萬聯證券:華為領跑5G終端網,光模塊迎來新增長
萬聯證券指出,華為發佈麒麟990系列芯片,領跑5G券終端網路。從估值情況來看,通信行業PE(TTM)為39.84倍,低於過去2008年至2018年十年均值42.97倍,相較於4G建設週期中板塊估值最高水平70.10倍,板塊估值仍有向上修復空間。隨着5G建設步伐加快,板塊中長期向好邏輯不變。光通信領域推薦持續關注中際旭創、光迅科技;通訊設備領域推薦國內設備龍頭中興通訊、星網鋭捷;以及所有主營業務均為5G建設核心料號的銘普光磁。
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