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Jingdong book

智慧中国：IT产业投资路线图

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Jingdong book

智慧中国：IT产业投资路线图

Name: 智慧中国：IT产业投资路线图
Brand: Jingdong book
SKU: 3110006881
Price: 43.80 USD
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《智慧中国：IT产业投资路线图》这本书讲述了2008年全球金融危机爆发以后，IT业巨头IBM首席执行官彭明盛提出了 “智慧地球”的概念，为全球经济结构的调整，叩响了发令枪。中国经济结构与产业转型迫在眉睫，为了顺应这一历史发展机遇，无论中国经济决策高层，还是各地方政府都纷纷以发展战略性新兴产业作为经济结构调整和地方经济发展战略。“智慧城市”概念已经深入人心。医疗信息化、铁路信息化、安防视频监控、移动支付、智能交通、智能建筑、管理软件、智能终端八大领域的信息化正如中国古代传说中周穆王所驾的八匹骏马，正以万马奔腾之势，在“宽带中国”这条信息高速公路上狂奔。《智慧中国——中国IT产业投资路线图》作者尹沿技作为《新财富》最佳分析师，以宏观的视野，立足行业发展的中观层面，为您挖掘IT产业中的最佳投资机会。无论您是从事风险投资，还是IT行业实业投资；无论您是证券行业研究人员，还是证券市场的股票投资者，都会从《智慧中国 ——中国IT产业投资路线图》一书中获益良多。

Catalogue

前言
第一章数字时代的政策红利
第一节经济结构调整扬鞭，IT产业策马奋蹄
第二节政策红利层出不穷
第三节信息化应用“钱”途远大

第二章腾“云”驾“物”，“智”“地”有声
第一节物联网：迈向泛在的网络社会
第二节云计算：传统IT行业的颠覆者
第三节地理信息系统：掌握空间的金钥匙
第四节 “智慧城市”：城镇化另类崛起

第三章信息化“八骏”风起云涌
第一节医疗信息化
第二节铁路信息化
第三节安防视屏监控
第四节移动支付
第五节智能交通
第六节智能建筑
第七节管理软件
第八节智能电视

第四章 “宽带中国”：开启中国信息化高速公路
第一节 “宽带中国”开启新一代信息技术的新航程
第二节 “宽带中国”照亮光通信持续景气之路
第三节 “宽带中国”搭建智能应用平台
第四节下一代互联网推动“三网融合”应用发展

第五章产业王者：谁领风骚
第一节软件服务业新视角
第二节 B2“C”：成就王者之路
后记

Introduction

我们的时代正处于信息化的第三次浪潮中，泛在的网络社会使得世界日趋扁平，信息化正深刻地改变和影响着人类社会。改造传统产业、引领智能生活，信息化无所不在，信息技术等战略性新兴产业正成为投资热点。
当前中国经济面临的最主要问题，是如何解决短期保增长和长期调结构的矛盾。依赖投资拉动、货币超发所描绘的中国经济发展蓝图已经显露出种种后遗症，经济结构转型迫在眉睫！大力发展以新一代信息技术为代表的战略性新兴产业是必由之路径。在第三次浪潮所带来的信息化大发展中，美国众多高科技公司无疑成为时代的弄潮儿。IBM、微软、亚马逊、谷歌、苹果成为每一时代的领军企业，引领着技术与盈利模式的创新。对比中美资本市场，在美国前十大市值公司里，IT公司占据5席；反观中国A股市场，前十大市值公司均为金融与采掘业企业；美国上市公司市值贡献中，科技股比重超过20％；而在中国资本市场，这一比重不到6％。这一巨大差距，或许正是中国经济调结构的方向！我们相信，中国未来IT产业的发展前景无限光明。作为在资本市场长期从事信息技术研究的从业人员，我们对行业研究抱有极大热诚，对中国IT产业充满信心。这正是出版《智慧中国——中国 IT产业投资路线图》的初衷和动力。我们希望能通过自己的不懈努力，让更多的投资者关注这一中国未来最具发展潜力的新兴行业，投身到第三次浪潮之中。
需要说明的是，由于统计口径等历史原因，我们在本书中重点阐述的是以软件服务业为代表的IT产业，而这一概念的范畴涵盖各大行业信息化，正是未来中国经济发展的希望所在。我们欣喜地发现，信息化已在中国的各行各业全面开花，信息化肩负起了改造和带动传统产业的重任，信息化与工业化的融合仍在持续深入进行，而信息化与城镇化的融合又呈现出了加速的趋势。我们对过去多年的研究成果进行系统总结，分析了IT产业发展内在驱动与外在推动因素，把新兴的物联网、云计算、智慧城市、地理信息等技术趋势系统地呈现在您眼前。此外，我们选取了医疗、铁路、安防视频监控、移动支付、交通、建筑、管理软件、智能终端等八大领域的信息化应用进行分析，为读者展示了当前重点信息化应用的全貌。这八大领域不仅是信息化应用的重点，也是我们未来最为看好并且市场潜力最大的几个方面。正如中国古代传说中周穆王所驾的八匹骏马，我们认为这几大信息化应用领域正以万马奔腾之势，呈现出加速增长的态势。最后，我们对IT企业的发展趋势也提出了一些前瞻性的观点。
从长期看，我们的观点终将被市场证实或是证伪，市场以不同的视角和方式做出不同的选择。我们认为，这就是所谓在各个方向上进行自由选择和探索的伟大尝试。而本书的出版，也是资本市场行业研究的一种尝试。本书总结了我过去多年IT行业研究的经验得失，希望能借此与更多的投资者分享。无论您是从事VC、PE等实业投资，还是二级市场股票投资，我们希望本书能为您提供一个研究IT产业的方法论的指引或启发，能让您对IT产业有一个直观而全面的概览。我们始终对市场怀有敬畏之情，也在不断地犯错和试错中前行，因此，本书中的错误甚至谬误可能在所难免，也希望得到您的批评和指正。正如凯恩斯所说：“战胜时间和消除我们对未来的无知所需要的智慧，要超过起跑在枪响之前所需要的智慧。”在研究与投资的过程中，无知和不确定性如影随形。我们从不认为深度研究或者紧密跟踪，就能找到最好的投资标的或者投资的最好时刻。但这是我们可供倚赖的为数不多的次优的方法之一。因此，我们一直坚持这样的理念：深度了解我们研究的行业，坚持专注、坚持深入。愿本书能对您投资中国IT产业有所助益。

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