After peaking in March, it has been falling continuously. Since July, the stock price has been suppressed by the half-year line for a long time, and now it has almost fallen by half. Because the underlying logic supporting the stock price is performance expectation, and the expectation of 202 1 for 5G equipment is really not high, the main funds are unwilling to interfere with this stall.
It is foreseeable that if overseas markets can't open up the situation, 5G equipment stocks will still be very uncomfortable at 202 1. And the 5G application is likely to usher in a wave of hype!
It may be a little incorrect. At present, it seems that the demand for 5G on the civilian side has not yet been shown, and the impression brought to users is far less shocking than that of 3G to 4 G. Why should I spend more money on the operation that a cheap and stable 4G network can achieve? 5G with insufficient signal coverage? Therefore, at present, the most practical for 5G applications is the field of vehicle networking, and a breakthrough must be made in this respect. Otherwise, the light input will not be generated, so this is a bottomless pit.