工信部撐加快5G商用步伐提質相關股逆升逾3%-9% 受惠「摩笛」中興跑贏破頂
國家工信部指,將支持加快5G商用步伐推動信息通信業高質量發展,內地通信及5G概念股逆滬指升6.5%-6.8%,僅次於升7.8%居榜首的口罩。
高盛指工信部政策利好5G供應鏈,瑞信則料中興(00763.HK)及中通(00552.HK)可受惠,大摩更料中興H股未來30天有逾八成機會跑贏同業給予「增持」評級看36元,中興H股午後升幅曾擴至一成高見35.2元新高,現造35元,急漲9.4%,成交增至2,645萬股,涉資8.98億元;其A股漲停報50.11元人民幣。
中通由早段低位5.86元,掉頭高見6.16元,現造6.14元,倒升3.4%,成交增至1,238萬股;中國鐵塔(00788.HK)倒升4.9%,報1.93元,突破牛熊線(1.85元),創逾五個月高位,成交增至7.61億元。
京信通信(02342.HK)及長飛高纖(06869.HK)倒升3.6%及3.9%,分別3.2元及16.62元,前者股價重越10天線,後者股突破牛熊線(16.12元),長飛A股漲8.9%報35.7元人民幣。
深成受科技及通信板塊等急升推動,午後升幅擴至1.2%報11,770。恆指及國指午後跌幅收窄至1.4%及1.6%,分報26,928及10,614,總成交額772億元。
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