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您记得要多笑哦
输赢不重要,重要的是开心啦。
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您记得要多笑哦
2021-09-10
$蔚来(NIO)$
撤了 没得搞[捂脸]
您记得要多笑哦
2020-11-17
$蔚来(NIO)$
[捂脸] [捂脸] [喷血] [喷血]
您记得要多笑哦
2020-02-26
$Digital Power Corp(DPW)$
怎么了你
您记得要多笑哦
2020-02-25
哈哈哈哈 目前不敢想
您记得要多笑哦
2020-02-10
$AMD(AMD)$
有机会买了
您记得要多笑哦
2020-02-07
这篇文章不错,转发给大家看看
@格隆汇:5G助力远程会诊!智能医疗概念股走强,行业迎来新风口?
您记得要多笑哦
2020-02-07
也快了
抱歉,原内容已删除
您记得要多笑哦
2020-02-06
这篇文章不错,转发给大家看看
抱歉,原内容已删除
您记得要多笑哦
2019-04-23
$信而富(XRF)$给我进
您记得要多笑哦
2019-04-17
$老虎证券(TIGR)$偷偷告诉你们 我买少啦[捂脸][捂脸][捂脸]
您记得要多笑哦
2019-04-12
$老虎证券(TIGR)$哈哈哈哈
您记得要多笑哦
2019-04-03
$如涵控股(RUHN)$ 跌
您记得要多笑哦
2019-03-26
输的不敢睡觉啦[捂脸][捂脸][捂脸][捂脸]
您记得要多笑哦
2019-03-26
$Digital Power Corp(DPW)$我错过了你
您记得要多笑哦
2019-03-23
$Digital Power Corp(DPW)$ 起飞了
您记得要多笑哦
2019-03-19
$蔚来(NIO)$ 跌呀
您记得要多笑哦
2019-03-17
$优信(UXIN)$ 可以进了吗?
您记得要多笑哦
2019-03-17
$新泽西能源(NJR)$ 可以进了吗?
您记得要多笑哦
2019-03-15
$小牛电动(NIU)$ 涨吗?
您记得要多笑哦
2019-03-07
$Fitbit Inc.(FIT)$ 搞早啦 妈蛋 坐等涨了
去老虎APP查看更多动态
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目前不敢想","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/980457781","isVote":1,"tweetType":1,"viewCount":1559,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":914191185,"gmtCreate":1581082193747,"gmtModify":1704343460941,"author":{"id":"3501076999271163","authorId":"3501076999271163","name":"您记得要多笑哦","avatar":"https://static.tigerbbs.com/0df17e8d3290bdd48c6ff69a65ad77bd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3501076999271163","authorIdStr":"3501076999271163"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/914191185","repostId":"915650781","repostType":1,"repost":{"id":915650781,"gmtCreate":1580824263443,"gmtModify":1704342452585,"author":{"id":"39105730803552","authorId":"39105730803552","name":"格隆汇","avatar":"https://static.tigerbbs.com/8774dfe20eceb38c9645128bb6e60684","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"39105730803552","authorIdStr":"39105730803552"},"themes":[],"title":"5G助力远程会诊!智能医疗概念股走强,行业迎来新风口?","htmlText":"新型冠状病毒感染的肺炎疫情持续发酵,根据相关数据统计,截至2月4日17时,国家卫生健康委收到31个省(自治区、直辖市)和新疆生产建设兵团累计报告确诊病例20520例,累计死亡病例426例,累计治愈出院病例688例,共有疑似病例23214例。市场相关人士认为,疫情应对过程中会显示两大趋势,一是远程会诊平台与线上问诊,开启互联网医疗新纪元;二是网格化筛查应对疫情,加速分级诊疗制度推行。受疫情影响,今日,智能医疗多股掀起涨停潮,据市场相关人士表示,2003年非典促进电商平台、游戏行业的迅猛发展,随着5G建设的快速推进以及疫情的催化,5G远程会诊将成为远程医疗重要应用,相关投资者可适当关注该板块内的相关个股。(图片来源:同花顺iFinD)目前,为了让患者得到明确的就医指导,避免造成新的聚集性感染以及缓解医疗资源的紧缺,全国多所医院都开始搭建5G+远程医疗平台,平安好医生、阿里健康等第三方平台也推出了针对性的线上咨询服务。