金吾财讯 | 港股5G概念板块走强，截至发稿，中国电信（00728）涨2.28%，中国铁塔（00788）涨1.92%，中国联通（00762）涨1.34%，中国移动（00941）涨1.34%，电讯盈科（00008）涨1.15%。消息面上，中国银河证券研究称，《信息通信行业发展“十五五”规划》发布，国内5G基站存量充足，5G-A进入规模化商用阶段，万兆光网试点加速落地。算力网络建设拉动光模块、通信设备需求；运营商传统通信业务打底，算力新业务持续贡献增量。风险提示：运营商资本开支不及预期，行业竞争加剧。
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