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5G概念全线大涨 中兴通讯A股涨停H股涨近9% 均创历史新高
格隆汇 02-24 12:09
格隆汇2月24日丨工信部召开电视电话会议,讲述加快推进5G发展、做好信息通信业复工复产工作,今日港A市场5G概念股全线大涨。A股市场中,入选了格隆汇2020十大核心资产的中兴通讯涨停,股价创历史新高50.11元,年内已累涨41%;其他涨停的还有宜通世纪、路通视讯、广和通、武汉凡谷、奥维通信、烽火通信和通宇通讯等。港股市场上,中兴通讯涨8.5%领涨,盘中再创历史新高价,另外,中国铁塔、摩比发展、和长飞光纤光缆涨超3%。 高盛最新报告指,工信部重申电讯行业的重要性,并认为行业复苏将带动并支持其他行业复产,同时将指导电讯公司应评估疫情、设计及优化5G网络建设计划,并加快独立组网5G建设步伐,支持基建投资及供应链发展。 会议提到要推动5G及其他行业的协同,包括是工业、医疗、教育等,并加快5G工业互联网的应用以支持行业数码化等。会议亦提到可扩展5G应用包括是线上教育、遥距医疗训练及在家工作等。而地方工信部亦建立了复产机制,并密切监测生产情况,助电讯企业应对挑战,相信相关的支援政策将带动5G加快。
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