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《大行报告》摩通5G延後对内地电讯商有利首选中电信(00728.HK)
阿思达克 06-03 11:16

摩通报告指,到北京与四间中国电讯企业及5G行业专家讨论後,认为目前为止5G业务的规模及发展速度较预期细及慢,并且很可能在不久的将来继续维持,认为市场对中国铁塔(00788.HK)的5G业务贡献过於乐观。总的来说内地延迟5G发展对内地电讯商有利,首选中电信(00728.HK),予其「增持」评级,目标价为4.6元,因认为中电信的股价比中国联通(00762.HK)更具防御性,同时指中电信受惠网络优势和市场份额增长,财务前景良好,增长更胜中移动(00941.HK)。

该行指出,美国对华为的禁令对内地电讯商的5G规划带来难题,因对华为明年的设备供应不明朗因素增加,将可预见内地电讯业要由4G升级至5G的难度上升,料将令内地电讯商避免过於进取地部署5G。

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