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港股异动 | 港股5G概念股走强 中国通信服务涨逾5%
格隆汇 09-05 11:09
格隆汇9月5日丨港股5G概念股走强,中国通信服务(0552.HK)涨5.16%、中兴通讯(0763.HK)涨3.68%、建滔积层板(1888.HK)涨3.5%。消息面上,深圳将于明年8月底实现5G网络全覆盖,基站数将达4.5万个。工信部公开征求对《工业大数据发展指导意见(征求意见稿)》,推动5G、NB-IoT等技术在工业场景中的应用,改造升级工业企业内外网络。福建省政府常务会议指出,准确把握5G科技、产业发展方向,实施数字经济领跑行动,打造5G产业创新发展高地。天风证券指,2019年是5G商用元年,随着6月6日5G商用牌照落地,5G规模建设正式拉开帷幕,相关硬件产业链将全面提升。此前影响5G进展的中兴事件的担忧正逐步消除,中国通信设备厂商有望进一步扩大全球份额。5G进入规模建设周期,对通信设备行业形成重大利好。参照此前3G和4G牌照发放后市场表现,认为随着各地5G建设的逐步落地,相关板块业绩有望持续改善。
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