Securities companies: full scale popularization or acceleration of ultra high definition video industry space

category:Finance
 Securities companies: full scale popularization or acceleration of ultra high definition video industry space


Yin Yue of YueKai Securities believes that the recent increase in market volatility is mainly due to the following reasons:

Second, there are more differences between long and short positions, such as whether the market index can continue to rise or not, but also on how to grasp the structural opportunities of the plate. The incremental capital inflow slows down, and the exchange fund frequently switches in different hot spots;

Third, there are external disturbance factors, which will affect the exchange rate, import and export data and the future policy hedging rhythm;

Fourth, it is in the window period of interim report performance, which also disturbs the market;

Fifthly, the issuance process of the science and technology innovation board, gem and the new third board selection layer is accelerated, which has a siphon effect on the market liquidity.

Although there are disturbing factors in the market, judging from yesterdays trend, the index rose again after the bottom, especially the gem index, which closed up more than 1%, which shows that the current overall market atmosphere is still good, the index is still expected to rise to the early high point, regional shocks to digest resistance, waiting for a new round of trend opportunities promoted by the joint efforts of incremental funds and policy dividend, which is good in the short term Focus on sectors with strong certainty first.

Soochow Securities: Tesla Q2 financial report exceeded expectations again, capacity expansion accelerated, sustained high growth

Tesla achieved profits for four consecutive quarters, better than expected, meeting the S & P 500 entry threshold. In the second quarter of 2020, Tesla achieved revenue of US $6.036 billion, down 5% from US $6.350 billion in the same period last year, with a slight increase of 1% on a month on month basis, which is better than the market expectation of US $5.15 billion. According to GAAP, the net profit was 104 million US dollars, and the net loss was 408 million US dollars in the same period of last year. It was profitable for the fourth consecutive quarter, up 550% month on month.

According to marklines data, Tesla sold 36000 vehicles worldwide from April to May. It is estimated that the global sales volume of Tesla in June was 54000, a big increase compared with the same month. The sales volume of 20q2 in China was 29700, up 78% month on month; 21000 vehicles were delivered overseas from April to may, 38000 vehicles were expected to be delivered in June, and about 60000 vehicles were delivered in Q2.

In terms of investment targets, Soochow Securities believes that Teslas delivery volume and performance continue to exceed expectations, and continue to push forward the European electric vehicle and Tesla industrial chain. In the midstream, Ningde times, putailai, Kodali, new Zebang, Enjie and dangsheng technology are the first to be launched, focusing on Yiwei lithium energy, bidi, tiannai technology and Tianci materials; Hongfa new materials, Huichuan technology and Sanhua intelligent control are the core components The upstream resources are Huayou cobalt industry and Tianqi lithium industry, focusing on Ganfeng lithium industry.

The development of ultra high definition technology has experienced the development process of standard definition, high definition to 4K ultra high definition and 8K ultra high definition. The technology upgrading benefits many fields of the industrial chain. With 5g enabled, the features of high speed, large capacity and low delay can solve the problem of transmission rate and meet the high requirements for image quality and delay. The full popularization of UHD video industry is expected to accelerate the realization. Yang Xiaotong of China Galaxy Securities believes that the relevant policies for the development of ultra high definition industry will continue to be improved. It is expected to form a relatively complete standard system for ultra high definition video industry this year. By 2022, more than 50 standards will be issued, focusing on promoting the standardization of industrial applications in key fields such as radio and television, cultural entertainment, industrial manufacturing, etc. With the gradual landing of 5G, the evolution of the Ultra HD area will bring new opportunities to many fields. The Milky way securities will be optimistic about the development trend of new media on the big screen side. It is suggested that Iqiyi and mango hypermedia, new media shares, China media and Oriental Pearl TV should be concerned about the high-definition content and service related development trends. Source: Science and technology innovation board daily editor: Yang Bin_ NF4368

The development of ultra high definition technology has experienced the development process of standard definition, high definition to 4K ultra high definition and 8K ultra high definition. The technology upgrading benefits many fields of the industrial chain. With 5g enabled, the features of high speed, large capacity and low delay can solve the problem of transmission rate and meet the high requirements for image quality and delay. The full popularization of UHD video industry is expected to accelerate the realization.

Yang Xiaotong of China Galaxy Securities believes that the relevant policies for the development of ultra high definition industry will continue to be improved. It is expected to form a relatively complete standard system for ultra high definition video industry this year. By 2022, more than 50 standards will be issued, focusing on promoting the standardization of industrial applications in key fields such as radio and television, cultural entertainment, industrial manufacturing, etc.

With the gradual landing of 5G, the evolution of the Ultra HD area will bring new opportunities to many fields. The Milky way securities will be optimistic about the development trend of new media on the big screen side. It is suggested that Iqiyi and mango hypermedia, new media shares, China media and Oriental Pearl TV should be concerned about the high-definition content and service related development trends.