What do you think of the future trend of Internet technology stocks?

At first, it refers to the way that nodes decide the center in information technology, which corresponds to the concept of "centralization" in which the center decides nodes. Now it is mostly used in the Internet, which means that since the web2.0 era, users can participate in the generation of network content together, and they can freely choose the center of the stage. This weighted relatively equal, open and flat structural model. Decentralization does not mean not wanting the center, but getting rid of the absolute center and freely producing the centers of various relative stages.

For example, the most typical examples are UGC such as social media and blogs. With the popularity of the Internet, anyone can participate in social networks, generate their own content and voluntarily pay attention to some interesting topics or people. The take-away platform diverted the traffic from the school cafeteria, and carpooling software diverted the traffic from the bus system. These are all examples of decentralization. The center is no longer mandatory for users, and the decentralization of the Internet is a good idealistic state, but for the platform, it still needs to be put down a lot and there is still a long way to go.

Second, the long tail effect.

The root of the long tail effect is the emphasis on personalization, which means that a small amount of demand on the demand curve will form a bigger market than the popular market, if all the non-popular markets are added up. In other words, you have to earn a little money in a small market, but you must earn a lot of money.

In enterprises, driven by the pursuit of profit maximization, a large number of enterprises often participate in the Red Sea dispute but ignore the blue ocean market. With the development of internet technology, the cost of information communication has decreased, and the risk of paying attention to non-mainstream markets has been greatly reduced, which has also made many enterprises pay more and more attention to people's hobbies and needs. In many fields, the long tail effect is becoming more and more prominent.

For example, the long tail effect in the internet financial market makes financial practitioners pay attention to those small and medium-sized enterprises and personal credit, instead of flocking to large enterprises. The advantage of the long tail effect lies in the quantity, and the loan demand of small and medium-sized enterprises and individuals is obviously much greater than that of those "white plum" enterprises. Many Internet financial platforms came into being to meet the loan needs of students, farmers and entrepreneurs, especially in the field of consumer finance.

Third, the blue ocean market.

The so-called blue ocean refers to an unknown market space or a state of almost no market competition. The corresponding Red Sea market refers to a market with known market space, a large number of enterprises and fierce competition. Then it is obviously difficult for enterprises to win in large-scale competition, and only by opening up a brand-new market can they gain a relatively sustainable advantage. It is a strategic choice for each enterprise to set up another family business to explore the blue ocean market, or to block all family businesses to fight their way out in the Red Sea.

The Internet has spawned too many trillion-dollar blue ocean markets, and traditional industries can also find another sky on the Internet. For example, in the field of Internet home improvement, the traditional home improvement market has been moved online, which helps consumers save a lot of time and energy. Rural e-commerce allows rural residents to enjoy a variety of consumer goods, and also accelerates the speed of agricultural products entering the city to solve the burden on farmers. In addition, artificial intelligence, cloud computing services, and fresh e-commerce take-out are all trillions of blue oceans to be tapped.

Fourth, the scene

The scene gives the product a personalized meaning. When a product is embedded in a specific usage scenario, only people's real experience will affect the quality of the product. Mobile Internet extends people's consumption places to the maximum extent, and is no longer limited to shopping malls and counters. In any scene of people's life, as long as there is potential demand, consumption behavior can be generated and sticky consumption can be realized. Word-of-mouth communication between people and natural transformation between scenes make traditional marketing no longer blunt and aggressive, and break through the restriction that once goods are produced and sold, commercial activities will end.

Everyone likes listening to stories. If the user can be the protagonist of the story, the goods can be linked with the user, and the goods will become living things, such as apples on Christmas Eve, wishing locks in Nanshan Tower, popcorn in cinemas and so on. In recent years, many industries have begun to turn their attention to scene marketing. For example, Internet insurance embeds insurance products with clear functions into specific Internet scenarios, and provides insurance services in combination with the risk management needs of users in specific scenarios. Internet financial management and third-party payment industries penetrate into people's lives by creating products with different consumption scenarios, making consumption a spontaneous demand. In addition, as the Internet enlarges people's individual needs, personal customization has also become a hot spot in scene application. This year, major e-commerce platforms rushed to the beach for the New Year Festival, and all of them put personalized customization on the focus of marketing.

People's consumption level and consumption concept are improving, and cost performance is no longer the primary factor determining consumption. Scenarios are the product of consumption upgrading. In the future, finding suitable scenes or innovative scenes and providing them with logical consumption choices are skills that businesses must learn to create more opportunities and space for their products.

