According to micro-network news, since the beginning of last year, the performance of some communications stocks has been sluggish, especially in Asian telecommunications stocks. The valuation is too low. JP Morgan analysis, communication stocks are sluggish, probably because investors put too much attention on In the return of 5G technology, and in Asia, such as China, Japan, and South Korea, it is possible to promote 5G first, and it is still too early to pay attention to 5G.
J.P. James Sullivan, director of research at Morgan Asia Securities, said that the media’s focus on 5G far exceeds the impact of the technology in the real world. Many of its uses are still theoretical, because the relevant application technology has not really existed.
