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港股异动 | 港A两市5G概念股普涨 中共中央政治局提出加快5G建设
格隆汇 03-05 10:40
格隆汇3月5日丨港A两市5G概念股普涨,港股市场中通服(0552.HK)、京信通信涨逾4%,长飞光纤光缆、俊知集团涨逾3%;A股市场万马科技、依米康、沃特股份等多股涨停,中兴通讯(获纳入格隆汇2020年“下注中国十大核心资产”)一度涨逾4%。个股方面,京信通信料2019年度扭亏为盈逾1.4亿港元;富时罗素昨日公布,将中兴通讯纳入富时中国A50指数。板块上,中共中央政治局常务委员会昨日召开会议,提出加快5G网络、数据中心等新型基础设施建设进度。目前,已有25个省市的政府工作报告提及新型基建,其中21个地区表示推动5G建设与布局等相关工作。中金认为,政策层面的接连鼓励,有助于稳定和提升5G的投资力度,助力5G网络实现快速大规模扩张;2020年至2022年是5G建设的投资高峰期,运营商的资本开支将逐步上扬以建设基本覆盖全国的5G商用网络。
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