中国铁塔(0788.HK)涨超5%创1个月新高
格隆汇7月2日丨入选2019“下注中国”十大核心资产榜单的中国铁塔(0788.HK)今日大涨,现报2.16港元,创1个月新高,涨5.37%,暂成交7.25亿港元,最新总市值3785亿港元。特朗普在G20期间的发布会上称,美方有可能会解除对华为公司的一些限制。光大海外TMT指出,若华为逐步解禁有助全球5G商用 进程确定性增强,叠加国家政策催化作用,中国5G商用进程加快,5G板块由主题性炒作切换到业绩兑现阶段。对于中国铁塔,5G网络建设进程加快,催化2019年塔类业务超预期,整体业绩表现有望如期超指引;且传统塔类业务稳健增长可期,5G时代拓展室分及跨行业业务有望打开新的成长空间。
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