2020年過去一年,由於肺炎疫情導致在家工作及宅經濟興起, 投資者也需要作出改變, 開始關注科技上癮的受惠行業。
互聯網和智能手機的出現,科技上癮人口已經開始上升。
那究竟什麼行業受惠科技上癮?
1. 智能手提電話: 晶片, 手機硬件, 應用程式;
2. 在家工作軟件配套 例如 Zoom 開會軟件, 微軟 office 365 及 teams 軟件;
3. 寬頻: 由於較長時間在家工作, 寬頻數據用量肯定上升;
4. 雲端儲存: 由於在家工作而產生的數據, 軟件, 應用程式及產品服務產出後普遍儲存在雲端數據中心;
5. 網購行業: 例如 amazon, 手機外賣app等;
6. 手機遊戲: 由於學生在家時間多了, 玩手機遊戲時間肯定上升。
所以, 投資者在2020年加入科技投資元素是一個較為聰明的決定。
In the past one year in 2020, due to covid pandemic, home based economics and home working concepts are becoming popular. Investors also need to change and concern these technology addiction benefited business sectors shares.
the emergence of the internet and smartphones,an increase in the number of people are addicted to these technology.
Which industries are benefited from technology addiction?
1. Smart mobile phones: clips, mobile phone hardware, apps;
2. Home working softwares: ZOOM, Microsoft office 365, Microsoft Teams
3. Boardband: due to longer hours stay in home working, the quantity of boardband uses surely increases
4. Cloud storage: the data, softwares, apps, products and services produce in home are commonly stored in the cloud storage data centres.
5. Internet business like AMAZON, take away food order app etc.
6. Mobile games: Students stay longer hours at home, they have longer hours in playing mobile games.
Therefore, investors add technology elements in their investment portfolio is a smart investment decision in 2020.
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