Five, the last mile

The "last mile" is not a matter of distance, or it is not just a matter of physical concept. There are many things that look easy at first and are decent in the process, but the problem always appears in "like". They don't pay attention to the ending, details, connection and after-the-fact service. These problems are the fundamental reasons that affect users' satisfaction, but they are also the most difficult to solve and the easiest to ignore. The problem of "the last mile" has been raised for several years, and more and more industries have begun to pay attention to this concept, such as express logistics industry. With the rise of online shopping, it has become the most difficult "last mile" for the express delivery industry to reach consumers safely and in time. In order to drive market demand and change users' consumption habits, logistics is the "last mile" to be solved urgently.

Recently, the very popular "bicycle sharing" can realize citizens' desire to stop at any time, so that they don't have to waste time because they can't find the return point, and solve the "last mile" problem of leisure travel. It is very popular in many cities. In terms of keeping close contact with the masses and effectively solving their most pressing life problems, the informatization construction of governments at all levels in China has been quite effective, and a comprehensive litigation service platform integrating telephone service, online service, SMS service, mobile APP, WeChat service and Weibo service has been opened, which is dedicated to opening up the "last mile" of convenience.

In the user-centered era, we should pay attention to the fairness and long-term service from beginning to end, implement the service and help users solve the "last mile" problem.

Sixth, the capital winter.

The word "capital winter" became popular in the second half of 20 15. The data shows that the investment amount in August of 201May decreased by 63% compared with that in July, and the investment in the New Third Board directly decreased from 5.3 billion to 400 million. This "cliff-like" decline makes people exclaim that the capital winter is coming. But today, we are more and more aware that capital is not wintering, but more and more concentrated, investors' eyes are more and more sharp, and the theory of capital winter is just a false proposition.

Undeniably, capital has played an important role in the development of Internet entrepreneurship in China. The theory of "flying pig on the tuyere" is still fresh in my memory, but with the influx of too many immature entrepreneurial projects, investors still have to fall down after discovering the tuyere. After all, the ultimate goal of capital is to make money. Being fooled by the hype of entrepreneurs will inevitably lead to short-sightedness and lack of stamina. It is in this environment that a harsh capital winter seems to come quietly, but cruelty is not unexpected.

After the blowout development, there will inevitably be a surplus of resources, especially two types of entrepreneurial teams. First, speculators who lack core competitiveness and blindly follow the trend with innovative ideas; The second type is an idealist, who is overconfident and full of feelings, but lacks a feasible profit model. Both types of entrepreneurs are happy to burn money in the backyard, but they forget that they are burning investors' money. After many tragedies, the capital finally calmed down.

In fact, the winter is just the winter of some people, and those really good projects have taken a lot of money. The return of capital to rationality will help eliminate many shoddy projects and help us find enterprises with real potential to become unicorns. The investment trend is that capital becomes concentrated, entrepreneurial teams pay more attention to self-construction, and brands, technologies and teams are constantly strengthened.

Seven, heavy mode light mode

Heavy mode refers to the self-operated mode, and marketing, technology research and development, warehousing and logistics distribution, purchasing department and after-sales service are all done by ourselves. The advantage of this mode is its strong control ability. Because they are mostly combined in each process, they can often form certain industry barriers and freely expand the incremental market within their own controllable range. However, in order to realize the real value of this model, enterprises need to invest huge capital, manpower and time costs. The more links they visit, the greater the operation and management costs, which is unimaginable for ordinary small and medium-sized enterprises. Even enterprises that have the ability to bear this huge cost need to constantly innovate and seek breakthroughs in every link, which requires extremely high all-round talents of enterprises.

Light mode is equivalent to platform mode, as long as it includes three departments: technology research and development, marketing and investment promotion. Since the development of the Internet, it is very convenient to obtain information, so the operating cost is low, which is suitable for entrepreneurial teams to quickly start the platform. If there is a good marketing team, it can penetrate the market quickly. However, due to the low entry threshold, the competition of the platform model is extremely fierce, and the lack of core competitiveness is a common problem in the current platform model.

At present, the general trend is that light and heavy modes have begun to merge, and the choice of mode is only the initial choice for an enterprise to enter the market. With the development of O2O returning to rationality, we see that too many enterprises are stuck in their own models. For example, in the food and beverage take-away industry, the contest between Meituan and Hungry did not cause both losses, but instead showed us two forces of continuous innovation and progress. They abandoned the absolute mode constraints and put the user experience and user needs first. The boundary between light and heavy mode becomes blurred and moves towards integration.

Eight, cloud computing and big data

Cloud computing subverts the traditional IT architecture. On the one hand, it makes it unnecessary for users to buy expensive IT infrastructure for one-off or sporadic computing tasks, which reduces the cost of enterprises and IT entry threshold. On the other hand, cloud computing embodies the super-computing function, which can effectively support the operation, calculation, storage and management of information data, improve the security of data information and improve the operational efficiency of enterprises.