由华为提供技术支撑的火神山亿元首个“远程会诊平台”也已投入使用,后期的5G网络也将支持火神山远程会诊,雷神山医院的5G网络目前也已经开通;据专家介绍,通过这一平台,远在北京的优质医疗专家资源,可通过远程视频连线的方式,与火神山医院的一线医务人员一同对病患进行远程会诊。(图片来源:微博)除火神山医院外,日前由华为及中国电信提供支持的5G远程会诊平台也已在华中科技大学协和医院投入使用。据市场相关人士表示,在新型冠状病毒感染的肺炎疫情持续发酵的背景之下,全国各地的医院将陆续开展远程会诊平台。东兴证券指出,远程医疗之所以会成为解决疫情的核心推动力和代表行业,主要在于互联网产品的优势。在线交流能免除面对面的接触或集聚高危人群,在流行性传染病爆发期能帮助有效解决用户多方面的痛点。市场人士认为,电子病历升级改造、医联体建设、DRGs体系建立等因素将对2020年及以后的行业需","listText":"新型冠状病毒感染的肺炎疫情持续发酵,根据相关数据统计,截至2月4日17时,国家卫生健康委收到31个省(自治区、直辖市)和新疆生产建设兵团累计报告确诊病例20520例,累计死亡病例426例,累计治愈出院病例688例,共有疑似病例23214例。市场相关人士认为,疫情应对过程中会显示两大趋势,一是远程会诊平台与线上问诊,开启互联网医疗新纪元;二是网格化筛查应对疫情,加速分级诊疗制度推行。受疫情影响,今日,智能医疗多股掀起涨停潮,据市场相关人士表示,2003年非典促进电商平台、游戏行业的迅猛发展,随着5G建设的快速推进以及疫情的催化,5G远程会诊将成为远程医疗重要应用,相关投资者可适当关注该板块内的相关个股。(图片来源:同花顺iFinD)目前,为了让患者得到明确的就医指导,避免造成新的聚集性感染以及缓解医疗资源的紧缺,全国多所医院都开始搭建5G+远程医疗平台,平安好医生、阿里健康等第三方平台也推出了针对性的线上咨询服务。由华为提供技术支撑的火神山亿元首个“远程会诊平台”也已投入使用,后期的5G网络也将支持火神山远程会诊,雷神山医院的5G网络目前也已经开通;据专家介绍,通过这一平台,远在北京的优质医疗专家资源,可通过远程视频连线的方式,与火神山医院的一线医务人员一同对病患进行远程会诊。(图片来源:微博)除火神山医院外,日前由华为及中国电信提供支持的5G远程会诊平台也已在华中科技大学协和医院投入使用。据市场相关人士表示,在新型冠状病毒感染的肺炎疫情持续发酵的背景之下,全国各地的医院将陆续开展远程会诊平台。东兴证券指出,远程医疗之所以会成为解决疫情的核心推动力和代表行业,主要在于互联网产品的优势。在线交流能免除面对面的接触或集聚高危人群,在流行性传染病爆发期能帮助有效解决用户多方面的痛点。市场人士认为,电子病历升级改造、医联体建设、DRGs体系建立等因素将对2020年及以后的行业需","text":"新型冠状病毒感染的肺炎疫情持续发酵,根据相关数据统计,截至2月4日17时,国家卫生健康委收到31个省(自治区、直辖市)和新疆生产建设兵团累计报告确诊病例20520例,累计死亡病例426例,累计治愈出院病例688例,共有疑似病例23214例。市场相关人士认为,疫情应对过程中会显示两大趋势,一是远程会诊平台与线上问诊,开启互联网医疗新纪元;二是网格化筛查应对疫情,加速分级诊疗制度推行。受疫情影响,今日,智能医疗多股掀起涨停潮,据市场相关人士表示,2003年非典促进电商平台、游戏行业的迅猛发展,随着5G建设的快速推进以及疫情的催化,5G远程会诊将成为远程医疗重要应用,相关投资者可适当关注该板块内的相关个股。(图片来源:同花顺iFinD)目前,为了让患者得到明确的就医指导,避免造成新的聚集性感染以及缓解医疗资源的紧缺,全国多所医院都开始搭建5G+远程医疗平台,平安好医生、阿里健康等第三方平台也推出了针对性的线上咨询服务。由华为提供技术支撑的火神山亿元首个“远程会诊平台”也已投入使用,后期的5G网络也将支持火神山远程会诊,雷神山医院的5G网络目前也已经开通;据专家介绍,通过这一平台,远在北京的优质医疗专家资源,可通过远程视频连线的方式,与火神山医院的一线医务人员一同对病患进行远程会诊。(图片来源:微博)除火神山医院外,日前由华为及中国电信提供支持的5G远程会诊平台也已在华中科技大学协和医院投入使用。据市场相关人士表示,在新型冠状病毒感染的肺炎疫情持续发酵的背景之下,全国各地的医院将陆续开展远程会诊平台。东兴证券指出,远程医疗之所以会成为解决疫情的核心推动力和代表行业,主要在于互联网产品的优势。在线交流能免除面对面的接触或集聚高危人群,在流行性传染病爆发期能帮助有效解决用户多方面的痛点。市场人士认为,电子病历升级改造、医联体建设、DRGs体系建立等因素将对2020年及以后的行业需","images":[{"img":"https://static.tigerbbs.com/12d75366e776d3a198619c2ca729542a"},{"img":"https://static.tigerbbs.com/b720d22acea02188a841a8183dd2de6d"},{"img":"https://static.tigerbbs.com/ce844f0d44daf66dac97dfb539a50275"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/915650781","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