5G板块异动,宜通世纪拉升封板
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互联网络 2020-03-23 15:16:51 字数:249

5G板块异动,宜通世纪等拉升封板,广哈通信、国脉科技、武汉凡谷等大幅跟涨。

中泰证券认为,今年以来,高层密集出台政策强调以5G为首的新基建,工信部和运营商调研建设实施方案并明确年内提前完成原定5G建设计划。在宏观经济和就业压力下,政策引导资源趋向新型基础设施,有望加快加大投入。5G网络处于新基建核心地位,未来十年会对GDP产生庞大的直接或间接拉动,带动上游产业链变革的同时,也将激发数字经济全面兴起。既解决流量非线性增长压力又具备强大的外部效应,国内5G投建快速向上将十分确定。

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