您现在的位置是:主页 > 葡京手机app下载 > 12只5G概念股两天大涨均超10%今年首批新龙头曝光

12只5G概念股两天大涨均超10%今年首批新龙头曝光
2020-01-07 13:57   来源:  www.match-bo.com   评论:0 点击:

12只5G概念股两天大涨均超10%今年首批新龙头曝光2020年飞驰而至,5G也正以超乎预料的速度加速到来。日前在

  2020年飞驰而至,5G也正以超乎预料的速度加速到来。日前在北京召开的全国工业和信息化工作会议提出,我国将稳步推进5G网络建设,深化共建共享,力争2020年底实现全国所有地级市5G网络覆盖。

Flying in 2020,5g is accelerating at an unexpected rate. The National Conference on Industry and Informatization, held in Beijing recently, proposed that China will steadily advance the construction of 5G network, deepen co-construction and sharing, and strive to achieve the coverage of 5G network in all prefecture-level cities throughout the country by the end of 2020.

  于此憧憬下,2020年首个交易日,东山精密、创维数字、世运电路、晶方科技、数知科技等5只5G概念股直冲涨停,带动逾200只相关概念股股价上涨,产生巨大的推动能量。

In this vision, in the first trading day of 2020, Dongshan Precision, Skyworth Digital, World Transport Circuit, Jingfang Technology, Digital Technology and other 5G concept stocks directly rushed up, led to more than 200 related concept stocks up, generating a huge boost energy.

  在接下来的1月3日,除世运电路、数知科技继续涨停外,力源信息、风华高科等个股也均以涨停价报收,两个交易日里涨幅超过10%的5G概念股达12只,世运电路、数知科技则分别以%、%的涨幅跻身5G概念股涨幅榜前列。

In the following January 3, in addition to the World Circuit, Digital Technology continued to rise, Liyuan Information, Fenghua Hi-Tech and other stocks are also trading at the price limit, the two trading days more than 10% of the 5G concept stocks reached 12, the World Circuit, Digital Technology, respectively, in% of the 5G concept shares rose in the top list.

  事实上,刚刚结束的2019年,5G作为市场中的“超级IP”,贯通了全年始终,特别是2019年6月6日工信部向三大运营商及广电颁发5G商用牌照,彻底引爆资本市场,在掀起5G投资热潮的同时,一举奠定了2019年5G元年的历史性时刻。

In fact, in the end of 2019,5G as the \"super IP\" in the market, through the whole year, especially on June 6,2019, the Ministry of Industry and Information Technology issued 5G commercial license to the three major operators and radio and television, completely detonated the capital market, while setting off a 5G investment boom, set a historic moment in 2019.

  《证券日报》记者根据同花顺数据统计发现,2019年全年,共有46只5G概念股收获10个以上涨停板,武汉凡谷以43个涨停板排在首位,东方通信则以27个涨停板屈居次席。不仅如此,从全年涨幅看,闻泰科技、立讯精密、东方通、沪电股份、天和防务等5只5G概念股2019年累计涨幅均超过200%。

《 Securities Daily reporter according to Tonghuashun statistics found that in 2019, a total of 46 5G concept stocks harvested more than 10 trading board, Wuhan Fangu with 43 trading board in the first place, Dongfang communications with 27 trading board sub-seat. Not only that, from the full year's increase, Wentai Technology, Lixun Precision, Dongfangtong, Shanghai Electric shares, Tianhe Defense and other five 5G concept stocks in 2019 cumulative increase of more than 200%.

  对于股价快速上涨后可能面临的估值回调,兴业证券首席策略分析师王德伦表示,不必担心5G等科技板块估值过高,5G主线接下来面对业绩验证期,是投资者优胜劣汰、精挑细选真正“大创新”科技股的重要机会。

Wang Delun, chief strategy analyst at Societe Generale, said there was no need to worry about the high valuation of technology sectors such as 5G, which would be an important opportunity for investors to beat the fittest and select truly \"big innovation\" technology stocks in the next period of performance validation.