Under the cloud computing technology, the era of big data is coming. There is a saying called "three-point technology, seven-point data", and those who get data get the world. Big data deals with all samples instead of sampling, so it focuses on efficiency and relevance, not causality. This is the thinking in the era of big data, creating value with data. At present, enterprises use big data most to make predictions, and have achieved initial results.

At present, financial institutions and the telecommunications industry have big data in hand, but many of them have not yet played their role. Some companies that have achieved results with big data thinking include Google and Amazon. These Internet IT giants have technological advantages in big data and the original resources of big data. Google wants users to get only what they want when searching, and the system automatically eliminates information they don't want to close through big data analysis, thus realizing real personalization.

The field of cloud computing in China has shown vigorous vitality. In addition to BAT, Huawei, Netease, JD.COM and the three major telecom operators are also fully deploying cloud computing, and the strength of other cloud computing startups such as Qingyun and UCloud in the segmentation field can not be underestimated. Cloud computing is becoming a new generation of commercial infrastructure, which permeates all traditional industries and is the driving force for the development of traditional industries in internet plus. It is becoming more and more popular not only in the fields of e-commerce, finance and entertainment, but also in education, medical care and even government agencies.

In the future, in the market centered on personal needs created by the Internet, the value of cloud computing and big data will become more and more prominent, which can help people better solve some social problems and solve people's needs. At the same time, security is still the biggest problem of cloud computing and big data technology, which is also the place that needs to be improved most in the future technology application process.

Nine, OGC PGC University Education Grants Committee

With the development of mobile Internet, online content creation can be divided into three types, namely user-generated content (UGC), professional content (PGC) and professional content (OGC).

The main difference between PGC and OGC is whether they are paid or not. PGC was created voluntarily on the Internet by people with knowledge background, such as celebrities in Weibo and some great gods in Zhihu, who are very popular in major websites. OGC is content created by professional authors, such as major news websites and video websites. The websites represented by UGC include forums, blogs and social platforms, and users create their own content. Especially now, more and more young people like to spit, gossip and show their life circles online. In the future, relying on social dividends to release UGC will become the mainstream of online content. The popularity of platforms such as Instagram, Weibo, Meipai and Xiaokaxiu also illustrates this point.

There are also many popular online words this year, such as the boat of friendship, refills, eating dirt, small goals and so on. These are all created by netizens themselves and can quickly become popular. This is the advantage of UGC. Then, the main task of various social platforms and various apps should be to find ways to let users produce high-quality content. Get more resonance through these high-quality content to form a circle, and stick to users through social relationships.

With the continuous increase of OGC content and further improvement of quality, content payment is more and more accepted by the public. Youku Tudou, iQiyi, Netease Cloud Music and other websites have all opened exclusive content for members, but at present, the membership stickiness of major websites is not high, and the differentiated content between major platforms has not yet formed. In the future, the blowout period of network content will continue, and we will usher in an era of quality and quantity of Qi Fei.

X. blockchain

At present, the blockchain is mainly used in Bitcoin (P2P digital currency). It is a distributed peer-to-peer network without a central control point and adopts the method of distributed set operation. It can be said that it is an "open big account book" that records all transaction information of the whole network with computer programs.

Blockchain is an open systematization. The disappearance of any point in the chain will not affect the normal work of the rest points. This is a decentralized and untrustworthy structure, and all points operate according to established rules. In the process of operation, all transactions are conducted openly and transparently, both parties are anonymous, and each transaction is connected in series with two adjacent blocks through cryptography, so it can be traced back. Decentralization, disintermediation trust and database reliability constitute three characteristics of blockchain technology.

The most important problem solved by blockchain is the intermediary credit problem. Both parties can complete the transaction without an intermediary, and the process is highly transparent and the data is highly secure. This feature of blockchain can be applied to credit record system, identity authentication system or property right authentication system, so the problem of "how to prove that your mother is your mother" that we often encounter now will no longer exist. The reconciliation and transfer business of banking institutions is embedded with distributed account books and point-to-point transmission, which greatly reduces the transaction cost.

In addition to virtual currency, blockchain technology has also begun to play a role in the fields of electricity, payment, stock trading and property notarization. In China, influenced by the national conditions, the application of blockchain technology may be first applied to the non-bank pan-financial field. At present, the layout of blockchain field in China is mostly limited to technology research and development and terminal communication, such as Zhongguancun blockchain alliance formed by Tsinghua and Beihou University, and golden chain alliance of Tencent, Huawei and Ping An Bank. In the future, it is likely that a business platform based on blockchain technology will emerge, challenging the e-commerce platform represented by Ali. However, due to the immaturity of blockchain technology, the uncertainty of value cognition and regulatory attitude, the technical bottleneck needs to be broken, and the application of blockchain, a new technology, has just begun.

