Electronic stocks are expected to "celebrate" the 4G era
2022-02-24 20:30
Recently, the electronic sector has performed outstandingly, climbing all the way in the process of consolidation of the broader market. According to Shenwan classification data, the electronic sector has increased by more than 10% in less than half a month since November 14.
Apple industry chain pull
In-depth study of the electronics industry, there are many sub-molecular industries, all kinds, covering a wide range, and intersecting with many industries. From the perspective of the recent sub-sectors, it is mainly because of the eye-catching performance of Apple's industry chain and semiconductors, which is rooted in two event stimuli: first, the 4G license is about to be released, Apple will cooperate with China Mobile, and the mobile version of the iPhone is expected to drive upstream and downstream demand in the industry chain; second It is the localization of chips and the recent anti-monopoly investigation of Qualcomm, and the increase in integrated circuit policy is expected to heat up.
According to the US "Wall Street Journal" report, China Mobile's official website said that the 2013 China Mobile Global Partner Conference will be held on December 18, when China Mobile will release the latest products and 4G strategy. Numerous reports say that Apple will soon lead the iPhone to China Mobile, and the two sides are expected to reach an agreement and announce it in December. 4G itself has huge explosive power. With the rise of "Broadband China" into a national strategy in the first half of 2013, broadband investment (fixed network + mobile) has become the investment focus of the three major operators. core investment. If Apple cooperates with China Mobile, one party has a huge market influence in the smartphone market, while the other party has a huge customer base, coupled with the better network experience brought by 4G, the combination of the three will make Apple's mobile phone sales prospects bright. , the pulling effect of Apple's industrial chain on the electronics industry chain will be very obvious.
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