中移動(00941.HK)逆彈近3%曾越10天線 摩通及花旗指可受惠母企與廣電共建5G
藍籌中移動(00941.HK)獲摩通及花旗分別重申「增持」及「買入」評級,分別看73元及78元,以反映公司可受惠母企與「廣電」共建共享5G,前者指計劃可令其更快地推出更具成本效益5G服務,特別是使用2.6GHz或3.5GHz的農村區,後者指中移動可藉母企與「廣電」合作共建5G節省資本開支。該股今天逆市曾重越10天線(57.5元),最高見58元,現造57.45元,回升2.8%,成交2,431萬股,涉資13.92億元。
中移動母企中國移動通信集團昨日與中國廣播電視網絡(簡稱廣電)訂立5G共建共享合作框架協議,雙方將共同投資建設700MHz5G無線網絡,在保持各自品牌和運營獨立的基礎上,共同探索產品、運營、內容、平台、渠道及客戶服務等方面的合作可能,合作期限至2031年底止。
市場觀望內地下周召開「兩會」會否有刺激經濟措施出台。滬深股市連續第二天反覆偏軟。港股扭三連漲,恆指繼昨天好淡爭持後,今天高開128點或0.5%報24,528欠承接,掉頭曾倒跌191點,低見24,208,現造24,332,回吐677點或0.3%。
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