華南永昌MSCI...
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MSCI
IoT ~ Smart Everything
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1
~ MSCI
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~ MSCI
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2
MSCI
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202511
2014GDP22
5 McKinsey Global Institute Analysis2015/6
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11
6 McKinsey Global Institute Analysis2015/6
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72 250 3.47 2.7
2020
2015
Cisco2014/4IDC2014
76 500 6.58 7.1
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(Internet of Things, IoT)(Internet)
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Internet
Internet of Things
!
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9
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~
10
20202.2
BI Intelligence2015/3
20152020
45% 75%
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11
2/3
203014.2
McKinsey Global Institute Analysis2015/6Forbes2015/1Accenture2015/5
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20201,170
20157,210173.3% 20191.55742.6%(2014~2019)
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12 iHealth2015/10IDC2015/6Forbes2015/4
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13 13
MSCI
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-MSCIMSCI
Global IoT Index on MSCI Custom ACWI
(+All China)
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MSCI
MSCI
MSCI
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MSCI
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Bloomberg2010/1/1~2015/9/30
25.41
-6.37
4.73
41.81
14.03
-7.55
9.55
-7.62
13.18 24.10
2.93
-7.47
2010 2011 2012 2013 2014 2015
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MSCI MSCI
-20 0
20 40 60 80
100 120 140
2010/01 2011/06 2012/11 2014/04 2015/09 MSCI MSCI
%
%
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MSCIGICS Industry
MSCI
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MSCI
MSCI2015/9/30
32.95% 14.60% 13.43% 11.04% 9.21% 6.75% 5.57% 5.42% 0.65% 0.37%
46.09% 39.96% 3.44% 2.98% 2.24% 1.04% 4.25%
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MSCI
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BAIDU HOLDINGS ADR ALIBABA GROUP HOLDING
APPLE INC ALPHABET INC (Google)
MICROSOFT CORP FACEBOOK INC
NETEASE COM ADR CTRIP COM INTL ADR
JD.COM INC
INTEL CORP
VISA INC VISA
INTERNATIONAL BUSINESS MACHS IBM
CISCO SYS INC
ORACLE CORPORATION
SAMSUNG ELECTRONICS
MSCI2015/9/30
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MSCI
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MSCI
290
1. 25811
2.
31 6191121 ()
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19
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20
MSCI
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4
21
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22
RR4
90 T+10
0.26% 3%
80()1.6%801.25%
/
MSCIGlobal IoT Index on MSCI Custom ACWI (+All China)
70.01%
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MSCIMSCIMSCI(http://www.hnfunds.com.tw)(http://newmops.twse.com.tw)
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(02)2719-66885431 (04)2328-008868921 (07)521-808817851