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1、10October2018GreaterChinaEQUITIESInsideLenovo(992HK)23Hikvision(A-Share)(002415CH)28AnalystsMacquarieCapitalLimitedAllenChang+85239221136allen.chang@macquarie.comVerenaJeng+85239223766verena.jeng@macquarie.comJinGuo+862124129054jin.guo@macquarie.comHeidiLe
2、ung+85239223783heidi.leung@macquarie.comMacquarieCapital(Europe)LimitedBobLiao,CFA+442030372868bob.liao@macquarie.comJeffreyOhlweiler+886227347512jeffrey.ohlweiler@macquarie.comPatrickLiao+886227347515patrick.liao@macquarie.comLynnLuo+886227347534lynn.luo@
3、macquarie.comKaylinTsai+886227347523kaylin.tsai@macquarie.comMacquarieCapitalLimited,TaiwanSecuritiesBranchConciergeeconomyOpportunitiesinTech,AI,IoT,ARKeypointsêWeseenewtechnologiesdrivingtheemergenceoftheconciergeeconomy,includingAI,IoT,IoV,autonomousdr
4、iving,AR/VR,newretail,etc.êWearepositiveontheconciergeeconomyandseeAIassistantsinsmartphones,smarthomes,smartcars,etcastheearliestbeneficiaries.êWeexpect5Gtofurtherdrivenewtechnologies(AR,IoV,autonomousdriving,especially),fuellingtheconciergeeconomy.Inthis
5、report,wereviewdevelopmentsinthe‘conciergeeconomy’andidentifyopportunitiesacrosstechnologysectors.NewtechnologydrivestheconciergeeconomyTheconciergeeconomyallowstheneedsandexpectationsofcustomerstoberecognizedandanticipated,anytimeandanywhere,withoutlag.Fo
6、rexample,smarthomedevicescouldrememberuserpreferencesandassistuserslikeaconcierge—eg,remindthe‘master’torestattheusualsleepingtime.Wearepositiveontheconciergeeconomyandseenewtechnologies,suchasAI,IoT,IoV,autonomousdriving,AR/VR,newretail,etc,drivingtheecon
7、omy,fulfillingcustomers’growingdemandforconcierge-likeservices.AI,conciergeinhand,conciergeinhouseAIinsmartphones–Recognizingusers’needsiskeyinconcierge-likeservices.AIinthesmartphoneactsasavirtualassistantthatlearnsfromusers’habitsviamachine-learning(link
8、,Jan23),automaticallysetupschedules,remindersorprovidesuggestions.Forexample,makingmovierecommendationsonceitdetects‘movie’inatextmessage.AIinsmarthomes–smartspeaker/TVcouldlearnfromusers’habitswithvoicecomma
