On January 5th, the investment strategy of Sina Finance 221 will be hot! Looking forward to 221, Jun Yu (analyst Jin Qilin) of China Merchants Securities said at the strategy meeting that since the issuance of the 5g license, the overall valuation of the communications sector has dropped from 37.1 (December 27, 219) at the beginning of the year to 36.27 (December 27, 22), which is basically the same as that at the beginning of 22 and still at a historical low level.

He said that in 221, the beta opportunities of the sector will be weakened, so it is necessary to pay attention to the alpha opportunities of individual stocks. He further pointed out that looking back at the 3G/4G cycle, the capital market showed an investment rhythm of raising the valuation first, driving investment through the valuation increase before and after the license, and expected landing after the license entered the scale construction stage, and turned to performance to achieve driven investment. The theme of future investment opportunities in the 5g industry will be performance-driven. After the issuance of the 5g license on June 6, 219, this year has entered the stage of scale construction. The relevant expectations of the communication industry have been implemented one after another, and they are getting closer to the high point of 5g construction expected by the market. Investment opportunities based on valuation improvement will gradually end, and the keynote of future investment opportunities will be cash in performance as the main driving factor.

why does the index value keep hitting new highs, but it keeps losing money? How will Britain's coaching change harm A shares? The trend of economic recovery in the world is not declining. Where will the company's profits regenerate and accumulate loans that are no longer fat? In 221, how to solve the fortune of amaranth and protect wealth? Netease Finance released this year's strategy meeting, invited 2+ Jin Qilin investment analysts and 5+ outstanding private equity fund managers to broadcast live, and created an all-star lineup for investors. It is also reflected in the other two application fields of daily life under the 5G subversion, namely, the power consumption coverage scenario and the low-latency and high-reliability scenario. In view of the proper term of Internet of Things technology, the masses are actually not unfamiliar with it. The Internet of Things technology, which mainly promotes the Internet of Things, has been popular in recent years.

the power consumption coverage of p>5G shows a new strong support point for the internet of things technology that must be widely used. According to Ceng Hao Yang's detailed introduction, 5G multi-source Internet of Things technology can complete a wireless repeater every 1 meters. At the level of low energy consumption, 5G can make terminal equipment more energy-saving. In the future intelligent building, sensors can be buried in concrete, and the service life can be as long as 1 years. Internet delay is often felt in Internet applications. The delay of 5G Internet will be reduced from 5ms of 4g to 1 ms.. What is the definition of this? That is to say, everyone will not shout cards online, and the Internet delay foundation of 5G will make each other unaware. The basic construction of 5G base station is an important part of China's infrastructure, which promotes the linkage of China's high-end manufacturing industry chain.