Foreign articles:
Apple 2014 was a fruitful year for Apple. Although sales of the iPad declined and the business lacked new growth points, the iPhone’s big screen and differentiation strategy achieved results, and the company’s stock price almost doubled. Driven by the strong sales of iPhone 6 and Plus, next year, Apple’s sales in software and content will increase significantly and it may exceed iPad sales. The promotion of Apple Pay will strengthen the apple ecosystem and may involve Apple in its financial lending business. iWatch and smart home platform business may set off new growth points.
Google Google made a lot of attempts and business expansion in 2014, acquiring smart home star company Nest, Android system continued to rise in the share, but due to latecomers Facebook and other companies on mobile advertising, and corporate applications, Google glasses, no It is still far from profitable people driving cars. Google's stock price has declined in 2014, but as the Silicon Valley saying goes, for technology companies, the influence is greater than the market value.
In 2015, it is believed that Google will start to profit in the corporate and education markets. Cheap Android smartphones and smart home platforms, if promoted properly, will further enhance Google’s competitiveness. Although this year's capital market is disappointed with Google, from a trend point of view, Google is still a white horse among giants.
Amazon's 2014 was not so good. The outside world questioned its strategy of expanding its low-margin business. The stock price could not sustain it and it fell by about 20%. The heavy hardware Fire Phone appeared unfavorably, resulting in a large reduction in assets. The listing of Alibaba and other Chinese e-commerce companies has caused some pressure on them. From a business point of view, Amazon's e-commerce and cloud computing have expanded globally, and the delivery of one-hour delivery and take-away food delivery services in the United States has also consolidated its position. The challenges faced by Amazon's tech companies are not big. Companies need to do more than seize more traditional retail shares. In 2015, Amazon will continue its strategy of investing heavily, and will continue to strengthen its fresh and delivery products.
Samsung Samsung was the worst tech giant in financial performance in 2014. Due to the decline in Android mobile phone sales, the company’s profits were almost lost, and the stock price fell. The company reorganized the mobile phone division. In 2015, Samsung’s situation may be more dangerous. Although the life cycle of smart phones has not yet reached the end, the rise of low- and medium-end handset manufacturers represented by Chinese manufacturers will further erode Samsung’s market share. Samsung's efforts in the software and service operation platforms have all failed. Apart from the traditional supply chain and marketing advantages, there is no other growth point. This year, Samsung's performance may decline further.
2014 was the year of Facebook's harvest, and continued breakthroughs in mobile advertising have led to rapid growth in revenue, with the acquisition of WhatsApp and Oculus VR. The stock price rose by about 50%. In 2015, Facebook will continue to make breakthroughs in mobile advertising and video advertising, and its early acquisition of Instagram may also provide a substantial revenue.
Domestic articles:
Baidu was relatively flat for Baidu in 2014, and the company did not expand into lively financial, e-commerce and O2O areas. We continued to deepen our search, maps, and application distribution fields, and our performance and stock prices performed smoothly. Baidu's new products lacked bright spots in recent years, light applications did not affect the market, and through-trains launched in 2014 had little impact on the market. In 2014, Baidu launched smart bicycles and smart glasses and other devices, but these devices are more to express a cutting-edge attitude, rather than a mature product. In 2015, Baidu will try more products but still rely on traditional search and mapping services.
Alibaba’s Alibaba Group launched its 2014 public view and made great acquisitions. It has entered many new industries such as medical care, IT, film and television, and games. However, Alibaba’s business expansion appears to be somewhat fragmented, and its complementarity and integration with its main business is low, and it may be difficult to see a big improvement in 2015.
In 2015, Ali will continue to enjoy the growth of the e-commerce industry as China is gradually opening up private capital to enter the financial industry. Ali Micro Finance may be the next growth point.
Jingdong is similar to Alibaba. Jingdong also listed in the United States in 2014 and enjoyed the rapid growth of China's e-commerce business. It has become the largest platform for e-commerce providers. With Haier and Midea’s home appliance companies and Jingdong signing contracts, Jingdong’s channel status will be more solid, and it will conduct channel sinking, C2B mode, and smart home appliances in 2015. JD.com is also experimenting with fresh food and food delivery services. With the increase in O2O heat, JD.com will also increase investment in these areas.
Qihoo 360
360 In the cold weather of the capital market in 2014, since the search did not reflect the expected performance, the stock price at the end of the year was already lower than the highest point in the year. In December, 360 announced that it had cooperated with Light, set up a joint venture mobile phone company with Coolpad, and fired shots at Baidu. 360 in the security and application distribution received later threats such as companies such as cheetah, search lost to Baidu, urgently needed a new business growth point. In 2015, the focus of 360 may be mobile hardware. However, hardware and software requirements and gameplay are completely different. It is a big question whether the market has enough space to accommodate 360.
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