5G message white paper, RCS concept has become a new outlet

On Wednesday, the stock indexes of the two cities fluctuated, and the three major stock indexes closed down slightly, with a turnover of 674 billion yuan. On the disk, tourism hotels, aerospace, communications and other sectors were among the top gainers, while agriculture, food and beverage, disinfectants and other sectors were among the top losers. There are 92 daily limit and 9 daily limit in the two cities, and the net outflow of northbound funds is about 3.45 billion. At the close, the Shanghai Composite Index reported 28 15.37 points, down 0. 19%, the Shenzhen Component Index reported 10386.5 points, down 0.4 1%, and the Shanghai Composite Index reported 1964.76 points.

market outlook

This morning 10, the three major operators jointly released the "5G News White Paper", and RCS rich media concept stocks rose again. In the news, China Unicom announced on April 3, and related concepts were highlighted yesterday. RCS is a communication method proposed by Global Mobile Communications Association in 2008. It integrates voice, message, status bar, location service and other communication services, which can upgrade the interactivity and intelligence of short messages and enrich the customer experience of mobile phone native applications. It is an important measure launched by the three major operators to promote and join hands with ecological partners to open a new chapter in 5G messaging services. It is expected to replace some functions of apps including WeChat, and the industry has high hopes. In addition, with the recovery of the domestic industry after the epidemic, the tourism industry began to see the release of rigid demand in scenic spots such as Huangshan and Hangzhou, and the tourism hotel sector also strengthened. In addition, in the military industry, which is less affected by the epidemic, most quarterly and annual reports are expected to be greatly improved. In addition, the proportion of investment in military spending by the two sessions is not expected to decrease, and the relevant sectors are expected to continue to step out of a wave of valuation and repair, which can be paid due attention to. On the whole, because the market turnover is still greatly suppressed, it is difficult to return to the level before the year in the short term. For the time being, this round of rebound can only be treated as a structural repair, and the sustainability expectation of the plate should be reduced, so it is necessary to properly grasp the rhythm.

? Operation strategy

? Strategically, in the second quarter, it is suggested to pay attention to food, medicine, automobile consumption, new and old infrastructure such as building materials, 5G, UHV, technological growth such as semiconductors, software, new energy, cloud economy, and agricultural and military theme sectors. Investment consultant? Luo Limin, practicing certificate number: s026061101010/26.