通信周跟踪：6G向天地一体化发展，英伟达推动AI-RAN商业化

山西证券11-21 02:06

（以下内容从山西证券《通信周跟踪：6G向天地一体化发展，英伟达推动AI-RAN商业化》研报附件原文摘录）投资要点行业动向：1）全球6G标准化工作正式启动，6G研发与应用迈入新阶段。上周，2024全球6G发展大会在上海成功举办，6G主题投资概念再度引发市场关注。根据ITU和3GPP的规划，6G标准制定将在2025年正式展开，在2027年确定技术路线图并正式起草，最终在2030年实现全球商用。...

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Hat提供的容器平台以及软银开发的E2EAI和RAN编排器。与传统o-RAN和v-ran相比，AI-RAN的特点之一是可以同时运行RAN和AI工作负载从而大幅提升设备利用率，利用5G低时延优势运行新型边缘AI应用，如自动驾驶、工厂多模态AI应用、机器人开发应用等。与单独的RAN相比，配置了AI-RAN（基于GB200NVL2）的站点最多可实现5年5倍的资本支出回报。我们认为英伟达AI-RAN解决方案的推出将大幅驱动5G专网在边缘计算的应用，国内运营商在边缘站点5G基站与GPU算力混合部署上具有丰富经验，随着商业模式的成熟未来或创造更高投资回报。建议关注：6G无线空口：中兴通讯、信科移动、通宇通讯、飞荣达、国博电子、灿勤科技、硕贝德；卫星互联网：上海瀚讯、铖昌科技、臻镭科技、天银机电、震有科技、航天环宇；AI-RAN：中兴通讯、紫光股份、神州数码、烽火通信、浪潮信息；运营商：中国移动、中国电信、中国联通、中国卫通。市场整体：本周（2024.11.11-2024.11.15）市场整体下跌，申万通信指数跌-2.12%，沪深300跌-3.29%，创业板指数跌-3.36%，上证综指跌-3.52%，深圳成指跌-3.70%，科创板指数跌-3.78%。细分板块中，周涨幅最高的前三板块为云计算（+3.19%）、运营商（+0.84%）、IDC（+0.07%）。从个股情况看，和而泰、中国联通、中国卫通、中国电信、中国移动涨幅领先，涨幅分别为+51.09%、+11.95%、+4.06%、+2.92%、+2.16%。源杰科技、瑞可达、剑桥科技、中国卫星、长光华芯跌幅居前，跌幅分别为-12.63%、-11.50%、-10.39%、-9.96%、-9.12%。风险提示：海外算力需求不及预期，国内运营商和互联网投资不及预期，市场竞争激烈导致价格下降超出预期，外部制裁升级。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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