":10,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":855,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":914193471,"gmtCreate":1581082088993,"gmtModify":1704343459578,"author":{"id":"3501076999271163","authorId":"3501076999271163","name":"您记得要多笑哦","avatar":"https://static.tigerbbs.com/0df17e8d3290bdd48c6ff69a65ad77bd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3501076999271163","authorIdStr":"3501076999271163"},"themes":[],"htmlText":"也快了","listText":"也快了","text":"也快了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/914193471","repostId":"1906520448","repostType":2,"repost":{"id":"1906520448","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1559780160,"share":"https://www.laohu8.com/m/news/1906520448?lang=&edition=full","pubTime":"2019-06-06 08:16","market":"hk","language":"zh","title":"工信部今日发放5G商用牌照,哪些股最受益(名单)","url":"https://stock-news.laohu8.com/highlight/detail?id=1906520448","media":"老虎资讯综合","summary":"人民日报官方推特账号6月5日晚发布消息,中国将于6月6日发放5G商用牌照。此前6月3日,新华社报道称,工信部将于近期发放5G商用牌照,5G概念股已经连日大涨。","content":"<p>央视新闻称,工信部今日发放5G商用牌照。</p>\n<p>人民日报官方推特账号6月5日晚发布消息,中国将于6月6日发放<span>5G </span>商用牌照。此前6月3日,新华社报道称,工信部将于近期发放5G商用牌照,5G概念股已经连日大涨。</p>\n<p><b>中国即将正式下发4张5G商用牌照</b></p>\n<p>据财新报道,工信部将于今天(6月6日)正式发放5G商用牌照,中国移动<a href=\"https://laohu8.com/S/00941\">$(00941)$</a>、中国电信<a href=\"https://laohu8.com/S/00728\">$(00728)$</a>、中国联通<a href=\"https://laohu8.com/S/00762\">$(00762)$</a>加上中国广播电视网络有限公司有望获牌,这意味着中国宣布正式进入5G商用元年。<img src=\"https://static.tigerbbs.com/6e04ef5b624b56d1d85bad4889749c10\"><b>延伸阅读:</b></p>\n<p><b><span>重磅!中国正式下发4张5G商用牌照 哪些股最受益(名单)</span></b></p>\n<p><span>导语 从2月份第一轮5G行情开启后,截至6月5日,4个多月时间内,5G涨幅已超过30%。那么,5G接下来会开启新一轮行情还是走入“见光死”的漩涡之中?联讯证券认为,“见光死”概率小,有中长期操作机会。</span></p>\n<p>6月6日,工信部向中国电信、中国移动、中国联通、中国广电发放5G商用牌照。</p>\n<p>工信部表示,为贯彻落实中央经济工作会议精神,加快5G商用步伐,依据《中华人民共和国电信条例》,对《电信业务分类目录(2015年版)》进行了修订。《目录》在A类“基础电信业务”,“A12蜂窝移动通信业务”类别下,增设“A12-4 第五代数字蜂窝移动通信业务”业务子类。具体业务表述为:“第五代数字蜂窝移动通信业务是指利用第五代数字蜂窝移动通信网提供的语音、数据、多媒体通信等业务”。其他业务维持不变。</p>\n<p><b>来势汹汹的5G</b></p>\n<p>2018年12月,工信部向中国移动、中国联通和中国电信发放了5G网络试验牌照。2019年1月下旬,工信部发布消息称,目前5G技术研发试验第三阶段已基本完成,5G的商用已具备现实基础。受利好消息提振,进入2月后,5G行情开始爆发,仅一个多月的时间,5G指数涨幅逾40%。</p>\n<p><img src=\"https://static.tigerbbs.com/3cf44b4c0041df63ec0ce130c928250f\"></p>\n<p>3月上旬,工信部部长在两会上回应,5G牌照将会很快发放;3月30日,上海副市长吴清拨通了首个5G手机通话。上海虹口区也成了建成并试用5G网络的全球首个行政区域。随后,5G开启第二轮行情。从2月份第一轮5G行情开启后,近3个月时间内,5G指数上涨逾50%。4月22日,5G指数一度触及最高点1249.67。