Mobile Medical Development 2015 wearable device market development trend analysis

Although the road to the development of wearable devices in 2014 is full of controversy, reports from foreign institutions have analyzed that the wearable device industry will fall back in 2015. As for these reports, I rarely quote them, mainly because these reports are not accurate and do not reflect the entire industry. In particular, the reference value of the Chinese market judgment is not large. In my opinion, in 2015, wearable devices will show at least 30% growth growth compared to 2014, and there is no fallback. The reason why I judge this way is mainly based on the following aspects:

1. The industry chain is gradually maturing, which will promote the development of wearable devices in a more complete direction;

2. Entrepreneurs have accumulated some experience in commercialization of products through two years of exploration;

3. Consumers have a more inclusive and open mindset about the advent of the intelligent hardware era;

4. Capital will continue to gather. Although there will be some capital fluctuations in the short term due to the rise of authorized heavy stocks, in the long run, the trend has unstoppable growth.

5. The market segment will show an explosive extension, which will promote the expansion of the wearable device industry.

Seven trends in wearable devices in 2015

Trend 1: Capital markets will fluctuate

Despite the recent strength of the heavyweights, there has been a range of shocks, which will face a more stimulating situation for the stocks than the heavyweights. But no matter how the stock market adjusts and oscillates, in the face of 2015, one thing is clear: from the macroeconomic point of view, the country hopes that the stock market will improve. Therefore, in 2015, there will be a contest between investor confidence and national confidence. This game will bring shock to the capital market.

For wearable devices, once the heavyweights recover, at least in the short term, capital will flow to heavyweights on a large scale. The reason is simple. Compared to the concept stocks, if the heavyweights can recover, their returns are more realistic and more stable than the concept stocks. Once the pace of recovery of heavyweights has slowed down, or the recovery is weak, the capital hovering in the capital market will inevitably find a new enthusiasm, and use the power of the slogan to “blow up” the value of the concept stocks.

However, based on my analysis and judgment, the wearable device stocks in 2015 will be a trend of pre-suppression, that is to say, there will be a period of rest and oscillation in the first half of the year, and will heat up in the second half. The reason for my judgment is mainly based on two reasons: First, the economic situation of the whole country, this aspect is not specifically carried out; the other aspect is based on the situation of the industrial chain, that is to say, the products of some industrial chains in the first half of the year will not be too Obvious performance, but with the introduction and introduction of related products and technologies in the first half of the year, there will be performance in the second half of the year.

For the wearable industry chain concept stocks that have experienced the 2014 market, if there is no actual action on products and technology in this process, if there is no opportunity to convert the pure concept stock into a growth concept stock, in 2015 There will be greater pressure on the capital market in the year. Similarly, for the wearable industry chain stocks that have seized the opportunity in 2014 and put it into action, 2015 does not have to worry about short-term shocks, and the mobile Internet slogan will take you higher.

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