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《大行報告》里昂:中資電訊股業務持續改善 估值低廉
阿思達克 02-24 15:03
里昂發表研究報告指,中資電訊股近日走出谷底,內地三大電訊商第四季服務收入增長加速至6-7%,料今年續升5%,主要由5G和工業工聯網帶動。目前,中資電訊股業務持續改善,估值低廉。

該行指,國內5G用戶在去年底已超3億,料今年數字可倍增,三大電訊商會繼續擴大5G網絡基站,並利用低頻寬基站擴展,擴大覆蓋支持工業應用。

該行看好中移動(00941.HK)會成為5G大贏家,而中聯通(00762.HK)可成為5G升級的受惠者,因估值吸引,維持兩者「買入」評級,目標價分別80元及7.7元;中電信(00728.HK)評級為「跑贏大市」,目標價2.8元。

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