You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》中金料內地10月前或推5G商用推薦中國鐵塔(00788.HK)中通服務(00552.HK)
阿思達克 06-05 14:28

中金發表報告指,新華社昨日(4日)報道,工信部近期將發放5G商用牌照,中國將正式進入5G商用元年。該行認為,5G牌照的發放標誌著政策面推動5G發展的堅定決心,也同時申明了中國5G建設開放合作的態度,希望推動全球產業鏈的協同合作,有助於緩解目前對於中國5G商用進程不確定的擔憂。

中金指,目前中國已經在5G中頻段(2.6Ghz和3.5Ghz)具備商用基礎,預測隨著政策層面的不斷推進,運營商將加速開展5G網絡部署,或於10月1日前正式實現商用。

該行又認為,5G初期的服務將聚焦在兩個方向,為大城市的高ARPU用戶提供5G網絡服務;及在特定垂直行業展開產業互聯網應用創新和示範。目前三大運營商已經分別宣布了5G初期的發展規劃,5G在產業互聯網中的應用將是運營商發力的重點,以車聯網、智能製造、大數據、物聯網、雲計算為代表的下一代ICT服務會幫助運營商全面轉型升級。

中金提到,5G周期初期,基礎設施服務商表現會相對優於電信運營商。推薦中國鐵塔(00788.HK),目標價為2.5元;另外亦推薦中通服(00552.HK),目標價8.2元。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account