</p>\n<p><img src=\"https://static.tigerbbs.com/c5a8e3f71e749a8649ec8c1f9d1a707b\"></p>\n<p>5月21日,工信部表示,我国5G基本达到商用水平,将继续推动技术成熟和应用发展。6月3日,工信部宣布将于近期发放5G牌照。6月6日早间,工信部表示今日将发放5G商用牌照。从2月份第一轮5G行情开启后,截至6月5日,4个多月时间内,5G涨幅已超过30%。</p>\n<p><img src=\"https://static.tigerbbs.com/0195fedc690c6d6dcca00919f60c3d4d\"></p>\n<p>独立电信分析师付亮表示:“我国现在发放5G牌照,说明我国5G产业已做好了准备。中国有能力让全世界看看,什么是全球领先的5G网络。”</p>\n<p>那么,5G接下来会开启新一轮行情还是走入“见光死”的漩涡之中?让我们拭目以待。</p>\n<p><b>券商解读:5G会“见光死”吗,哪些股最有机会?</b></p>\n<p>联讯证券康崇利对腾讯财讯表示,5G商用牌照的市场原预期是今年九月份会推出。但是,从目前政策扶持的力度上去看,节奏正在加快,更有传闻可能今天就会正式发放牌照。今年其实美国、英国还有韩国已经正式推出了5G商用,全球的5G步伐也已经在加快。中国的一些设备厂商在这方面具备突出的优势,所以目前推出的时机比较成熟。</p>\n<p>如果说从5G之前3G、4G的发展节奏来看,2009年推出的3G,2013年推出的4G市场的反应还都是不错的,相关板块指数是有一年甚至一年半的涨幅。所以,在正式推出之后,5G市场“见光死”的概率比较小,会有中长期的操作机会。</p>\n<p>今年上半年5G相关板块上涨时,都是以东方通信为龙头出现的上行。但是东方通信的主营业务跟5G不是十分密切。所以,东方通信的炒作更多以游资炒作为主,且运行方式比较强悍,是连续拉涨停的运行方式。但是最近这一周5G板块的启动,是中兴通讯这种比较正宗的设备厂商出现了上涨。而且上涨过程不是非常快,基本上是波段性的伤情。所以,近日炒作概念的成分降低,而主流设备股受到了机构资金关注,更为主流的头部企业出现趋势性上涨,这也是更良性的上涨节奏</p>\n<p>安信证券认为,工信部今日发放5G商用牌照,已在市场预期之中,发放5G牌照,表现5G商用又近了一步,有利于我们抢站5G制高点。二级市场来看,近期5G概念表现较强,市场已运作充分,消息落地后,短期行情或将分化。不过5G是贯穿全年主题,发放牌照只是第一步,后面还有更重要的要作,如毫米波频段应该很快确定、基站建设等存在较多的市场机会,短期射频器件和光模块领域弹性大,而中长期运营商、主设备和PCB为代表的5G白马股业绩确定性高。</p>\n<p><b>相关个股解读</b></p>\n<p>国信证券认为,5G板块可关注以下标的:</p>\n<p><img src=\"https://static.tigerbbs.com/17a9a08a56482d64fa63b7afacea26d8\"><img src=\"https://static.tigerbbs.com/6e7a0779bc6defc20eaf25c5122042dc\"><img src=\"https://static.tigerbbs.com/033d91d1a5b722ad2ef9655ef1c70dfc\"></p>\n<p>中信建投证券则给出了5G行业完整产业链结构,可重点关注产业链上受益较大的个股。</p>\n<p><img src=\"https://static.tigerbbs.com/49655b06759264a516a6f700e851efbf\"></p>\n<p><b>5G概念股细分</b></p>\n<p>运营商:中国移动、中国电信、中国联通、鹏博士。</p>\n<p>网络规划设计公司:吉大通信、国脉科技、宜通世纪、富春股份、杰赛科技。</p>\n<p>基站天线:通宇通讯、京信通信、摩比发展、盛路通信、梅泰诺、虹信通信。</p>\n<p>基站射频滤波器公司:武汉凡谷、大富科技、东山精密、春兴精工、通宇通讯、京信通信、摩比发展、欣天科技、金信诺。</p>\n<p>主设备商:中兴通讯、烽火通信、</p>\n<p>网络优化:中通国脉、世纪鼎利、宜通世纪、华星创业、三维通信、三元达、邦讯技术、国脉科技、海格通信、宜通世纪、中富通、超讯通信。</p>\n<p>小基站:邦讯技术、中兴通讯、日海通讯、京信通信、超讯通信。</p>\n<p>SDN/NFV:中兴通讯、烽火通信、星网锐捷。</p>\n<p>光纤光缆:亨通光电、中天科技、长飞光纤光缆、烽火通信、通鼎互联、特发信息。</p>\n<p>光模块:光迅科技、中际装备、新易盛、博创科技、天孚通信。</p>\n<p>光通信设备:中兴通讯、烽火通信。</p>\n<p>终端信号处理系统:麦捷科技、信维通信、硕贝德、顺络电子、国民技术、爱施德。</p>\n<p>终端射频材料:三安光电、飞荣达、电连技术、瑞声科技、三环集团。</p>\n<p><b>多家公司回应与5G无关</b></p>\n<p>就在5G概念如火如荼的同时,多家上市公司今日晚间发布提示风险或澄清公告称,公司不涉及5G业务。</p>\n<p>连续三日涨停的华脉科技发布公告称,截至目前,公司主营业务没有发生变化。公司主要产品为配线架/柜、光分路器、光缆、合路器、室外天线等。截至目前,公司没有与5G通信网络建设相关的营业收入。