MSCI

IoT ~ Smart Everything

1

~ MSCI

~

~ MSCI

2

~

2

MSCI

3

4

~

4

202511

2014GDP22

5 McKinsey Global Institute Analysis2015/6

11

6 McKinsey Global Institute Analysis2015/6

7

72 250 3.47 2.7

2020

2015

Cisco2014/4IDC2014

76 500 6.58 7.1

(Internet of Things, IoT)(Internet)

8

Internet

Internet of Things

!

9

~

10

20202.2

BI Intelligence2015/3

20152020

45% 75%

~

11

2/3

203014.2

McKinsey Global Institute Analysis2015/6Forbes2015/1Accenture2015/5

20201,170

20157,210173.3% 20191.55742.6%(2014~2019)

~

12 iHealth2015/10IDC2015/6Forbes2015/4

13 13

MSCI

-MSCIMSCI

Global IoT Index on MSCI Custom ACWI

(+All China)

14

MSCI

MSCI

MSCI

MSCI

15

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

9

MSCI MSCI

-20 0

20 40 60 80

100 120 140

2010/01 2011/06 2012/11 2014/04 2015/09 MSCI MSCI

%

%

MSCIGICS Industry

MSCI

16

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%

MSCI

17

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

MSCI

18

MSCI

290

1. 25811

2.

31 6191121 ()

19

19

20

MSCI

4

21

22

RR4

90 T+10

0.26% 3%

80()1.6%801.25%

/

MSCIGlobal IoT Index on MSCI Custom ACWI (+All China)

70.01%

MSCIMSCIMSCI(http://www.hnfunds.com.tw)(http://newmops.twse.com.tw)

23

24

(02)2719-66885431 (04)2328-008868921 (07)521-808817851