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5月12日电信重组的消息公布之后,3G概念股已经展开了一轮攻势,相关个股纷纷上涨。从基本面上来讲,电信重组及3G的临近,确实将对通讯设备行业带来整体利好。但各厂商受益程度将根据重组实施的进度、厂商的业务和产品的特点、竞争实力以及其收入计入的方式而有所不同,
May 12 telecom restructuring news, 3G concept stocks have launched an offensive, related stocks have gone up. Fundamentally speaking, the reorganization of telecom and the advent of 3G will surely bring overall good news to the communications equipment industry. However, the profitability of each manufacturer will vary depending on the progress of restructuring, the manufacturer’s business and product characteristics, competitive strength and the way in which its revenue is recorded.