</p>\n<p>铭普光磁公告称,公司部分产品与5G有关,目前公司与5G相关产品的交易金额不大,尚处于市场开拓阶段。公司注意到有关5G商用牌照可能近期发放的相关报道,公司预计即使5G商用牌照发放后,要形成市场规模尚需时日,短期内对公司业绩增长带动有限。该公司股票已连续6个交易日涨停。</p>\n<p>广电网络公告称,近日,部分媒体报道了有关5G牌照发放的消息。比如,“工信部将于近期发放5G商用牌照”;“业内人士认为,5G商用牌照最快可能于本周就发放,且可能发放给中国移动、中国电信、中国联通、广电网络四家企业”等。公司对此特别说明称,广电行业正在申请5G牌照的是中国广播电视网络有限公司,而不是本公司,公司与中国广播电视网络有限公司不存在股权关系。</p>\n<p>此前,华虹计通在互动平台表示,公司目前并无5G产品规划,在物联网领域公司围绕RFID技术和传感技术开展软件产品的应用与开发。南京熊猫在互动平台上表示,目前,公司无与5G相关的成熟产品,也没有与此相应的销售收入。</p>","collect":0,"html":"<!DOCTYPE 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n工信部今日发放5G商用牌照,哪些股最受益(名单)\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2019-06-06 08:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>央视新闻称,工信部今日发放5G商用牌照。</p>\n<p>人民日报官方推特账号6月5日晚发布消息,中国将于6月6日发放<span>5G </span>商用牌照。此前6月3日,新华社报道称,工信部将于近期发放5G商用牌照,5G概念股已经连日大涨。</p>\n<p><b>中国即将正式下发4张5G商用牌照</b></p>\n<p>据财新报道,工信部将于今天(6月6日)正式发放5G商用牌照,中国移动<a href=\"https://laohu8.com/S/00941\">$(00941)$</a>、中国电信<a href=\"https://laohu8.com/S/00728\">$(00728)$</a>、中国联通<a href=\"https://laohu8.com/S/00762\">$(00762)$</a>加上中国广播电视网络有限公司有望获牌,这意味着中国宣布正式进入5G商用元年。<img src=\"https://static.tigerbbs.com/6e04ef5b624b56d1d85bad4889749c10\"><b>延伸阅读:</b></p>\n<p><b><span>重磅!中国正式下发4张5G商用牌照 哪些股最受益(名单)</span></b></p>\n<p><span>导语 从2月份第一轮5G行情开启后,截至6月5日,4个多月时间内,5G涨幅已超过30%。那么,5G接下来会开启新一轮行情还是走入“见光死”的漩涡之中?联讯证券认为,“见光死”概率小,有中长期操作机会。</span></p>\n<p>6月6日,工信部向中国电信、中国移动、中国联通、中国广电发放5G商用牌照。</p>\n<p>工信部表示,为贯彻落实中央经济工作会议精神,加快5G商用步伐,依据《中华人民共和国电信条例》,对《电信业务分类目录(2015年版)》进行了修订。《目录》在A类“基础电信业务”,“A12蜂窝移动通信业务”类别下,增设“A12-4 第五代数字蜂窝移动通信业务”业务子类。具体业务表述为:“第五代数字蜂窝移动通信业务是指利用第五代数字蜂窝移动通信网提供的语音、数据、多媒体通信等业务”。其他业务维持不变。</p>\n<p><b>来势汹汹的5G</b></p>\n<p>2018年12月,工信部向中国移动、中国联通和中国电信发放了5G网络试验牌照。2019年1月下旬,工信部发布消息称,目前5G技术研发试验第三阶段已基本完成,5G的商用已具备现实基础。受利好消息提振,进入2月后,5G行情开始爆发,仅一个多月的时间,5G指数涨幅逾40%。</p>\n<p><img src=\"https://static.tigerbbs.com/3cf44b4c0041df63ec0ce130c928250f\"></p>\n<p>3月上旬,工信部部长在两会上回应,5G牌照将会很快发放;3月30日,上海副市长吴清拨通了首个5G手机通话。上海虹口区也成了建成并试用5G网络的全球首个行政区域。随后,5G开启第二轮行情。从2月份第一轮5G行情开启后,近3个月时间内,5G指数上涨逾50%。4月22日,5G指数一度触及最高点1249.67。</p>\n<p><img src=\"https://static.tigerbbs.com/c5a8e3f71e749a8649ec8c1f9d1a707b\"></p>\n<p>5月21日,工信部表示,我国5G基本达到商用水平,将继续推动技术成熟和应用发展。6月3日,工信部宣布将于近期发放5G牌照。6月6日早间,工信部表示今日将发放5G商用牌照。从2月份第一轮5G行情开启后,截至6月5日,4个多月时间内,5G涨幅已超过30%。</p>\n<p><img src=\"https://static.tigerbbs.com/0195fedc690c6d6dcca00919f60c3d4d\"></p>\n<p>独立电信分析师付亮表示:“我国现在发放5G牌照,说明我国5G产业已做好了准备。中国有能力让全世界看看,什么是全球领先的5G网络。”</p>\n<p>那么,5G接下来会开启新一轮行情还是走入“见光死”的漩涡之中?