  值得一提的是,《中国5G经济报告2020》指出,2020年我国5G总投资规模将达到约9000亿元。2025年总投资规模将达到万亿元,用户达到亿人。而在《预测2020:百位基金经理调研分析报告》中,有65%的基金经理看好2020年5G主题的相关投资机会。

It is worth mentioning that the China 5G Economic Report 2020 points out that the total investment scale of China's 5G will reach about 900 billion yuan in 2020. The total investment scale will reach trillion yuan in 2025, with 100 million users. In the Forecast 2020: Research and Analysis Report of 100 Fund Managers,65% of fund managers are optimistic about the investment opportunities related to the 5G theme in 2020.

  景顺长城基金股票投资部副总监杨锐文指出,5G在2020年不仅带来大规模换机潮,颠覆性应用还将极大刺激IOT、云计算/边缘计算、AR/VR、车联网等行业的发展。

Yang Ruiwen, deputy director of the stock investment department of Jingshun Great Wall Fund, pointed out that 5G not only brought a mass exchange wave in 2020, but also disruptive applications will greatly stimulate the development of IOT, cloud computing\/margin computing, AR\/VR, car networking and other industries.

  不难发现,5G依然是2020年市场上最受关注的风口和最确定的投资主线。一方面,投资机构在寒冬下将目光集中在了5G等新技术带来的机会上,另一方面,一年设立上百亿元5G创新基金,五年上千亿元5G投资规划的运营商们,在5G投资上暗自比拼。近日由社会战略投资方与政府产业基金共同出资的5G产业基金正式成立。据介绍,5G产业基金总规模20亿元,一期10亿元已完成。

It is not difficult to find that 5G remains the most watched tuyere and the most established investment line in the market in 2020. On the one hand, investors in the cold winter focus on the opportunities of new technologies such as 5G, on the other hand, a year to set up tens of billions of yuan 5G innovation fund, five billions of yuan 5G investment planning operators, secretly compete on 5G investment. Recently, the 5G Industrial Fund, co-financed by social strategic investors and government industry funds, was officially established. According to the report, the total size of the 5G industrial fund is 2 billion yuan, and the first phase of 1 billion yuan has been completed.

  经过3G、4G多年的积累,5G已经厚积薄发。在过去的几年里,5G正在到来的声音反复回响。而现在,5G的定义也将更加广泛。国盛证券表示,2020年,5G 云的流量革命将成为主线,5G应用百花盛开,泛5G有望成为主流,寻觅业绩“沃土”和应用“花果”是新方向。2020年,5G仍是通信行业乃至全市场的确定性机会。随着2020年5G建设的推进,通信板块的业绩中枢有望持续上行,重点关注无线主设备、承载网升级相关方向。同时,流量的拉动将刺激全球新一轮数据中心扩容的展开,重点关注网络数通设备、光通信相关方向。随着网络逐步成熟,应用端的机会将逐步显现,重点关注云通信、物联网、工业互联网、信息安全、游戏、AR/VR、区块链应用等相关方向。

After 3G,4G years of accumulation,5G has been thick and thin hair. In the past few years, the sound of 5G coming has echoed repeatedly. And now, the definition of 5G will be more extensive. Guosheng Securities said that in 2020, the flow revolution of 5G cloud will become the main line,5G application hundred flowers open, Pan 5G is expected to become the mainstream, looking for performance \"fertile soil\" and the application of \"flower and fruit\" is a new direction. In 2020,5G remains a definitive opportunity for the communications industry and even the market as a whole. With the promotion of 5G construction in 2020, the performance center of the communication plate is expected to continue to uplink, focusing on wireless main equipment, bearing network upgrade related directions. At the same time, the pull of traffic will stimulate the expansion of a new round of global data center expansion, focusing on network digital equipment, optical communications related directions. As the network gradually matures, the opportunity of the application side will gradually appear, focusing on cloud communications, Internet of things, industrial Internet, information security, games, AR\/VR, block chain applications and other related directions.


相关热词搜索:

上一篇:小学一年级语文统编教材难不难
下一篇:没有了

分享到: