安信證券評RCS:即發即用的優勢具備取代大部分輕型APP的能力
格隆匯4月8日丨繼昨日全面爆發後,RCS概念今日繼續全線上漲,神州泰嶽、海聯金匯、佳訊飛鴻、吳通控股、彩訊股份和中嘉博創等漲停。今日上午,三大運營商已聯合發佈《5G消息白皮書》。5G消息即RCS消息,安信證券最新報告指出,RCS具有顛覆傳統APP分發模式的潛力,有望成為海量輕應用即發即用的戰略入口。由於RCS在短信接口中集成了各種功能接口,伴隨5G的高速率低延時特性,使得通過手機短信實現原本需要用APP才能做到的事情。傳統APP需要下載、佔用手機存儲空間,在某種程度上,RCS即發即用的優勢具備取代大部分輕型APP的能力,使得短信平台躍升為應用分發的戰略入口。因此,RCS能夠覆蓋聊天客服、在線購物、短視頻營銷、精準交互等廣闊的市場。安信證券進一步分析,巨頭紛紛佈局,RCS可能是最快落地的5G應用。
二級市場上,
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