让我们拭目以待。</p>\n<p><b>券商解读:5G会“见光死”吗,哪些股最有机会?</b></p>\n<p>联讯证券康崇利对腾讯财讯表示,5G商用牌照的市场原预期是今年九月份会推出。但是,从目前政策扶持的力度上去看,节奏正在加快,更有传闻可能今天就会正式发放牌照。今年其实美国、英国还有韩国已经正式推出了5G商用,全球的5G步伐也已经在加快。中国的一些设备厂商在这方面具备突出的优势,所以目前推出的时机比较成熟。</p>\n<p>如果说从5G之前3G、4G的发展节奏来看,2009年推出的3G,2013年推出的4G市场的反应还都是不错的,相关板块指数是有一年甚至一年半的涨幅。所以,在正式推出之后,5G市场“见光死”的概率比较小,会有中长期的操作机会。</p>\n<p>今年上半年5G相关板块上涨时,都是以东方通信为龙头出现的上行。但是东方通信的主营业务跟5G不是十分密切。所以,东方通信的炒作更多以游资炒作为主,且运行方式比较强悍,是连续拉涨停的运行方式。但是最近这一周5G板块的启动,是中兴通讯这种比较正宗的设备厂商出现了上涨。而且上涨过程不是非常快,基本上是波段性的伤情。所以,近日炒作概念的成分降低,而主流设备股受到了机构资金关注,更为主流的头部企业出现趋势性上涨,这也是更良性的上涨节奏</p>\n<p>安信证券认为,工信部今日发放5G商用牌照,已在市场预期之中,发放5G牌照,表现5G商用又近了一步,有利于我们抢站5G制高点。二级市场来看,近期5G概念表现较强,市场已运作充分,消息落地后,短期行情或将分化。不过5G是贯穿全年主题,发放牌照只是第一步,后面还有更重要的要作,如毫米波频段应该很快确定、基站建设等存在较多的市场机会,短期射频器件和光模块领域弹性大,而中长期运营商、主设备和PCB为代表的5G白马股业绩确定性高。</p>\n<p><b>相关个股解读</b></p>\n<p>国信证券认为,5G板块可关注以下标的:</p>\n<p><img src=\"https://static.tigerbbs.com/17a9a08a56482d64fa63b7afacea26d8\"><img src=\"https://static.tigerbbs.com/6e7a0779bc6defc20eaf25c5122042dc\"><img src=\"https://static.tigerbbs.com/033d91d1a5b722ad2ef9655ef1c70dfc\"></p>\n<p>中信建投证券则给出了5G行业完整产业链结构,可重点关注产业链上受益较大的个股。</p>\n<p><img src=\"https://static.tigerbbs.com/49655b06759264a516a6f700e851efbf\"></p>\n<p><b>5G概念股细分</b></p>\n<p>运营商:中国移动、中国电信、中国联通、鹏博士。</p>\n<p>网络规划设计公司:吉大通信、国脉科技、宜通世纪、富春股份、杰赛科技。</p>\n<p>基站天线:通宇通讯、京信通信、摩比发展、盛路通信、梅泰诺、虹信通信。</p>\n<p>基站射频滤波器公司:武汉凡谷、大富科技、东山精密、春兴精工、通宇通讯、京信通信、摩比发展、欣天科技、金信诺。</p>\n<p>主设备商:中兴通讯、烽火通信、</p>\n<p>网络优化:中通国脉、世纪鼎利、宜通世纪、华星创业、三维通信、三元达、邦讯技术、国脉科技、海格通信、宜通世纪、中富通、超讯通信。</p>\n<p>小基站:邦讯技术、中兴通讯、日海通讯、京信通信、超讯通信。</p>\n<p>SDN/NFV:中兴通讯、烽火通信、星网锐捷。</p>\n<p>光纤光缆:亨通光电、中天科技、长飞光纤光缆、烽火通信、通鼎互联、特发信息。</p>\n<p>光模块:光迅科技、中际装备、新易盛、博创科技、天孚通信。</p>\n<p>光通信设备:中兴通讯、烽火通信。</p>\n<p>终端信号处理系统:麦捷科技、信维通信、硕贝德、顺络电子、国民技术、爱施德。</p>\n<p>终端射频材料:三安光电、飞荣达、电连技术、瑞声科技、三环集团。</p>\n<p><b>多家公司回应与5G无关</b></p>\n<p>就在5G概念如火如荼的同时,多家上市公司今日晚间发布提示风险或澄清公告称,公司不涉及5G业务。</p>\n<p>连续三日涨停的华脉科技发布公告称,截至目前,公司主营业务没有发生变化。公司主要产品为配线架/柜、光分路器、光缆、合路器、室外天线等。截至目前,公司没有与5G通信网络建设相关的营业收入。</p>\n<p>铭普光磁公告称,公司部分产品与5G有关,目前公司与5G相关产品的交易金额不大,尚处于市场开拓阶段。公司注意到有关5G商用牌照可能近期发放的相关报道,公司预计即使5G商用牌照发放后,要形成市场规模尚需时日,短期内对公司业绩增长带动有限。该公司股票已连续6个交易日涨停。</p>\n<p>广电网络公告称,近日,部分媒体报道了有关5G牌照发放的消息。比如,“工信部将于近期发放5G商用牌照”;“业内人士认为,5G商用牌照最快可能于本周就发放,且可能发放给中国移动、中国电信、中国联通、广电网络四家企业”等。公司对此特别说明称,广电行业正在申请5G牌照的是中国广播电视网络有限公司,而不是本公司,公司与中国广播电视网络有限公司不存在股权关系。</p>\n<p>此前,华虹计通在互动平台表示,公司目前并无5G产品规划,在物联网领域公司围绕RFID技术和传感技术开展软件产品的应用与开发。南京熊猫在互动平台上表示,目前,公司无与5G相关的成熟产品,也没有与此相应的销售收入。