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郭家耀: 港股高位回吐交投增 电讯三雄5G套餐定价料利ARPU
阿思达克 11-01 10:20

正荣金融业务部副总裁郭家耀称,美股周四(10月31日)表现向下,虽然科网巨企业绩表现理想,但中美贸易协议能否达成存不明朗因素,拖累三大指数均录得跌幅收市。美元走势偏软,美国十年期债息回落至1.68厘水平,金价低位有所反弹。港股预托证券大致向下,预料大市早段跟随外围低开。内地股市走势疲弱,10月官方PMI制造业指数表现逊预期,显示经济下行压力加大。市场观望利好政策消息出台,沪综指高开低走,收市下跌0.3%,沪深两市成交额回落至4,511亿元人民币。

港股跟随外围走势向好,加上减息消息刺激,利好地产股表现,带动指数一度突破27,000点阻力,但其後高位有回吐,成交量有所增加。市场继续观望中美贸易谈判进展及内地政策消息,预料市况未有突破,27,000点仍是较大阻力区域,下方支持在26,200点水平。

另内地三大营运商共同开启5G商用计划,各运营商的5G商用套餐则於11月份正式上线,显示营运商第一阶段的5G网络建设基本到位,5G正式进入商用阶段。目前各方透露信息显示,三家运营商即将推出的5G套餐每月均不低於128元人民币(下同)。其中,联通(00762.HK)和中电信(00728.HK)分两个5G网速档次,中移动(00941.HK)分三个5G网速档次。

具体的资费上,运营商首次采取按上网速度定价的方式。联通和中电信199元及以下价格的5G套餐,上网速度限制在500Mbps,299元及以上5G套餐速度可达1Gbps;中移动是128元、198元对应500Mbps网速,而298元及以上5G套餐速度可达1Gbps。5G套餐定价较4G有明显升幅,若能成功转移更多客户使用,有助带动电讯商的ARPU回升。

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