港股电信股部分逆势上涨，其中，中国移动绩后一度涨超2%，中国联通涨1.9%，数码通电讯、香港宽频飘红。消息上，中国移动昨日盘后公告，2024年营运收入为10408亿元，同比增长3.1%；股东应占利润为1384亿元，同比增长5.0%。董事会建议2024年全年派息率为73%；末期股息每股2.49港元，连同已派发的中期股息，2024年全年股息合计每股5.09港元，同比增长5.4%。值得注意的是，2025年，公司计划在算力领域投资373亿元，占资本开支的比例提升到25%，对推理资源的投资不设上限。有分析指，AI产业革命下，电信运营商的角色正在被重新定义，从算力基建到场景落地，从成本优化到生态共建。2025年将是AI应用加速爆发的一年，三大运营商也将迎来挖掘第二增长曲线的重要机遇期。(格隆汇)
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