热点回落，谁在悄悄走墙？周末有个大消息，消费类基金可能被限制影响有多大呢？今天以伊利特金种子为代表的二三线白酒直奔地板。
消费类公司全面回落，但是有个方向却在悄悄走墙，它就是五g 哈尔泰高开高走风度天花板，而它主要做的就是五g 在物联网应用场景下的智能控制器。
前面分享过我们的第四大运营商中国广电今年计划实现五g 网络全国覆盖，并且分析了它的意义，主要就在于为发展物联网、车联网、工业互联网等五g 应用打好地基。
在此基础上，五g 应用的想象空间非常大，比如物联网研究出来的智能家居、智慧城市、工业互联网、车联网等等，这些都是全新的市场。
在未来将带来超万亿的增量空间，预计到二零二三年国内物联网市场规模将会超过三万亿元。这么大的市场机构不可能没看到。
其实从哈尔泰走强的时机，我们可以发现它能走强不是偶然。在消费板块被套上紧箍咒以后，他们那远超过去十年的估值，靠什么维持？
有谁能接盘，已经意识到问题严重性的机构开始把注意力转向那些估值合理的行业龙头。比如赫尔泰，他就是智能控制器的行业龙头。
当然除了他以外，五g 应用的细分领域，还有几个行业龙头同样具备这样的潜力。其中一家公司是车联网通信终端的龙头公司，具备芯片自主设计研发能力。
避免了卡脖子风险，产品在客户中享有良好口碑。随着车联网的发展以及市场行情切换，公司的成长空间有望。
The hot spot has fallen, who is quietly walking the wall? There is a big news this weekend. How big is the impact of restrictions on consumer funds? Today, the second and third lines of liquor represented by Yilitjin Seeds went straight to the floor.
Consumer companies have fallen in an all-round way, but there is a direction that is quietly walking the wall. It is the five-g Haltai high-open and high-profile ceiling, and it mainly does the five-g smart controller in the Internet of Things application scenario.
We shared earlier that our fourth largest operator, China Radio and Television, plans to achieve national coverage of the 5G network this year, and analyzed its significance. It mainly lies in laying a good foundation for the development of 5G applications such as the Internet of Things, the Internet of Vehicles, and the Industrial Internet.
On this basis, the imagination of 5G applications is very large, such as smart homes, smart cities, industrial Internet, car networking, etc., which are researched by the Internet of Things. These are all new markets.
In the future, it will bring more than one trillion yuan of incremental space. It is estimated that the domestic Internet of Things market will exceed three trillion yuan by 2023. It is impossible for such a large market institution to fail to see it.
In fact, from the timing of Hartai's strength, we can find that its strength is not accidental. After the consumer sector was put on a slam, their valuation far exceeded the valuation of the past ten years, how can they be maintained?
Who can take over? Institutions that have realized the seriousness of the problem have begun to turn their attention to industry leaders with reasonable valuations. For example, Hertai, he is the industry leader in intelligent controllers.
Of course, in addition to him, there are several industry leaders in the five-g application segment that also have such potential. One of the companies is a leading company in the Internet of Vehicles communication terminal, with independent chip design and development capabilities.
Avoiding the risk of getting stuck, the product enjoys a good reputation among customers. With the development of the Internet of Vehicles and the switching of market conditions, the company's room for growth is expected.