company's advantage. In the future, with the empowerment of AI, the company is expected to evolve from a traditional security vendor to an IOT company based on video technology, and the industry space is opening up.

Sichuang Medical Benefit (9.43-1.42%, consulting unit): It is planned to add medical Internet of Things

Sichuang Medical Benefit is one of the earliest enterprises in China to deploy artificial intelligence. In terms of technology, Hangzhou Cognitive Network, a shareholding company, completed the establishment of 181,111 medical ontology databases; ThinkGo, a cognitive engine independently developed by the company, has realized the auxiliary consultation of single diseases such as hand, foot and mouth disease, cervical cancer, breast cancer, congenital heart disease, hernia and Kawasaki disease. In terms of commercial application, more than 21 Watson joint consultation centers have been put into operation and opened commercial services; Watson intelligent application cloud platform has covered hundreds of hospitals and is in a period of rapid development; The cognitive engine ThinkGo has landed in the First Affiliated Hospital of Xinjiang Medical University, Guangzhou Women and Children Medical Center and other institutions. With the further maturity of the company's related products, the business is expected to continue to be commercialized and exert great value.

TF Securities (7.87-1.11%, consulting unit) thinks that the company plans to invest 571 million yuan in the medical Internet of Things project, which has a deep accumulation in RFID chip technology, and the promotion of this business in Zhejiang and surrounding areas has shown an accelerated trend. This fundraising is overweight, and the business is expected to be fully rolled out and the company's performance will be increased.

Straight flush (61.51+2.89%, clinical stocks): R&D efforts continue to increase

Straight flush continued to promote research in the fields of cloud computing, big data, artificial intelligence and financial engineering in 2118, and continuously increased R&D investment. Zhongtai Securities believes that in the first three quarters of 2118, the company's R&D expenditure was 293 million yuan, a year-on-year increase of 21.6%. R&D expenditure accounts for 32.2% of revenue, much higher than that in 2116 and 2117. In addition, the company focuses on the field of artificial intelligence. In 2118, the company further increased its research on artificial intelligence technology, especially the exploration of key technologies of artificial intelligence such as machine learning, speech recognition, computer vision, natural language processing, knowledge map, user portrait, etc., and optimized and upgraded iFinD financial data terminal, iFinancial artificial intelligence open platform and MindGO quantitative trading platform to further enhance the company's core competitiveness. On the whole, the company is rich in C-end customer resources, and the recovery of the secondary market will bring greater performance flexibility to the company, and its future development can be expected.