“5G New Call” Is Coming! Opening Up New Spaces for Industry
Overnight Foreign Exchange Market Situation
A-Shares Hotspots: 5G New Call, Fund “Staking” Investment, Industrial Internet
China Mobile insiders revealed multiple 5G business innovation progress and commercial timetable at a recent China Mobile Technology Innovation Forum. Among them, the 5G new call strategic product will achieve full-scale commercialization this year. The schedule shows that 5G new calls have already been tested in pilot provinces since June this year, with the first batch of 14 provinces online in October and the second batch of 17 provinces online in December. In terms of 5G+ satellite network integration, by the end of this year, we will complete the prototype testing and verification of base station uplink and star-ground fusion network.
The new call is an upgraded version of the basic communication service for operators, which introduces AI and computing power into the original network to provide users with multimedia, visualized, and interactive experiences. Specifically, the 5G new call function upgrade includes screen sharing, remote collaboration. Both parties can watch videos together during this process and perform AR marking, achieving efficient communication. Combining speech recognition technology, we will achieve real-time subtitles and large font display in video calls. For middle-aged and elderly people with hearing impairments, it can solve the problem of weak vision and hearing. Undoubtedly, the new call as a hallmark application of 5G has the potential to become the ace card for 5G To C. The new call business allows operators to achieve a cross-platform upgrade from voice to video to content, opening up new spaces for industry.
More Than Half of Active Equity Funds Suffered Losses This Year
Pub-fund semi-annual review is coming. Wind data shows that as of the release date, a total of 4069 active equity funds (A and C categories) have suffered losses this year, exceeding half of all active equity funds. Among them, some funds' “staking” investment led to severe performance differentiation, sparking market interest.
Analysts believe that choosing long-term growth-oriented sectors can provide a safeguard for fund performance, and fund managers need to continuously improve and enhance their research and analysis capabilities based on market changes.
Increase Policy Support, Industrial Internet Work Plan Released
MIC message: The Industrial Internet Special Working Group Office recently published the “2023 Industrial Internet Special Working Group Work Plan”, which proposes to push forward the development of industrial internet identification and analysis systems and increase policy support for industrial internet-related enterprises. This will encourage conditional financial institutions to cooperate with industrial internet companies in a law-based, risk-controlled manner.
The industrial internet itself is a new infrastructure, and other fields such as artificial intelligence, 5G, and the Internet of Things can also be applied to industrial internet. Therefore, the industrial internet will receive comprehensive upgrades from connectivity efficiency, transmission precision, algorithm upgrade, and smart decision-making.
Concerned Institutions on Seizing Future Opportunities
Guolian Securities: Recommend Investing in Electric Vehicle Demand Response During El Niño Period
From the industry's perspective, electric vehicle demand response, charging stations, ocean wind, high-voltage transmission, energy storage, and hydrogen energy will continue to maintain rapid growth. Among them, electric vehicle demand response (virtual power plant), charging stations, ocean wind, high-voltage transmission, although currently estimated at a relatively low level, the sector's sustainability is strong, even if it enters the 7-8 month mid-month performance period, the stock price may experience fluctuations, but it still has opportunities for growth. Currently, the market is paying close attention to the El Niño effect in June-July and the electric power supply-demand tightness, with a focus on investing in electric vehicle demand response (virtual power plant, comprehensive energy management, electric grid digitalization, etc.)
CSC Securities: Current Military Industry Has High Value-for-Money Ratio, Adding at an Opportune Time
Currently, the military industry's overall PE is 60.71 times, which is historically low and close to the lowest point in June 2020. The average estimated value for the upper, middle, and lower reaches of the year is 26, 32, and 50 times, respectively. Therefore, the current military industry has a high value-for-money ratio, making it an opportunistic time to add. We recommend choosing stocks with high growth momentum, high product proportion, and rapid performance growth as the primary targets, followed by stocks with low valuations but potential for big changes.
Risk Warning
The above-referenced information and analysis are based on specific market conditions and certain assumptions, and do not mean that they are suitable for all future market situations. They do not constitute investment decisions or guarantees for readers. The market has risks, and investors should exercise caution.
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This article is first published on WeChat Public Number: An Enjoyment. The content of this article represents the author's personal opinion, and does not represent the views of Hexun.com. Investors should exercise caution when making investment decisions.