According to the recent institutional research reports, we will summarize the investment points of related industries for your reference:
1.Artificial Intelligence and the Digital Economy:
1) Network equipment infrastructure: ZTE, Unisplendour (000938), Ruijie Network, Dongtu Technology (300353), Yinghantong, Sanwang Communication, etc.;
2) Optical transceivers Optical devices: Zhongji Innolight (300308), Tianfu Communication (300394), Yuanjie Technology, Xinyisheng (300502), Borche Technology (300548), Shijia Photonics, Optical Library Technology (300620), Dingtong Technology, China Porcelain Electronics, Taichenguang (300570), Cambridge Technology (603083), Accelink Technology (002281);
3) Low valuation and high dividends: China Mobile, China Telecom, China Unicom;
4) IDC heat dissipation: Runze Technology, Runjian (002929), Unisplendour, Kehua Data, Aofei Data (300738), Invic (002837), Gaolan (300499), Sinnet (300383), Shenling Environment, Hailanxin (300065), Data Port (603881), etc.;
5) Cloud office and cloud application: Yealink Network (300628) is recommended, and it is recommended to pay attention to Starnet Ruijie (002396), Montnets Technology, and Huichang Communication (300578);
6) Communication + AIGC application: pay attention to color news shares (300634) and Montnets Technology.
2.6G vs. Satellite Internet:
The construction of national defense informatization has been accelerated, and military communications have made up for shortcomings; After the establishment of China Satellite Network, low-orbit satellites ushered in an accelerated stage of development, and it is recommended to pay attention to Shenglu Communication (002446), Xinke Mobile, Chengchang Technology, Shanghai Hanxun (300762), Higer Communications (002465), Hytera (002583), CTI Navigation (300627), etc.
3.Communication + New Energy:
1) Communication + Haifeng: Hengtong Optoelectronics (600487) and Zhongtian Technology (600522) are recommended;
2) Communication + intelligent vehicles: focus on lidar (Tianfu Communication, Zhongji Innolight, Optical Library Technology, etc.), module terminals (Fibocom (300638), MeiG Intelligent (002881), Quectel Communications (603236), Queclink Communications (300590), etc.), sensors (Hanwei Technology (300007) Sifang Optoelectronics), connectors (Yihua Co., Ltd. (002897), Dingtong Technology, etc.), structural parts Air suspension (Ruima Precision).
Risk Warning:The progress of AI is lower than expected, the promotion of downstream applications is less than expected, and there are risks such as first-class wars.
Hexun self-selected stock writer.
Risk Warning: The above content is only the opinion of the author or the guest, and does not represent any position of Hexun, and does not constitute any investment advice related to Hexun. Before making any investment decision, investors should consider the risk factors associated with the investment products in light of their own circumstances and seek professional investment advice where necessary. Hexun strives but cannot confirm the authenticity, accuracy and originality of the above content, and does not make any guarantee and commitment to this.
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