《大行报告》高盛5G商用牌照快推出对中兴(00763.HK)正面
内地媒体指5G商用牌照最快将於本周内发放,高盛发表报告指,推出时间大致符合该行预期,消息对电讯设备股有利,除了因意味商用模式开始,亦预计对5G电讯设备的需求将开始大幅提升。该行料最受惠公司为中兴(00763.HK),因其科技层面已准备就绪,并已抢掂相关中国市占率,其中国无线设备市占率达30%,亦得政府支持。该行重申对中兴评级「买入」,目标价35元。
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