5G - welche Aktien profitieren?
 

5G Stocks To Invest In

REINHARDT KRAUSE, 5/15/2019, https://www.investors.com/news/techn...reless-stocks/

Die Charts unten generell in $, Ausnahmen in € sind gekennzeichnet:

1. Qualcomm will supply 5G chips for Apple iPhones as soon as 2020. https://charts.comdirect.de/charts/r...NGS=1&SHOWHL=1
   
2. Corning (GLW) https://charts.comdirect.de/charts/r...NGS=1&SHOWHL=1
   
3. Verizon Communications (VZ) https://charts.comdirect.de/charts/r...NGS=1&SHOWHL=1
4. AT&T (T) https://charts.comdirect.de/charts/r...NGS=1&SHOWHL=1
5. Xilinx (XLNX), makes programmable chips built into prototype network gear. While Xilinx's 5G-related communications unit revenue has boomed, its data center business slowed in the March quarter. Xilinx stock fell on disappointing June quarter guidance and it was removed from the IBD Leaderboard. https://charts.comdirect.de/charts/r...NGS=1&SHOWHL=1
6. Analog Devices (ADI), https://charts.comdirect.de/charts/r...NGS=1&SHOWHL=1
7. Marvell Technology Group (MRVL), https://charts.comdirect.de/charts/r...NGS=1&SHOWHL=1
8. Infineon (in €) https://charts.comdirect.de/charts/r...NGS=1&SHOWHL=1
9. Broadcom (AVGO) https://charts.comdirect.de/charts/r...NGS=1&SHOWHL=1
10. Intel (INTC) https://charts.comdirect.de/charts/r...NGS=1&SHOWHL=1 announced plans to exit the 5G modem market in the wake of Apple's deal with Qualcomm, though, is expected to make other 5G chips.
11. Skyworks Solutions (SWKS), https://charts.comdirect.de/charts/r...NGS=1&SHOWHL=1
12. Qorvo (QRVO) https://charts.comdirect.de/charts/r...NGS=1&SHOWHL=1
13. Keysight Technologies (KEYS) makes 5G network test gear. Keysight is ranked No. 24 in the IBD 50 roster of fast-growing companies https://charts.comdirect.de/charts/r...NGS=1&SHOWHL=1
14. Ericsson (ERIC, in USD): 5G also is a long-run opportunity for this network gear maker https://charts.comdirect.de/charts/r...NGS=1&SHOWHL=1
15. Nokia (NOK): Nokia, on its Jan. 30 earnings call, downplayed expectations for 2019; in €: https://charts.comdirect.de/charts/r...NGS=1&SHOWHL=1
16. Ciena (CIEN), https://charts.comdirect.de/charts/r...NGS=1&SHOWHL=1
17. Acacia Communications (ACIA) https://charts.comdirect.de/charts/r...NGS=1&SHOWHL=1
18. Cisco Systems (CSCO), https://charts.comdirect.de/charts/r...NGS=1&SHOWHL=1 https://charts.comdirect.de/charts/r...NGS=1&SHOWHL=1
19. Samsung , in €: https://charts.comdirect.de/charts/r...NGS=1&SHOWHL=1

Crown Castle (CCI) makes "small-cell" radio antennas for 5G services in urban areas. The small-cell antennas — hung on utility poles or building rooftops — will require fiber-optic connections to local hubs. Crown Castle has invested in cell-tower fiber network hookups.

Außer Cisco Systems (US17275R1023) und Ericsson (ADR Aktie WKN: 765913 ISIN: US2948216088) sehen alle eher korrektiv aus, mit noch unbekannter Tiefe der Korrektur.
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Quelle: https://www.comdirect.de/inf/aktien/...X_FILTER=false
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Quelle:
https://www.comdirect.de/inf/aktien/...X_FILTER=false
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Und auch Cisco Systems könnte nun gut an der 57$/58$-Marke scheitern:
https://charts.comdirect.de/charts/r...NGS=1&SHOWHL=1

https://charts.comdirect.de/charts/r...NGS=1&SHOWHL=1

https://charts.comdirect.de/charts/r...NGS=1&SHOWHL=1

Der Ausschluss von Huawei aus dem USA-5G-Markt sollte theoretisch die nicht nicht-chinesischen Akteure stärken. Die Verbündeten der USA werden vermutlich bald erpresst, nicht Huawei für 5G zu nehmen, obwohl bei Huawei die Technologieführerschaft liegt.

Diese Rally sehe ich aber nicht - Stand 22.05.19. :rolleyes:

Mit dem allgemeinen weltweiten Konjunkturabschwung wird das Investment-Geld für so eine (teure) Zukunftstechnologie wohl erst einmal knapper werden - die Rally ist vertagt auf bessere Zeiten?

Zur Beobachtung, beide in €:

Ericsson (WKN: 765913 ISIN: US2948216088)
Cisco Systems, WKN: 878841

https://charts.comdirect.de/charts/r...NGS=1&SHOWHL=1

https://charts.comdirect.de/charts/r...NGS=1&SHOWHL=1

https://charts.comdirect.de/charts/r...NGS=1&SHOWHL=1

5 ETFs for the 5G Phenomenon
Looking for 5G ETFs? These funds have you covered
By Todd Shriber, InvestorPlace Contributor Mar 25, 2019, 3:00 pm EDT
https://investorplace.com/2019/03/5-...5g-phenomenon/

Charts in $ + jeweils 1 Jahr:

Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF (SRVR)
http://bigcharts.marketwatch.com/kaa...579&mocktick=1

Defiance Next Gen Connectivity ETF (FIVG)
http://bigcharts.marketwatch.com/kaa...579&mocktick=1

Global X Internet of Things ETF (SNSR)
http://bigcharts.marketwatch.com/kaa...579&mocktick=1

Communication Services Select Sector SPDR (XLC)
http://bigcharts.marketwatch.com/kaa...579&mocktick=1

First Trust Nasdaq Smartphone Index Fund (FONE)
http://bigcharts.marketwatch.com/kaa...579&mocktick=1