BOC International: China Mobile (00941) Q3 Results Meet Expectations, AI/Cloud IaaS Demand Growth to Boost Second Half Momentum

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Oct 22

Boc International has released a report revealing that, despite operational costs rising due to the development of new AI cloud products and talent recruitment, which has impacted EBITDA and profit margins, China Mobile (00941) still experienced a 1.4% year-on-year increase in Q3 earnings. The firm anticipates robust growth in demand for AI computing power through fully self-developed IP and hardware/software cloud services to drive telecommunications operators' profitability for the remainder of 2025 and beyond. BOC International reaffirms its "Buy" rating on China Mobile with a target price of HKD 103.2. The firm's preference for telecom operators remains unchanged, prioritizing China Telecom (00728), followed by China Mobile, and lastly, China Unicom (00762).

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The firm anticipates robust growth in demand for AI computing power through fully self-developed IP and hardware/software cloud services to drive telecommunications operators' profitability for the remainder of 2025 and beyond. BOC International reaffirms its \"Buy\" rating on China Mobile with a target price of HKD 103.2. The firm's preference for telecom operators remains unchanged, prioritizing China Telecom (00728), followed by China Mobile, and lastly, China Unicom (00762).</p>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0531971595.HKD","symbol_name":"HSBC GIF CHINESE EQUITY \"AD\" (HKD) INC","start_time":0,"source_url":"","article_id":"1149030286","we_media_id":"1036600163","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1149030286","pubTimestamp":1761127296,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Stock News","introduction":"Global Stock News First-Time Broadcast","home_visible":1,"id":"1036600163","head_image":"https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a"},"summary":"Boc International has released a report revealing that, despite operational costs rising due to the development of new AI cloud products and talent recruitment, which has impacted EBITDA and profit...","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"80883":"中国海洋石油-R","600941":"中国移动","LU0531971595.HKD":"HSBC GIF CHINESE EQUITY \"AD\" (HKD) INC","LU0871576103.HKD":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) ACC","LU0164865239.USD":"HSBC GIF CHINESE EQUITY \"AC\" (USD) ACC","BK1610":"ETF&股票定投概念","LU1226288253.USD":"UBS (LUX) KEY SELECTION SICAV - CHINA ALLOCATION  OPPORTUNITY (USD) \"P\" (USD) INC","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","LU1951186391.HKD":"UBS (LUX) KEY SEL CHINA ALLOCATION OPPORTUNITY (US \"P\" (HKD) INC","LU1064131003.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"A\" (USD) ACC","LU0516422440.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"A\" (USD) ACC","LU1497733631.SGD":"Eastspring Investments - Asian Low Volatility Equity Fund ASDM SGD","BK1152":"无线电信业务","LU0516423174.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (USD) ACC","LU1152091168.USD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" INC","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","SGXZ81163826.USD":"UNITED CHINA A-SHARES INNOVATION \"A\" (USD) ACC","00941":"中国移动","LU1226287792.SGD":"UBS (LUX) KEY SEL S-CHINA ALLOCATION OPP \"P\" (SGDHDG) INC","LU0516423091.SGD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (SGD) ACC","SGXZ49509284.SGD":"United China A Shares Innovation A Acc SGD","LU0516422952.EUR":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (EUR) ACC","LU0067412154.USD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) ACC","LU1226287875.USD":"UBS (LUX) KEY SEL S-CHINA ALLOCATION OPP \"PM\" (USD) INC","LU2148510915.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"R\" (USD) ACC","LU1634259557.SGD":"Eastspring Investments - Asian Low Volatility Equity Fund AS SGD-H","LU0164880469.USD":"HSBC GIF HONG KONG EQUITY \"AC\" ACC","HK0000252152.HKD":"易方达 (香港) 中国股票股息基金A 类 (累积) 港元","BK1521":"挪威政府全球养老基金持仓","BK0261":"媒体","BK1506":"5G概念","LU1152091754.HKD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" (HKD) INC","LU1522347837.USD":"EASTSPRING INV ASIAN LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC A","HK0000252160.HKD":"易方达 (香港) 中国股票股息基金A 类 (分派) 港元","LU1328615791.USD":"FULLERTON LUX FUNDS - ALL CHINA EQUITIES \"I\" (USD) ACC","LU0516422366.SGD":"Fullerton Lux Funds - Asia Focus Equities A Acc SGD","LU1064130708.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"I\" (USD) ACC","SG9999002463.SGD":"LionGlobal China Growth SGD","HK0000500386.USD":"易方达 (香港) 中国股票股息基金A 类 (累积) 美元","LU1497734951.SGD":"Eastspring Investments - Asian Low Volatility Equity Fund ASDM SGD-H","LU1008478684.HKD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (HKD) ACC","BK1589":"北水核心资产","BK1536":"电信股","LU1481107354.HKD":"HSBC GIF HONG KONG EQUITY \"AD\" (HKD) INC","CHL":"中国移动","LU1226287529.USD":"UBS (LUX) KEY SELECTION SICAV - CHINA ALLOCATION  OPPORTUNITY (USD) \"P\" (USD) ACC","LU0149721374.USD":"HSBC GIF HONG KONG EQUITY \"AD\" INC","LU1497733557.USD":"EASTSPRING INV ASIAN LOW VOLATILITY EQUITY FUND \"A\" (USD) INC A","LU1226288170.HKD":"UBS (LUX) KEY SEL S-CHINA ALLOCATION OPP \"P6%\"(HK D) INC","LU1634259391.SGD":"Eastspring Investments - Asian Low Volatility Equity Fund AS SGD"},"translate_title":"中银国际：中国移动(00941)Q3业绩符合预期AI/云IaaS需求增长提振下半年动能","themeId":"","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"80883":1,"600941":1,"00941":1,"CHL":1},"content_text":"Boc International has released a report revealing that, despite operational costs rising due to the development of new AI cloud products and talent recruitment, which has impacted EBITDA and profit margins, China Mobile (00941) still experienced a 1.4% year-on-year increase in Q3 earnings. The firm anticipates robust growth in demand for AI computing power through fully self-developed IP and hardware/software cloud services to drive telecommunications operators' profitability for the remainder of 2025 and beyond. BOC International reaffirms its \"Buy\" rating on China Mobile with a target price of HKD 103.2. The firm's preference for telecom operators remains unchanged, prioritizing China Telecom (00728), followed by China Mobile, and lastly, China Unicom (00762).","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"}}}