《大行報告》美銀證券:中電信和聯通啟動5G基站採購 維持中興(00763.HK)和鐵塔(00788.HK)「買入」評級
美銀證券發表研究報告指,投資者此前比較關注國內電信運營商會否縮減今年5G部署規模,以及評估對設備供應商及電信基礎設施服務供應商的相應影響,近日中國電信(00728.HK)與中國聯通(00762.HK) 終於發布的2.1GHz 5G基站集中採購計劃,顯示出今年5G佈局未有減少。
美銀指出,根據計劃初步資料,首兩位中標者將獲得92%市場份額,預期集採計劃將利好中興(00763.HK)及鐵塔(00788.HK)下半年收入,中興的市佔率亦有望提升,均維持「買入」評級。
該行對中興給予目標價30元,為今年預測市盈率的19倍,並予鐵塔目標價1.8元,相信5G投資週期將較以往3G及4G長。
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