港股異動丨中國電信(0728.HK)午後一度拉昇6.5% 領漲國指成分股
格隆匯10月5日丨中國電信(0728.HK)午後一度拉昇6.5%領漲國指成分股,現漲幅收窄至約4%,報2.41港元,中國聯通漲1.39%,中國移動漲0.4%。野村上個月末發表最新研報稱,市場對5G週期中資本開支上升的憂慮已大致反映在股價上,而市場現時更關注基本面的改善及潛在的5G應用。而自中國爆發疫情後,三大電訊商在第二季以來一直處於復甦狀態。將中國聯通的投資評級由原來的“中性”上調至“買入”,因為其對資本開支負擔的減輕最為敏鋭,及具有更高的盈利增長潛力。而中國電信的投資評級則維持“中性”;中國移動仍是該行的首選,其資產負債表強勁及資本開支減少進一步改善派息前景。

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