中资电讯股抽升联通(00762.HK)弹一成称夥同业共建5G网络
中资电讯股午後抽升,联通(00762.HK)股价急升11%至7.83元,公司称冀夥同业共建5G网络,中电信(00728.HK)股价亦升幅扩大至6.8%至3.63元,而中移动(00941.HK)今日股价上扬5.3%报66元。但中国铁塔(00788.HK)股价受压,下滑3.2%报1.81元,而中兴通讯(00763.HK)亦走低4.4%。
联通董事长兼首席执行官王晓初在记者会上表示,在5G发展上公司与中电信及中移动均有洽谈,与中电信合作的总体想法是「共建、共享」,各自维护自己的基站,各自经营自己的品牌和客户群,而与中移动洽商方向则是漫游方式,有决定後会再作公告。
汇丰环球研究指,联通管理层指与同业合作的总体想法是「共建、共享」,各自维护自己的基站,将可缓解资本开支及营运开支的忧虑,维持「买入」投资评级,将目标价由11.4元微降至11.2元。
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