异动解读 | AT&T盘中大涨9.12%,Q2盈利与用户增长双双超预期并加速股票回购

异动解读
Jul 22

AT&T(T)今日盘中大涨9.12%,表现异常强劲,引起了市场的广泛关注。

消息面上,AT&T最新公布的2026年第二季度财报显示业绩全面超出市场预期。调整后每股收益为0.65美元,显著高于市场预期的0.59美元;无线后付费电话净新增用户达到43.2万,大幅超出分析师预估的32.53万。这一超预期的用户增长主要得益于公司推出的"OneConnect"等移动与宽带捆绑套餐以及可定制的"Build-A-Plan"计划,成功吸引了注重性价比的客户。

与此同时,AT&T重申了其2026财年及多年的财务指引与资本回报计划,并宣布将在2026年加快股票回购的步伐,回购规模上调至约100亿美元。公司同时确认了维持每股1.11美元年度股息的计划。这一系列积极的财务表现、稳健的用户增长以及增强股东回报的承诺,显著提振了投资者信心,成为推动股价在盘中大幅走高的主要原因。

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