花旗发表报告指，联通(00762.HK) 去年第四季收入995亿人民币，较该行和市场预期分别高出8%和5%； EBITDA按年下跌9%至190亿人民币，较该行和市场预期分别低5%和12%。净利润按年增长7%至16亿人民币，较该行和市场预期低3%和4%。2024财政年度每股派息按年提升20%至0.404元人民币，派息比率为60%，略高于该行预期。
报告指，联通2024财政年度整体资本支出为610亿人民币，按年减少17%，未达650亿的指引目标，而2025财政年度的支出指引目标为550亿人民币，按年减少约10%，该行认为这可能对中兴通讯(00763.HK) 不利。
报告指，联通2025财政年度电脑相关资本支出指引目标为按年增加28%，而管理层强调人工智能投资将来自另一个资金池，并视需求而定。花旗对该股目标价为6.9元，评级“买入”。(ha/u)(港股报价延迟最少十五分钟。沽空资料截至 2025-03-18 16:25。)
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