Senior executives are pushing for network upgrades, and two types of stocks are competing now

Yesterday I talked about the situation in the oil service sector, and a friend said that both barrels of oil have already risen to the sky. I think the significance is different, after all, reform cannot be achieved overnight, and the dividends of reform are not targeted at any particular sector.
Although the second quarter has been a tumultuous month over the years, in Lao Gai's view, another characteristic of the second quarter is the intensive policy release period. After all, the second quarter is a month that connects the past and the future throughout the year. Faced with the situation in January, one can make a summary and make an estimate for the second half of the year. Therefore, many good stocks and industries need to be studied for policy guidance in the second quarter to discover.
You will also find that I have talked more about policy related content during this period, and that's why. For example, recently the Ministry of Industry and Information Technology and the State owned Assets Supervision and Administration Commission issued a notice on implementing in-depth promotion of speed up and fee reduction, and promoting the development of the real economy2017Opinions on special actions. This is the specific implementation proposed in this year's government work report, and the key lies in network upgrading and transformation.
In this regard, both China Telecom and China Mobile have started deployingNB-IoTThe internet, which has transitioned from mobile internet to the Internet of Things, has now enabled us to engage in facial recognition and consumption. The construction of new networks means that it will further drive the demand for data transmission and big data storage analysis, and drive the economy and life into new application scenarios.
I estimate that17 In the second half of this year, narrowband IoT will enter the stage of large-scale commercial deployment, and more terminal procurement needs will help the industry enter a period of rapid construction. There are two types of companies worth paying attention to:
1. Optical equipment, optical devices, and fiber optic cable manufacturers with technological accumulation and international market competitiveness;
2. The industry has accumulated rich experience and actively explores innovative companies such as cloud computing, the Internet of Things, and big data.
The specific company will be published on the official account after sorting,If you need it, you can go and follow concept enthusiasts (WeChat)ID： GNAHZ007）Dig deeper and expose more thoroughly.