郭家耀: 港股高位回吐交投增 電訊三雄5G套餐定價料利ARPU
正榮金融業務部副總裁郭家耀稱,美股周四(10月31日)表現向下,雖然科網巨企業績表現理想,但中美貿易協議能否達成存不明朗因素,拖累三大指數均錄得跌幅收市。美元走勢偏軟,美國十年期債息回落至1.68厘水平,金價低位有所反彈。港股預託證券大致向下,預料大市早段跟隨外圍低開。內地股市走勢疲弱,10月官方PMI製造業指數表現遜預期,顯示經濟下行壓力加大。市場觀望利好政策消息出台,滬綜指高開低走,收市下跌0.3%,滬深兩市成交額回落至4,511億元人民幣。
港股跟隨外圍走勢向好,加上減息消息刺激,利好地產股表現,帶動指數一度突破27,000點阻力,但其後高位有回吐,成交量有所增加。市場繼續觀望中美貿易談判進展及內地政策消息,預料市況未有突破,27,000點仍是較大阻力區域,下方支持在26,200點水平。
另內地三大營運商共同開啟5G商用計劃,各運營商的5G商用套餐則於11月份正式上線,顯示營運商第一階段的5G網絡建設基本到位,5G正式進入商用階段。目前各方透露信息顯示,三家運營商即將推出的5G套餐每月均不低於128元人民幣(下同)。其中,聯通(00762.HK)和中電信(00728.HK)分兩個5G網速檔次,中移動(00941.HK)分三個5G網速檔次。
具體的資費上,運營商首次採取按上網速度定價的方式。聯通和中電信199元及以下價格的5G套餐,上網速度限制在500Mbps,299元及以上5G套餐速度可達1Gbps;中移動是128元、198元對應500Mbps網速,而298元及以上5G套餐速度可達1Gbps。5G套餐定價較4G有明顯升幅,若能成功轉移更多客戶使用,有助帶動電訊商的ARPU回升。
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