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港股異動 | 中資三大電訊股普跌 機構指市場對5G過於樂觀
格隆匯 11-11 15:59
格隆匯11月11日丨中資三大電訊股普跌,中國聯通(0762.HK)跌逾4%領跌,中國電信(0728.HK)跌近4%,中國移動跌逾2%。富瑞日前發研報指,從中國3G向4G的轉換歷史看,市場對於5G的成長過於樂觀,這可能會對電信公司的資本支出、基礎設施建設供應鏈以及5G手機銷售有一定負面影響,因此下調早前對2020年中國5G滲透率7%的預測。富瑞指,目前4G滲透率已達到80%,在需求彈性耗盡的情況下,運營商不會將5G價格調到低於4G,5G遷移或不會再有快速覆蓋的情況出現。此前匯豐研究亦調低三大電訊股的目標價1至5%,但均重申“買入”評級。截至目前,中國聯通、中國移動股價均創8月16日以來近3個月新低,中國電信則一度觸及3.19港元創去年4月6日以來逾一年半新低。
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