You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
交银国际:料中兴(0763.HK)今年取得更多5G份额 升目标价至33港元
格隆汇 02-13 11:07

交银国际研报指,去年首阶段的5G构建主要是非独立组网形式,这把中兴通讯(0763.HK)置于不利地位,因为份额的分配是基于先前的4G份额,但预计三家中国电信商的5G招标结果将于今年第一季公布,随著电信运营商从非独立过渡到独立组网,中兴将从今年开始获得更多份额,故将评级由“中性”调升至“买入”,目标价由21港元上调至33港元。

报告又指,自从去年下半年赢得中国移动的招标后,预计核心路由器将成为今年有线业务的推动力。另外,武汉肺炎疫情无阻内地5G发展,虽然疫情抑制了消费者需求,但中兴的敞口有限,因此短期财务前景相对稳定。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account