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Communication 2024-12-26T11:49 財經茄呢啡 瑞典電信公司愛立信 周二 (15 日) 美股盤前發布 2024 會計年度第三季財報,在北美 5G 設備需求反彈對動下,電信設備市場出現改善跡象,該季營收、獲利齊齊打敗經濟學者估計,激勵股價飆升。
Communication 2024-12-07T11:49 財經茄呢啡 電信概念股表現強勁,其中中國聯通和中國衛通漲停,中國電信漲幅超過7%,中國移動上升超過3%。受此影響,跟蹤中證電信主題指數的ETF也上升了3%以上。
Communication 2024-12-07T11:49 財經茄呢啡 電信公司將更加關注企業業務的盈利能力和現金流,而不僅僅是追求收入提升。此外,瑞銀相信,盡管行業服務收入提升放緩,但電信公司有望實現全年盈利指導,得益於運營槓桿的改善、需求驅動的資本支出投資,以及將盈利能力作為企業業務的首要任務。瑞銀保持對中國電信行業的積極評價,並特別推薦中國移動作為首選股,因為其在移動市場份額提升方面面臨的壓力較小。
Communication 2024-11-28T11:52 財經茄呢啡 網通廠神准 布局印度市場許久,印度電信商近期積極采購 5G 固定無線接取 設備,今 日股價受激勵,最高來到 177.5 元,漲逾半根停板,成交量放大。
Communication 2024-11-23T11:58 財經茄呢啡 3大內地電信股全面向下,聯通跌6.55%,報5.42元;中國電信A股跌4%,報6.48元;中國移動A股也跌1.03%,報103.59元。
Communication 2024-11-21T11:53 財經茄呢啡 中磊將持續深耕寬頻技術領域,深化電信產業伙伴合作。預測新世 代寬頻產品如:高速光纖接取設備、DOCSIS CABLE 4.0 產品、WIFI 7 無線裝置、 5G FWA 固網無線接取設備、影音串流設備、商用網通設備及智慧物聯網等,效 益將逐漸彰顯,整體營收成長可期。公司掌握市場契機,堅守永續經營方針, 增長股東、客戶和員工長期利益,打造企業永續價值。
Communication 2024-11-16T11:57 財經茄呢啡 受「全球6G發展大會」這一消息催化,部分電信股、通訊設備股均表現活躍。中國聯通漲3.5%,中國電信漲2.58%,中國移動漲1.3%,中國鐵塔漲2.97%。
Communication 2024-11-16T11:57 財經茄呢啡 近日港股走勢隨著中央推出的化債措施不似預估,而整體上揚動力轉弱後,資產由高BETA的科技股流向低BETA的高息股,導致不少中資電信股的走勢在周三突然逆轉。其中,中國移動、中國電信及中國聯通的股權升幅曾一度擴闊至2%至5%不等,雖然在昨天收市時,中資電信股的整體升幅明顯收窄,但未反映出投資者對有關股權的後市轉為睇空,尤其是港股在年底前的走勢仍然會相對反覆低弱下,認為資產繼續追捧高息股的方向仍會持續。
Communication 2024-11-16T11:57 財經茄呢啡 電信股逆勢上揚,中國聯通漲3.50%,中國電信漲3.04%,中國移動漲1.81%。消息面上,據悉,2024全球6G發展大會於2024年11月13日—14日在上海舉辦。本屆大會主題為「領航新征程-眺望6G標准前沿」。
Communication 2024-11-16T11:57 財經茄呢啡 截至早上11時止,過去1小時內《彭博》用戶搜尋量最多港股,依次為中國聯通、中國移動、中國電信、融創中國及聯想集團。
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