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Communication 2021-07-24 12:51 財經茄呢啡 中國移動在今年5月中旬宣布,將申請在上交所主板上市,擬公開發行不超過9.65億股,而中國聯通則是已經在A股上市。中國電信方面,3月17日便宣布回A股上市的消息,類似申請在4月得到大陸證監會受理,並在7月22日就快速得到批准。大陸電信三雄自美股下市後,預測最快年內可望在A股共聚一堂。
Communication 2021-07-22 11:46 財經茄呢啡 SAAS微盟再大幅回落6.1%,手機類似股丘鈦向下修訂全年攝像頭模組出貨數量目標,股價跌14%。比亞迪電子及瑞聲各跌3%。電訊股逆市升,中電信升6%,電訊設備股中興升4.7%。
Communication 2021-07-22 11:46 財經茄呢啡 中資電訊股:另一逆市靠穩板塊,中國電信創近十二個月半高,收市升6%;中移動升0.8%;聯通升1.2%;中通服升1.1%。設備股中興創逾一年高,收市升4.7%。
Communication 2021-07-22 11:46 財經茄呢啡 十九大類股只有三類上升,電力天然氣、電信股,以及水泥玻璃類股依序漲1.37%、1.07%和0.01%。下挫的十六類股中,鋼鐵和醫療精密設備各跌2.32%和2.47%墊底。
Communication 2021-07-17 11:45 財經茄呢啡 智通財經APP獲悉,大摩公布研究報告,中國電信由於去年第一季疫情令到的低基數影響,集團第二季的純利及總收入增加稍較第一季有所放緩,但相信集團仍能按進度達成全年純利及總收入雙位數字增加目標,保持「賣入」評級,目標價3.8港元,並為行業首選股權。
Communication 2021-07-17 11:45 財經茄呢啡 中電信預估截至6月底止上半年歸母淨盈利約175.76億元至178.55億元人幣,按年增加約26%至28%。富瑞發表報告指,中電信第二季業績好於預期,保持「買進」評級及中資電訊股中首選。
Communication 2021-07-17 11:45 財經茄呢啡 小摩公布研究報告,中國電信現價相對每股淨資金比為0.6倍及回報率約6%,屬吸引水平,由於預估公司潛在A股估值與H股估值的差距,認為H股股價上行空間大,保持「賣入」評級及目標價4.5港元。
Communication 2021-07-15 12:11 財經茄呢啡 美國聯邦通信委員會周二一致透過一項19億美元的計劃,以補償美國運營商從其網絡中移除華為和中興(深股代碼000063)等被視為國家安全威脅的中國公司的電信網絡設備。 去年,FCC將華為和中興列為通信網絡的國家安全威脅,該聲明禁止美國公司動用83億美元的政府資產從這兩家公司購買設備。去年12月,FCC出台規定,要求擁有中興或華為設備的運營商「拆除並更換」這些設備。
Communication 2021-07-01 12:04 財經茄呢啡 而布建5G寬頻服務建設也是美基建計畫的主要環節,進一步推升美電信股走高之外,台系供給鏈預測將得利於小基站、WIFI 6等設備需求增溫。其中,啟基WI-FI 6產品線出貨占比下半年可望過半,5G部分則在更多電信商加入商轉之下,營收貢獻有可能翻倍,占整體比重達一成水准。
Communication 2021-07-01 12:04 財經茄呢啡 超過40家運營商和設備制造商承諾以某種形式來使用這種更快的技術。其中包括中國聯通(港股代碼762)、廣和通(深股代碼300638)、中華電信、德國電訊和澳洲電訊。
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