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《大行報告》美銀證券:內地5G手機滲透率將提升 維持三大電訊股「買入」評級
阿思達克 10-14 14:15
美銀證券發表報告表示,蘋果公司發布了iPhone 12系列的新手機,4款均為5G手機。隨著iPhone 12的發布,該行預計其他智能手機品牌將推出更多新的5G手機,將進一步促進內地5G智能手機的市場滲透,換言之有望進一步提高5G用戶使用5G網絡時平均每用戶收入(ARPU)增長。

報告又指,未來6個月將有以下重點,包括由中國移動(00941.HK)、中國電信(00728.HK)及聯通(00762.HK)進行的新一輪5G基站集中採購;中移動推出700MHz至2600MHz之間的5G計劃;各種手機品牌推出更實惠的5G智能手機;企業和工業客戶與國內移動運營商就5G服務達成協議;移動運營商公布其2021年5G部署計劃等。

該行維持對中移動、中電信及聯通「買入」評級,主要基於5G服務有望提升ARPU增長、嚴格控制資本支出且估值不高,目標價分別為90元、4元及8.8元。

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