Three brothers of car making brake and anti epidemic unit rising rapidly! 6G technology layout in time

category:Finance
 Three brothers of car making brake and anti epidemic unit rising rapidly! 6G technology layout in time


In his Thanksgiving speech, U.S. President-elect Biden said that unlike the trump administration, he will lead and coordinate the national response to the virus, and his government will add new crown tests after taking office. Stimulated by this statement, most of the anti epidemic concept stocks in the United States rose, Moderna rose 10.78%, Novavax medicine rose 7.63%, and biontech rose 3.03%.

The Dow opened low and went low, both volume and price fell. The poor performance of the securities market was mainly due to the unexpected weak domestic data in the United States. The U.S. Labor Department announced on Wednesday (November 25) that the number of new jobless claims in the United States for the week ending November 21 was 778000, higher than expected and before. After the data was released, US stocks fell, and the US dollar index also fell, falling below the 92 level to its lowest level since September 1.

U.S. energy stocks fell across the board, with ExxonMobil down 2.86%, Chevron down 3.63%, ConocoPhillips down 1.73%, Schlumberger down 0.58% and occidental down 0.3%. Most banking stocks fell, with JPMorgan down 1.04%, Goldman Sachs down 0.33%, Citigroup flat, Morgan Stanley down 0.17%, Bank of America up 0.17%, Wells Fargo down 0.07%.

Led by technology stocks, the NASDAQ index rose to a new high. Most of the large technology stocks in the United States rose. Apple Rose 0.75%, Amazon rose 2.15%, NYSE soared 0.44%, Google rose 0.01%, Facebook fell 0.48%, and Microsoft closed flat.

It is worth noting that the upstarts of electric vehicles, which have just experienced a sharp rise a few days ago, have encountered setbacks today. Xiaopeng automobile fell by 9.17%, ideal car fell by 7.37%. Only Weilai rose slightly by 0.36% with the strength of the last session. The total market value of the three companies dropped by more than 7 billion US dollars.

Demand for detection of Xinguan epidemic is expected to increase

With the US President-elect Bidens statement, US anti epidemic stocks rose sharply, indicating that the market is optimistic about the future performance of relevant stocks. After all, apart from China, there are few places in the world that can supply hundreds of millions of epidemic detection reagents and equipment.

Novel coronavirus pneumonia is the 60 million 680 thousand novel coronavirus pneumonia in the world, with a total of 1 million 426 thousand deaths. Among them, the US has a total of 13 million 105 thousand people diagnosed, accounting for 21.6%. In the United States, the number of new cases in a single day is constantly breaking records, with 177504 new confirmed cases and 2281 new deaths.

Novel coronavirus pneumonia detection shares are A shares, with a total value of 638 billion 100 million yuan, the latest stock market share of the 24 shares. In the first three quarters, the related concept stocks achieved good performance, 20 shares increased year on year, and 9 stocks doubled their performance growth. Among them, the performance growth of Daan gene, shuoshi biology and Oriental biology exceeded 10 times.

Chinas 6G R & D started last year

It is reported that as early as November 3, 2019, the Ministry of science and technology, together with the national development and Reform Commission, the Ministry of education, the Ministry of industry and information technology, the Chinese Academy of Sciences and the natural science foundation of China, held a kick-off meeting on 6G technology research and development in Beijing. The conference announced the establishment of a national 6G technology R & D promotion working group and an overall expert group, marking the official launch of Chinas 6G technology research and development work, which is basically consistent with the time when Tsinghua University has started the 6G test. As a high generation technology of 5g, 6G will have more and more technical indicators. The new indicators will form 6G together with data rate, connection number, delay, energy efficiency and other indicators, and may also use metamaterial technologies such as quantum and terahertz.

It is understood that if 6G wants to build a network to realize the integration of air, sky, earth and sea, the data transmission rate is 100 times faster than 5g, and everything can be simulated. Since the official launch of 6G research and development last year, domestic research and development of 6G has made great progress. In addition to Tsinghua University, the worlds first 6G test satellite University of Electronic Science and technology (satellite era-12 / Tianyan 05) was successfully launched into the Taiyuan Satellite Launch Center in early November, which indicates that the domestic 6G research has made a breakthrough progress.

In addition to universities and other research institutions, Huawei, with its global leading communication technology, is also carrying out pre research on 6G technology. In the first half of the year, Yang Tao, vice president of Huaweis China operator business department, revealed that Huawei has been participating in the pre research work related to 6G, which mainly uses millimeter wave band, and is in the stage of scene mining and technology search. In addition, ZTE team is also in the process of developing 6G.

Excluding Chinese enterprises and establishing 6G alliance in the United States

At present, teams in China and the United States are closely promoting the research and development of 6G technology. Some analysts say that if Biden does not ease the tension between China and the United States after taking office, two sets of 6G standards may appear in China and the United States in the future. In the future, the competition between China and the United States for global standards may become a race against time.

The scale of 6G market is far more than 5g, and many listed companies have layout

From the perspective of the development of communication technology, technologies are gradually accumulated. High generation technologies are based on the development of the previous generation technologies. The level of 5g also greatly affects the R & D process of 6G technology.

Industry experts said that 5g will be a complete social intelligence system rather than a simple communication technology. What 6G wants to solve is ubiquitous computing. Therefore, it will be very difficult to bypass 5g to do 6G, and the possibility of success will be very small. Therefore, with its advantages in 5g construction, China is not backward at present and is likely to lead the global 6G technology direction.

According to the data bank, the number of 6G concept stocks in the A-share market is not large. According to incomplete statistics, there are only 20 stocks, with the latest market value of 523.7 billion yuan. The market value of ZTE, TCL technology, China Satcom, Xinwei communication and Zhongji xuchuang is more than 30 billion yuan.

Besides Huawei, ZTE is the strongest domestic communication technology R & D enterprise, and has also been distributed in 6G technology. It is reported that its pre research team has begun to carry out 6G research, and is working hard to solve the key technologies of 6G prototype. ZTE believes that if 5g is the interconnection of all things, 6G will add a word of wisdom, that is, wisdom connects all things. Currently, in 5g industry application, ZTE has established a cooperative Sinwei communication with more than 500 partners at home and abroad, indicating that ZTE will continue to follow the development of communication technology and continue to participate in the construction of communication network of 6G and subsequent new technologies.

Remote information has revealed that it has 6G related terahertz spectrometer technology. Huaxun ark successfully made the worlds first graphene terahertz chip, and the terahertz technology industry major project was settled in xiongan in 2017.

In addition, Daheng technology has begun to sell its products of terahertz time domain spectrometer based on femtosecond laser, which is a major instrument of the Ministry of science and technology. Yihua has announced that it will provide 300 / 400g connectors required by 6G network for Huawei and other customers. In order to meet the needs of customers in the field of wireless communication, the company is also actively developing PCB products for 5g and 6G wireless communication base stations. (Wang Linpeng, databao)

Statement: all information in data bank does not constitute investment advice. Stock market is risky and investment should be cautious. Source: Securities Times editor in charge: Yang Bin_ NF4368

Statement: all information in data bank does not constitute investment advice. Stock market is risky and investment should be cautious.