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/43dc0aa825cdcb25834244c7085f0f40","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1906520448","content_text":"央视新闻称,工信部今日发放5G商用牌照。\n人民日报官方推特账号6月5日晚发布消息,中国将于6月6日发放5G 商用牌照。此前6月3日,新华社报道称,工信部将于近期发放5G商用牌照,5G概念股已经连日大涨。\n中国即将正式下发4张5G商用牌照\n据财新报道,工信部将于今天(6月6日)正式发放5G商用牌照,中国移动$(00941)$、中国电信$(00728)$、中国联通$(00762)$加上中国广播电视网络有限公司有望获牌,这意味着中国宣布正式进入5G商用元年。延伸阅读:\n重磅!中国正式下发4张5G商用牌照 哪些股最受益(名单)\n导语 从2月份第一轮5G行情开启后,截至6月5日,4个多月时间内,5G涨幅已超过30%。那么,5G接下来会开启新一轮行情还是走入“见光死”的漩涡之中?联讯证券认为,“见光死”概率小,有中长期操作机会。\n6月6日,工信部向中国电信、中国移动、中国联通、中国广电发放5G商用牌照。\n工信部表示,为贯彻落实中央经济工作会议精神,加快5G商用步伐,依据《中华人民共和国电信条例》,对《电信业务分类目录(2015年版)》进行了修订。《目录》在A类“基础电信业务”,“A12蜂窝移动通信业务”类别下,增设“A12-4 第五代数字蜂窝移动通信业务”业务子类。具体业务表述为:“第五代数字蜂窝移动通信业务是指利用第五代数字蜂窝移动通信网提供的语音、数据、多媒体通信等业务”。其他业务维持不变。\n来势汹汹的5G\n2018年12月,工信部向中国移动、中国联通和中国电信发放了5G网络试验牌照。2019年1月下旬,工信部发布消息称,目前5G技术研发试验第三阶段已基本完成,5G的商用已具备现实基础。受利好消息提振,进入2月后,5G行情开始爆发,仅一个多月的时间,5G指数涨幅逾40%。\n\n3月上旬,工信部部长在两会上回应,5G牌照将会很快发放;3月30日,上海副市长吴清拨通了首个5G手机通话。上海虹口区也成了建成并试用5G网络的全球首个行政区域。随后,5G开启第二轮行情。从2月份第一轮5G行情开启后,近3个月时间内,5G指数上涨逾50%。4月22日,5G指数一度触及最高点1249.67。\n\n5月21日,工信部表示,我国5G基本达到商用水平,将继续推动技术成熟和应用发展。6月3日,工信部宣布将于近期发放5G牌照。6月6日早间,工信部表示今日将发放5G商用牌照。从2月份第一轮5G行情开启后,截至6月5日,4个多月时间内,5G涨幅已超过30%。\n\n独立电信分析师付亮表示:“我国现在发放5G牌照,说明我国5G产业已做好了准备。中国有能力让全世界看看,什么是全球领先的5G网络。”\n那么,5G接下来会开启新一轮行情还是走入“见光死”的漩涡之中?让我们拭目以待。\n券商解读:5G会“见光死”吗,哪些股最有机会?\n联讯证券康崇利对腾讯财讯表示,5G商用牌照的市场原预期是今年九月份会推出。但是,从目前政策扶持的力度上去看,节奏正在加快,更有传闻可能今天就会正式发放牌照。今年其实美国、英国还有韩国已经正式推出了5G商用,全球的5G步伐也已经在加快。中国的一些设备厂商在这方面具备突出的优势,所以目前推出的时机比较成熟。\n如果说从5G之前3G、4G的发展节奏来看,2009年推出的3G,2013年推出的4G市场的反应还都是不错的,相关板块指数是有一年甚至一年半的涨幅。所以,在正式推出之后,5G市场“见光死”的概率比较小,会有中长期的操作机会。\n今年上半年5G相关板块上涨时,都是以东方通信为龙头出现的上行。但是东方通信的主营业务跟5G不是十分密切。所以,东方通信的炒作更多以游资炒作为主,且运行方式比较强悍,是连续拉涨停的运行方式。但是最近这一周5G板块的启动,是中兴通讯这种比较正宗的设备厂商出现了上涨。而且上涨过程不是非常快,基本上是波段性的伤情。所以,近日炒作概念的成分降低,而主流设备股受到了机构资金关注,更为主流的头部企业出现趋势性上涨,这也是更良性的上涨节奏\n安信证券认为,工信部今日发放5G商用牌照,已在市场预期之中,发放5G牌照,表现5G商用又近了一步,有利于我们抢站5G制高点。二级市场来看,近期5G概念表现较强,市场已运作充分,消息落地后,短期行情或将分化。不过5G是贯穿全年主题,发放牌照只是第一步,后面还有更重要的要作,如毫米波频段应该很快确定、基站建设等存在较多的市场机会,短期射频器件和光模块领域弹性大,而中长期运营商、主设备和PCB为代表的5G白马股业绩确定性高。\n相关个股解读\n国信证券认为,5G板块可关注以下标的:\n\n中信建投证券则给出了5G行业完整产业链结构,可重点关注产业链上受益较大的个股。\n\n5G概念股细分\n运营商:中国移动、中国电信、中国联通、鹏博士。\n网络规划设计公司:吉大通信、国脉科技、宜通世纪、富春股份、杰赛科技。\n基站天线:通宇通讯、京信通信、摩比发展、盛路通信、梅泰诺、虹信通信。\n基站射频滤波器公司:武汉凡谷、大富科技、东山精密、春兴精工、通宇通讯、京信通信、摩比发展、欣天科技、金信诺。\n主设备商:中兴通讯、烽火通信、\n网络优化:中通国脉、世纪鼎利、宜通世纪、华星创业、三维通信、三元达、邦讯技术、国脉科技、海格通信、宜通世纪、中富通、超讯通信。