郭家耀: 市场逐步消化科网股监管消息 港股料26,500至27,500上落
正荣金融业务部副总裁郭家耀称,美股在2020年最後一个交易日造好,指数高开高走,道指及标普500指数再创历史新高水平。美元反覆回升,金价及油价轻微向好,美国十年期债息回落至0.91厘水平。港股预托证券普遍偏软,预料大市早段跟随低开。
内地股市造好,沪综指高开高走,并以接近全日高位收市,上升1.7%,企稳3,400点水平,沪深两市成交额亦显着增加。
港股表现反覆向好,企稳27,000点水平,新经济股表现向上,带动大市走势。整体市场气氛维持乐观,市场亦逐步消化科网股的监管消息,预料指数可维持於26,500至27,500点水平上落。
另2021年全国工业和信息化工作会议日着召开,工信部部长肖亚庆在会上表示,2021年将有序推进5G网络建设及应用,加快主要城市5G覆盖,推进共建共享,新建5G基站60万个以上。要以5G建设为牵引,统筹部署数据中心和算力设施。同时聚焦10个重点行业,形成20大典型工业应用场景,开展工业5G专网试点,并适时发布部分频段5G毫米波频率规划。
2020年以来,工信部大力推动5G发展应用,加快5G网络建设,取得较好的效果。网络建设稳步推进,新增5G基站约58万个,推动5G基站共建共享33万个,实现年初所定地市覆盖5G的目标。首11个月国内市场5G手机出货量达1.44亿部,占手机出货量的51.4%;上市5G手机新机型累计199款,占新上市机型的47.7%。用户数量增长较快,5G终端连接数已超过2亿。工信部推动5G建设有助带动电讯设备行业发展,相关股份前景展望乐观。
(笔者为证监会持牌人,没持有上述股份)~
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