XI。 Crowdsourcing and crowdfunding

"Zhongchuang" refers to gathering all kinds of innovative resources of the whole society to start a business through the entrepreneurial innovation service platform. Zhongchuang Space is a low-cost, convenient, all-factor, open new entrepreneurial service platform created through market-oriented mechanism, professional service and capitalization. Such platforms provide entrepreneurs with workspace, cyberspace, social space and resource sharing space. For example, Tencent Zhongchuang Space's "Double Hundred Plan" has opened 19 offline space sites nationwide.

"Crowdfunding" refers to raising funds from the society through the Internet platform. Compared with traditional financing methods, crowdfunding is more open. As long as you have sponsors, platforms and sponsors, you can start a creative project, which provides unlimited possibilities for more small-cost operators or creators. Since 20 14, China's major e-commerce platforms have launched crowdfunding projects, covering hardware, entertainment and other aspects. Crowdfunding has developed rapidly in China, and many independent third-party crowdfunding platforms have emerged. These platforms are comprehensive and focus on all vertical directions.

"Crowdsourcing" refers to the division of tasks traditionally completed by specific enterprises and institutions to all voluntary enterprises and individuals. This and outsourcing are two completely different concepts. Outsourcing refers to entrusting business to a professional team, which has limitations. For example, housing builders outsource decoration projects to professional decoration teams, while logistics enterprises adopt crowdsourcing mode to let people live and take orders during the peak delivery period.

In fact, mass creation, crowdfunding and crowdsourcing are all manifestations of sharing economy, which has been a concept for several years, and its original intention is to effectively use idle resources in society. Not only the initial online car rentals such as Uber and Didi and short-term rentals such as Airbnb can be shared, but also relatively abstract services such as social capital, manpower and even time, creativity, skills and experience can be shared. With the improvement of the national supervision system in this respect, the sharing economy model will develop in various fields, because its essence points to a utopian atmosphere, everyone has the money to pay and make a strong contribution, and ultimately everyone is the beneficiary of sharing. This is a state that people have longed for since ancient times, but the premise is that those who participate in sharing cannot have a little impure purpose. Once the purpose changes, sharing becomes plunder.

Twelve. De-e-commerce

Many people may still think that e-commerce is a new word, but Ma Yun, the boss of e-commerce in China, announced last year that he would not mention the concept of e-commerce, and de-e-commerce has become a proven thing. At the 5438+ 10 conference in Yun Qi last June, Ma Yun boasted that "e-commerce will no longer exist" and put forward five new words: new retail, new finance, new manufacturing, new technology and new energy.

De-e-commerce is actually announcing that O2O will enter the second half. It is no longer feasible for pure e-commerce to move offline transactions online. What we have to do now is to combine online and offline more closely and organically. Online is inseparable from offline stores, and offline stores should also actively integrate into Internet extension transactions. Commodity production enterprises, logistics, offline sales terminals and consumers have become a community of destiny, and consumers are the center, and the platform plays a connecting role in these four aspects.

In the past, the disadvantage of pure e-commerce was that the function distribution of offline and online platforms was unreasonable. Even some physical terminals think that e-commerce is competing with offline for consumer resources, consumer traffic in physical stores is decreasing, and counterfeit and shoddy products on online platforms are becoming popular. This vicious circle is not the original intention of e-commerce. Therefore, after O2O enters the second half, a new sales model should be created, with the demand of consumers as the center and the platform feeding back the demand to commodity production enterprises. Enterprises will achieve precise marketing on the platform, and offline terminals will evolve into experience places, which will dilute sales and strengthen the role of creating consumption scenarios.

In the user era, the concept of e-commerce should be a limited way to solve the dilemma of e-commerce, but the road is long and arduous, which is obviously a long and arduous road.

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Looking at the above words in the internet age is nothing more than a concrete manifestation of the influence brought by the internet. The huge user base of the Internet can easily realize the scale effect, reduce the communication cost and shorten the communication distance, and subvert the rules of the traditional business world. We are in a constantly changing era, and the Internet makes us ready to accept and create new things at all times, and respond and adapt quickly.

The Internet has deeply cut into, spread and grown up in this era. Some people have seized the opportunity to get ahead, others have known each other for a long time, and people are working harder to adapt to this new era in the shadow of the Internet.

Lu Xun has a famous saying that there is no road in this world, and more people will become roads. This sentence still sounds very popular in the world today. The road of the new era needs people of the new era to explore, and the wheels of the times are rolling forward. In short, in the new year, everyone rolled up their sleeves and went for it!

In the future, the internet will disappear, because it has been everywhere, omnipresent, completely integrated into any traditional industry!