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　　瑞银发布研报称，预测中国移动（00941）2024-2027年，净利复合年增长率为5%。基于DCF估值，上调集团目标价14%，由90港元升至103港元。维持“买入”评级。

　　中国移动绩后，该行将其2025-2027年的资本支出调低6-8%，由于折旧假设降低而上调集团2025-2027年净利润1-4%。但由于对人工智能基础设施等新业务领域的投资，导致营运支出增加，部分抵消这一影响。另凭借中国移动以需求为导向的资本支出策略及不断改善的派息率，瑞银见其改善股东回报的清晰路径，预测2026年派息比率将达76%。

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