2024
6
2918.30%
75.45
56.2086.90
2005
88
10%
5.82% 1.
2012
183.
1.
5G
2.
3.
C-V2X
DSRC
1
2.
1
45G
2
5
3
5G
5G
2015
5G
229
2.
2024Q1
18%3.09%
IT100
200
68.66
2012
2.90%
300
1.04%
.......................................................................... 5
1.1 1.2 1.3
2024Q1
.......................................................................... 5 ................................................................................. 7
...................................................................... 8
................................................................................... 10
2.12.2
............................................................................................................. 10
............................................................................. 11 ........................................................................ 14
3.1 5G3.1.13.1.2 5G3.2 3.2.13.2.2 3.3 3.3.1 3.3.2
5G
............................................................................................. 14
.................... 14
.................................................................... 15
....................................................................................... 17
................................................................................. 17
.............................................................. 18
................................................................................... 21
.................................................................................................. 21
........................................................................................... 23 ..................................................................................................... 26
.............................................................................................................................. 27
2/28
3/28 1. 2. 3. 4. 5. 6. 7.
........................................ 6 .............................................. 9
.............................................................. 10 ........................................................... 17
......................................................................... 20 .................................................................................... 22
...................................................................... 26
4/28 20241.04%
12024629
18.30%
2.90%
300
Wind2024.6.29
2024
75.45
201268.66
2024
100
2024
200200
PE=P/E100
200
2 3
62956.2086.90
50
50
100IT
200400400
200
5/28
【精品报告】计算机行业中期投资策略：结构仍分化,聚焦确定性
