智通财经APP获悉,中金发布研究报告称,内地电信5G已开始进入回报期,资本开支有望下降支撑自由现金流表现,成本费用控制亦支撑利润稳健性。在此低利率环境下,电信服务板块的估值具吸引力。该行表示,铁塔方面,因自由现金流大幅高于分红金额,认为其催化剂临近,分红提升潜力较大。同时,2025年第4季,存量铁塔折旧即将完成,利润有望大幅回升,股东回报可观。数据中心方面,今年板块虽有小幅估值修复,但该行表示...
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