港股異動 | 中國聯通(0762.HK)領三大電信股回吐 5G業務是否出現拐點仍不明朗
格隆匯8月19日丨三大電信股回吐,中國聯通(0762.HK)跌5.67%領跌。中國聯通方面未就今年上半年5G套餐用户量進行披露。匯豐環球研究發研報指,中國聯通上半年業績令人欣喜,該行預計中國聯通下半年移動業務將恢復1.5%的同比增長,但對公司5G業務在近期是否出現拐點仍持謹慎態度。匯豐認為,收入增長不明確是其面臨的一個關鍵問題。該行續指,儘管近期存量業績反映上半年改善趨勢。 然而,但該行注意到5G的採用對消費者和企業的影響仍然存在不確定性。匯豐將中國聯通由“買入”評級下調至“持有”評級,目標價6.3港元。

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