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中電信(00728.HK)續升3%創逾三年高 獲摩通列大中華區行業首選
中電信(00728.HK)六連升,今日(13日)輕微高開0.3%,早市升幅擴大,高見3.48元。現報3.47元,創逾三年高,升約3%,成交3,049.94萬股,涉資1.05億元。 另中移動(00941.HK)三連升,今早高見56元創近九個月高,現報55.6元,升1.55%,成交1,493.21萬股,涉資8.29億元。聯通(00762.HK)六連升,高見5.38元創2021年3月中旬後近兩年高。現報5.37元,升1.9%,成交1,309.2萬股,涉資6,995.29萬元。 全國工業和信息化工作會議日前召開,指中國已累計建成開通5G基站超過230萬個,新型數據中心建設成效明顯。國家工信部部長金壯龍在會上表示,今年將出台推動新型信息基礎設施建設協調發展的政策措施,加快5G及千兆光網建設,啟動「寬帶邊疆」建設,全面推進6G技術研發。 摩根大通日前亦發表報告,今年仍然看好內地電訊股,預期營運商受惠於持續的重估及雲市場市佔擴張。該行將香港寬頻(01310.HK)及中電信並列為今年大中華區電訊股首選。該行予中移動「增持」評級,目標價升至70元;予中電信「增持」評級,目標價升至4.5元;予聯通「中性」評級,目標價升至5.8元。
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