智通财经APP获悉，电信股尾盘拉升，截至发稿，中国联通(00762)涨5.26%，报9.6港元；中国电信(00728)涨5.04%，报6.25港元；中国移动(00941)涨1.49%，报84.95港元。
消息面上，三大运营商将在未来一周内召开财报业绩会，市场关注运营商的资本开支规划及去向。华创证券此前指出，2025年三大运营商，资本开支总量或将下滑，主要是传统业务拖累；但据通信产业报数据，预计三大运营商2025年算力开支为1000亿元、较2024年增加200亿元。
里昂发布研报称，预计三大运营商去年下半年财报疲弱，受工业互联网收入增长料由双位数降至单位数影响。该行指，中国政府及企业在经济疲软下对资讯科技开支更为谨慎，电讯商亦对云项目更为选择性以改善平均收益及现金流，该行指，三大电讯商削减资本开支及延长5G基站折旧年期以提振利润及增加派息。资本开支下降趋势将持续，该行上调对三大电讯商目标价。
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