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《熱門族群》中華電4G鳴槍,網通股up
May 30th 2014, 03:10

《熱門族群》中華電4G鳴槍,網通股up
2014/05/30 11:10時報資訊

【時報記者王逸芯台北報導】中華電 (2412) 4G趕進度,昨(29)日宣告正式開台,掀起台灣電信業一陣旋風,相關網通概念股可望藉由台灣4G的鳴槍,活絡供應鏈出貨,今相關概念股開出慶祝行慶,智邦 (2345) 放量大漲約半根停板,仲琦 (2419) 亦勁揚逾3%,其餘網通概念股包括波若威 (3163) 、台揚 (2314) 、合勤控 (3704) 等同步大漲;此外,中華電的手機代理商神腦 (2450) 亦強彈逾1.5%。

中華電因搶下1800MHZ的C5頻段,搶先在五月底4G開台,預計7月可以達到7都暢通(即6都+新竹),在中華電積極建設,加上其他業者持續跟進開台下,相關網通概念股營運前景頗具想像空間,整體來說,產業在第二季和第三季的表現可望更優於第一季。

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