野村电讯商共享5G设备可节省开支首选中国移动(0941.HK)
野村发表研究报告指,中电信(0941.HK)中期盈利按年增长2%至140亿元人民币及淨利润率7.6%,稍逊该行预期。该行指,中电信积极推广5G设备共建共享计划,该行续维持其投资评级“中性”及目标价3.8港元不变。

野村表示,中电信与中联通(00762.HK)共建共享5G设备将可节省双方的资本开支及维修成本,该行相信电讯商之间的合作能减轻各电讯商投资5G的资本开支压力。
三大电讯商中,野村首选中移动(0941.HK),其次中联通,最后中电信。
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