郭家耀: 短线外围气氛改善 港股料25,000至25,800水平上落
正荣金融业务部副总裁郭家耀称,美股周二(10日)强劲反弹,市场预料美国总统特朗普短期内将公布一系列措施刺激经济,道指修复日前逾半失地,劲升超过1,100点,三大指数均录得近5%升幅收市。美元低位显着反弹,美国十年期债息回升至0.8厘水平。
经过恐慌抛售後,油价亦急剧反弹。避险情绪略为降温,金价高位有回吐。港股预托证券大致向好,预料大市早段跟随外围高开。内地股市表现向好,国家主席习近平亲临武汉视察,稳定市场信心。沪综指低开高走,收市上升1.8%,逼近三千点关口,沪深两市成交额继续保持活跃。
市场憧憬各国政府继续加推刺激政策,有助稳定投资者恐慌情绪,港股未有跟进外围继续暴挫,稳守25,000点水平。短线外围气氛改善,有利大市进一步反弹,预料指数可维持於25,000至25,800点水平上落。
另中移动(00941.HK)日前启动5G二期无线网主设备集中采购,涉及28省,总需求超23万站。同时,中移动亦启动全国5G SA核心网新建设备集采,涉及资金或超48亿元人民币。业内人士透露,中电信、联通今年的5G采购也招标在即,5G新基建已经开启。市场分析指伴随联通、中电信5G基站建设节奏加快,中移动5G基站招标开启,包括主设备、传输设备、光模块、无线射频、PCB、通信连接器等在内的细分产业链有望全面受益。
按照中移动累计30万5G基站,中电信、联通25万基站的目标来看,到今年底国内5G基站数量有望达到60万站。基站之外,还包括核心网、传输网、云、数据中心等其他组成部分。工信部统计显示,截至2019年底,内地5G基站数超13万个,用户规模以每月新增百万的速度扩张。
5G终端的同步上市是5G良好发展的保障,截至2019年底,国内35款5G手机获得入网许可,国内市场5G手机出货量1,377万部。预料电讯公司加快启动基建,相关公司的定单表现持续强劲,有助5G概念股股价表现。
(笔者为证监会持牌人,没持有上述股份)~
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