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Communication 2023-07-29T11:56 財經茄呢啡 周一中興通訊等中國電信股紛傳漲聲,因中國公募主動偏股基金第二季吸納電信等科技股。興業證券在報告中直言,中國主動偏股型基金第二季繼續吸納以TMT(科技、傳媒、電信)為主的科技成長類股,中興通訊和中際旭創新晉公募為主要持股項目。
Communication 2023-07-22T12:00 財經茄呢啡 中電信董事長兼首席執行官柯瑞文曾預告,公司將在A股發行上市後3年內,逐步將每年以現金方式分配的盈利增長至當年股東應占盈利的70%以上。而且,母企中國電信集團亦正實施40億元人幣賣入計劃,未來公司會積極考慮H股回購的戰略方案,以維持股價穩定。
Communication 2023-07-22T12:00 財經茄呢啡 智通財經APP獲悉,瑞銀公布研究報告稱,國家工信部數據顯示,4月至5月份電信行業服務收入同比增加5.5%,增速較今年首季的7.7%及去年全年的8%放緩。該行重申中國移動為首選股,預期三大電信商都有望實現全年利潤增加指引,另外也睇好中興通訊毛息口擴張統驅動利潤顯著上行。
Communication 2023-07-22T12:00 財經茄呢啡 智通財經APP獲悉,瑞銀公布研究報告稱,國家工信部數據顯示,4月至5月份電信行業服務收入同比增加5.5%,增速較今年首季的7.7%及去年全年的8%放緩。該行重申中國移動為首選股,預期三大電信商都有望實現全年利潤增加指引,另外也睇好中興通訊毛息口擴張統驅動利潤顯著上行。
Communication 2023-07-22T12:00 財經茄呢啡 7月21日北向資產賣入1273.57萬股中國電信。近5個交易日中,獲北向資產賣入的有4天,累計淨賣入4119.23萬股。近20個交易日中,獲北向資產賣入的有19天,累計淨賣入2.74億股。截至如今,北向資產持有中國電信3.62億股,占公司A股總股本的0.4%。
Communication 2023-07-20T11:51 財經茄呢啡 三大運營商集體上揚,中國聯通漲5.29%,中國電信漲4.51%,中國移動漲1.9%,包括5G概念股、電訊設備股等應聲而漲,中興通訊漲4.16%。
Communication 2023-07-20T11:51 財經茄呢啡 諾基亞和愛立信財測不妙,也拖累電信網路設備類股紛紛下挫,美國三大電信商ATT、威瑞森和T-MOBILE股價當日分別下挫4.10%、1.82%、0.72%。
Communication 2023-06-29T12:04 財經茄呢啡 電信股、電訊設備、5G概念股也表現不佳,中國移動、中國聯通等部分概念股相繼下挫;高鐵基建股、港股央企、建材水泥股等亦紛紛走弱。
Communication 2023-06-29T12:04 財經茄呢啡 隨著投資人消化陸續揭曉的企業財報,歐股周四(20日)收於平盤之下;汽車類股因全球電動車龍頭特斯拉「殺價搶市占」的行動而下降;芬蘭電信設備制造商諾基亞首季財報失色,股價重挫逾8%。
Communication 2023-06-29T12:04 財經茄呢啡 拜登政府擬設禁令限制美企對中國投資,以及美眾院通過法案擬禁華為中興提供電信設備或服務等消息,引發外資恐慌,全日通過陸股通急走逾76億元(人民幣.下同),規模創下近六個月新高。
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