中国联通(00762)今日盘中大幅上涨5.05%，引起了市场的高度关注。
消息面上，国务院国资委相关负责人在新闻发布会上表示，将扎实做好新央企组建和战略性重组，并更大力度推进“AI+”专项行动，这为包括中国联通在内的电信运营商带来了明确的政策利好。
此外，有机构研报指出，中央强调国企反内卷有利于运营商ARPU值企稳回暖，同时险资风险因子下调也有利于红利板块配置。在当前市场环境下，运营商板块凭借强盈利韧性和高股息属性，其投资价值正日益凸显，获得了资金的青睐。
中国联通(00762)今日盘中大幅上涨5.05%，引起了市场的高度关注。
消息面上，国务院国资委相关负责人在新闻发布会上表示，将扎实做好新央企组建和战略性重组，并更大力度推进“AI+”专项行动，这为包括中国联通在内的电信运营商带来了明确的政策利好。
此外，有机构研报指出，中央强调国企反内卷有利于运营商ARPU值企稳回暖，同时险资风险因子下调也有利于红利板块配置。在当前市场环境下，运营商板块凭借强盈利韧性和高股息属性，其投资价值正日益凸显，获得了资金的青睐。
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