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光大證券:2030年或迎來6G商業化
光大證券研報指出,當前6G仍處於研發階段,科技巨頭紛紛搶佔核心技術。商業化應用階段逐漸到來,蘋果公司認為2029年中期就可以實現6G商業化。三星則認為2028年6G有望完成標準制定和小規模商業化運用,2030年將實現大規模商業化運用。華為、諾基亞等科技公司也紛紛表示,2030年有望迎來6G商業化。根據iFinD數據庫,6G概念股涉及多家A股公司,市值排名靠前的公司包括:中國聯通、中興通訊、中國電信、中國移動、中國衞通、中天科技、亨通光電、光迅科技、中國衞星、海格通信、景旺電子、順絡電子、信維通信等。
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