《大行》中银国际升内地三大电讯股目标价 首推中电信(00728.HK)

阿斯达克财经
Feb 26, 2025

中银国际指,越来越多的新闻显示,主要国有企业行业领导者已部署DeepSeek大模型,以利用人工智能技术提升营运效率。凭借端到端完全专有的硬件、操作系统和应用软件,电讯公司自然成为国有企业和政府机构人工智能创新的合作伙伴,首推中电信(00728.HK) 。随着电讯云成为其业务不可或缺的一部分并展现较高增长,该行认为有必要对其与传统电讯营运显著不同的云业务进行合理估值。目前,按云业务市销率2倍计算,对...

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