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1、10October2018GreaterChinaEQUITIESInsideLenovo(992HK)23Hikvision(A-Share)(002415CH)28AnalystsMacquarieCapitalLimitedAllenChang+85239221136allen.chang@macquarie.comVerenaJeng+85239223766verena.jeng@macquarie.comJinGuo+862124129054jin.guo@macquarie.comHeidiLeung+85239223783heidi.l
2、eung@macquarie.comMacquarieCapital(Europe)LimitedBobLiao,CFA+442030372868bob.liao@macquarie.comJeffreyOhlweiler+886227347512jeffrey.ohlweiler@macquarie.comPatrickLiao+886227347515patrick.liao@macquarie.comLynnLuo+886227347534lynn.luo@macquarie.comKaylinTsai+886227347523kaylin.t
3、sai@macquarie.comMacquarieCapitalLimited,TaiwanSecuritiesBranchConciergeeconomyOpportunitiesinTech,AI,IoT,ARKeypointsêWeseenewtechnologiesdrivingtheemergenceoftheconciergeeconomy,includingAI,IoT,IoV,autonomousdriving,AR/VR,newretail,etc.êWearepositiveontheconciergeeconomyandse
4、eAIassistantsinsmartphones,smarthomes,smartcars,etcastheearliestbeneficiaries.êWeexpect5Gtofurtherdrivenewtechnologies(AR,IoV,autonomousdriving,especially),fuellingtheconciergeeconomy.Inthisreport,wereviewdevelopmentsinthe‘conciergeeconomy’andidentifyopportunitiesacrosstechnolo
5、gysectors.NewtechnologydrivestheconciergeeconomyTheconciergeeconomyallowstheneedsandexpectationsofcustomerstoberecognizedandanticipated,anytimeandanywhere,withoutlag.Forexample,smarthomedevicescouldrememberuserpreferencesandassistuserslikeaconcierge—eg,remindthe‘master’torestat
6、theusualsleepingtime.Wearepositiveontheconciergeeconomyandseenewtechnologies,suchasAI,IoT,IoV,autonomousdriving,AR/VR,newretail,etc,drivingtheeconomy,fulfillingcustomers’growingdemandforconcierge-likeservices.AI,conciergeinhand,conciergeinhouseAIinsmartphones–Recognizingusers’n
7、eedsiskeyinconcierge-likeservices.AIinthesmartphoneactsasavirtualassistantthatlearnsfromusers’habitsviamachine-learning(link,Jan23),automaticallysetupschedules,remindersorprovidesuggestions.Forexample,makingmovierecommendationsonceitdetects‘movie’inatextmessage.AIinsmarthomes–s
8、martspeaker/TVcouldlearnfromusers’habitswithvoicecomma
