Look at how securities companies look at 5G

Communication industry: 5G SA standard is released this month. China, Japan and Korea strengthen 5G collaboration and continue to be optimistic about 5G.

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Market Review: Last week, the Communication (Shen Wan) Index fell 5.81%; the Shanghai and Shenzhen 300 Index fell 1.20%; the industry underperformed the market by 4.61%. Strategic point of view: Last week, the communications sector fell more deeply, and market confidence was further under pressure. We believe that the progress of the 5G industry is still accelerating: in terms of technical standards, the 80th meeting of the 3GPP in the middle of this month is the time for the 5GSA standard to complete the first version of the agreement, and the full version of 5G will be released; policy, the sixth China-Japan-Korea information communication The ministerial meeting reached a policy collaboration on 5G; the 5G sector market expectations have already appeared, and we continue to be optimistic.

Look at how securities companies look at 5G

The China-Japan-Korea Information and Communication Ministers Meeting was held, and 5G comprehensive collaboration became a consensus. On May 28, 2018, the 6th China-Japan-Korea Minister of Information and Communication was held in Tokyo, Japan. Minister of Industry and Information Technology Miao Wei, Japanese Minister of General Affairs Noda Seiko, and Minister of Science, Technology and Information and Communication of the United States Yu Yingmin led a delegation. To attend a meeting. The ministers of the three countries reached a consensus on coping with the challenges of the new industrial revolution and the aging society, and strengthening the cooperation of new technologies such as the fifth generation of mobile communications, artificial intelligence, and big data, training of personnel, and docking of makers. We believe that the three countries of East Asia are all communication powers. The comprehensive cooperation of the three parties in the 5G field is conducive to the accelerated development of the 5G industry chain and the complementarity of cross-regional advantages.

Huawei announced the layout of its intelligent computing business and led the intelligent computing industry. Huawei announced its intelligent computing business layout based on the "Borderless Computing" strategy in Beijing, and is committed to providing a full-stack AI computing platform to create a world of borderless intelligent computing to meet the enterprise's computing, digital transformation and intelligent application scenarios. At the same time, Huawei also released the key business server KunLunV5 for enterprise digital transformation and the new generation SSD product ES3000V5.

China Unicom and Intel have a strategic cooperation: jointly develop a fully interconnected PC. China Unicom and Intel held a press conference on the theme of “all interconnected and wonderful” in China Unicom Building. The meeting announced that the two sides will carry out strategic cooperation in the field of fully interconnected PCs, jointly promote the landing of all connected PCs in the Chinese market, and build a good platform for extensive, in-depth and long-lasting cooperation between the two parties. In this cooperation, China Unicom and Intel will give full play to their advantageous resources in their respective fields, and comprehensively and deeply cooperate with all connected PCs in terms of technology, services, channels, testing, and tariffs to jointly build a fully interconnected PC hardware platform.

"Tianyi Cloud Security Ecology Alliance" was established in Shanghai. With the theme of “cloud network integration, security and credibility”, the 2018 Shanghai Tianyi Cloud Security Summit jointly organized by China Telecom Shanghai and China Telecom Cloud Computing Corporation was held in Shanghai today. At the meeting, China Telecom Tianyi Cloud launched a “Tianyi Cloud Security Ecology Alliance” with many partners such as Shenxinfu, Venus Chenchen, 360, Anheng, etc., and showed and shared the most complete security solution of Tianyi Cloud. At the inauguration ceremony of “Tianyi Cloud Security Ecology Alliance”, China Telecom and its security partners announced that they will jointly create more secure and credible cloud services for government and enterprise customers.

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