\n小基站:邦讯技术、中兴通讯、日海通讯、京信通信、超讯通信。\nSDN/NFV:中兴通讯、烽火通信、星网锐捷。\n光纤光缆:亨通光电、中天科技、长飞光纤光缆、烽火通信、通鼎互联、特发信息。\n光模块:光迅科技、中际装备、新易盛、博创科技、天孚通信。\n光通信设备:中兴通讯、烽火通信。\n终端信号处理系统:麦捷科技、信维通信、硕贝德、顺络电子、国民技术、爱施德。\n终端射频材料:三安光电、飞荣达、电连技术、瑞声科技、三环集团。\n多家公司回应与5G无关\n就在5G概念如火如荼的同时,多家上市公司今日晚间发布提示风险或澄清公告称,公司不涉及5G业务。\n连续三日涨停的华脉科技发布公告称,截至目前,公司主营业务没有发生变化。公司主要产品为配线架/柜、光分路器、光缆、合路器、室外天线等。截至目前,公司没有与5G通信网络建设相关的营业收入。\n铭普光磁公告称,公司部分产品与5G有关,目前公司与5G相关产品的交易金额不大,尚处于市场开拓阶段。公司注意到有关5G商用牌照可能近期发放的相关报道,公司预计即使5G商用牌照发放后,要形成市场规模尚需时日,短期内对公司业绩增长带动有限。该公司股票已连续6个交易日涨停。\n广电网络公告称,近日,部分媒体报道了有关5G牌照发放的消息。比如,“工信部将于近期发放5G商用牌照”;“业内人士认为,5G商用牌照最快可能于本周就发放,且可能发放给中国移动、中国电信、中国联通、广电网络四家企业”等。公司对此特别说明称,广电行业正在申请5G牌照的是中国广播电视网络有限公司,而不是本公司,公司与中国广播电视网络有限公司不存在股权关系。\n此前,华虹计通在互动平台表示,公司目前并无5G产品规划,在物联网领域公司围绕RFID技术和传感技术开展软件产品的应用与开发。南京熊猫在互动平台上表示,目前,公司无与5G相关的成熟产品,也没有与此相应的销售收入。","news_type":1},"isVote":1,"tweetType":1,"viewCount":843,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":915715900,"gmtCreate":1580926303000,"gmtModify":1704342956075,"author":{"id":"3501076999271163","authorId":"3501076999271163","name":"您记得要多笑哦","avatar":"https://static.tigerbbs.com/0df17e8d3290bdd48c6ff69a65ad77bd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3501076999271163","authorIdStr":"3501076999271163"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/915715900","repostId":"1104960949","repostType":4,"isVote":1,"tweetType":1,"viewCount":974,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":466372,"gmtCreate":1555006386313,"gmtModify":1704797847904,"author":{"id":"3501076999271163","authorId":"3501076999271163","name":"您记得要多笑哦","avatar":"https://static.tigerbbs.com/0df17e8d3290bdd48c6ff69a65ad77bd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3501076999271163","authorIdStr":"3501076999271163"},"themes":[],"htmlText":"$老虎证券(TIGR)$哈哈哈哈","listText":"$老虎证券(TIGR)$哈哈哈哈","text":"$老虎证券(TIGR)$哈哈哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/466372","isVote":1,"tweetType":1,"viewCount":785,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":455072,"gmtCreate":1554302519867,"gmtModify":1704796408061,"author":{"id":"3501076999271163","authorId":"3501076999271163","name":"您记得要多笑哦","avatar":"https://static.tigerbbs.com/0df17e8d3290bdd48c6ff69a65ad77bd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3501076999271163","authorIdStr":"3501076999271163"},"themes":[],"htmlText":"$如涵控股(RUHN)$ 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