目录  

前  言................................................................................ 4
1.  风云变幻造英雄....................................................................... 4
1.1  成长股顺时而生 ................................................................ 4
1.2  周期演变支撑成长兴起 ....................................................... 5
2.  成长新时代：移动互联风起云涌............................................... 6
2.1  技术更替催生供给 ............................................................ 6
2.2  产业变迁激发需求 ................................................................. 8
3.  成长新战法：春秋到战国 ..................................................... 9
3.1  百花齐放的春秋时代渐去....................................................... 9
3.2  群雄逐鹿的战国时代开启...................................................10
3.3  如有波澜，淘沙机会............................................................ 11
4.  浪尖逐鹿，深耕胜者..............................................................................................................12
4.1 通信设备：打造移动互联的信息高速公路 ..........................................................................13
4.2  电子行业：中国企业在Smart浪潮中崛起 ..........................................................................14
4.3  软件行业：把握主导者得天下 ...........................................................................................14
4.4  传媒行业：应用服务需求爆发 ...........................................................................................15