鐵塔(00788.HK)發力漲5.5%跑贏同業 成交創逾四個月高
鐵塔(00788.HK)終於發力,跑贏三大中資電訊股,股價升破50天線(1.67元),進一步挑戰百天及牛熊線(1.76元及1.82元),最高見1.75元,現造1.74元,漲5.5%,成交急增至8.23億股,創四個月高,涉資14.13億元。
聯通(00762.HK)反覆升0.7%報7.01元;中移動(00941.HK)及中電信(00728.HK)反覆微升及靠穩,分別報61.8元及3.07元。此外,中通服(00552.HK)續升2.6%報5.59元,創四個月高,成交急增至1,818萬股。
野村上周參與有關中國5G供應鏈及雲市場軟件後發表報告指,由於運營商業務增長乏善足陳,使5G支出前景黯淡,且可能拖累設備及組件的價格和利潤率,故投資者普遍對5G鏈持審慎態度。不過,該行將鐵塔列為行業首選,以反映看好公司已改善盈利前景及有限定價壓力。
據《北京日報》報道,近日制定5G標準國際組織3GPP召開全會,明確5G下一步技術演進路線。中國電信牽頭的5G網絡覆蓋增強立項得到全球逾40多公司支持並獲得通過,這有望助推全球5G獨立組網的推進。(sz/t)~
阿思達克財經新聞
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