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港股異動 | 三大電信股走強 中國電信(0728.HK)漲超4%
格隆匯7月13日丨港股三大電信股走強,中國電信(0728.HK)漲超4%,中國移動漲2%,中國聯通漲超1%。繼上個月移動、廣電700MHz 5G基站集採啟動後,5G三期招標再下一城。7月9日晚,中國電信、中國聯通發佈了2.1GHz 5G基站集採公吿,兩家電信運營企業計劃合計採購24.2萬站,本次集採最高投標限價為205.32億元。信達證券認為,在運營商基站集採的推動下,光模塊、基站天線射頻等細分行業景氣度將迎來改善。國泰君安證券認為,隨着電信和聯通新一期5G基站招採開啟,今年整個5G基建板塊的投資及產業鏈公司業績將呈現前低後高趨勢。

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