郭家耀:港股短期反彈空間料有限內地5G基建加快惹憧憬
正榮金融業務部副總裁郭家耀稱，美股上周五(9日)表現向下，市場憂慮中美貿易戰再度升溫，拖累三大指數均錄得跌幅收市。美元走勢轉強，美國十年期債息回升至1.74厘水平，金價高位整固，油價則由低位反彈。港股預託證券大致偏軟，預料大市早段跟隨外圍低開。內地股市持續受壓，滬綜指上周五高開低走，收市下跌0.7%，滬深兩市成交額繼續保持低迷。市場觀望7月經濟數據表現，以及中美貿易戰進展，短期較難扭轉目前局面。
港股先升後跌，市場氣氛繼續審慎，大市成交易進一步縮減，投資者觀望今周外圍局勢表現，以及藍籌股業績消息，預料短期反彈空間有限，阻力在26,200點附近，下方支持在25,500點水平。
另內地媒體報道，隨著5G商用牌照正式發放，5G網路基礎設施建設迎來火熱施工期，今年內地5G基站數量預計將達15萬台，其中北京、上海、成都、深圳等城市均計劃於年底建成超過一萬台5G基站。三大運營商今年在5G方面的投入有望超過400億元人民幣。業內指出5G基建建設將進一步促進基站天線、網路設備、光纖光纜等設備供應行業的發展。
目前內地5G網路和終端均已步入成熟階段，工信部日前表示，今年主要在一些熱點地區、大城市部署5G，地方政府也在加快推進5G網路建設和部署的步伐。以北京市為例，截至7月底，鐵塔公司已完成建設交付5G基站7,863台，運營商開通5G基站6,324台，預計到2019年年底北京將建設5G基站超過一萬台。
此外，上海、成都、深圳等城市均計劃於年底建成超過一萬台5G基站。賽迪智庫研究預計，今年內地基站建設量預計將達到15萬台，高於年初預期50%。5G基建建設拉動一批設備供應商的發展，其中5G發展將帶動器件原材料、基站天線、小微基站、通信、網路設備、光纖光纜、光模塊等設備供應行業的發展，利好相關股份表現。
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