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港股異動 | 港A兩市5G概念股普漲 中共中央政治局提出加快5G建設
格隆匯 03-05 10:40
格隆匯3月5日丨港A兩市5G概念股普漲,港股市場中通服(0552.HK)、京信通信漲逾4%,長飛光纖光纜、俊知集團漲逾3%;A股市場萬馬科技、依米康、沃特股份等多股漲停,中興通訊(獲納入格隆匯2020年“下注中國十大核心資產”)一度漲逾4%。個股方面,京信通信料2019年度扭虧為盈逾1.4億港元;富時羅素昨日公佈,將中興通訊納入富時中國A50指數。板塊上,中共中央政治局常務委員會昨日召開會議,提出加快5G網絡、數據中心等新型基礎設施建設進度。目前,已有25個省市的政府工作報告提及新型基建,其中21個地區表示推動5G建設與佈局等相關工作。中金認為,政策層面的接連鼓勵,有助於穩定和提升5G的投資力度,助力5G網絡實現快速大規模擴張;2020年至2022年是5G建設的投資高峯期,運營商的資本開支將逐步上揚以建設基本覆蓋全國的5G商用網絡。
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