研报掘金丨中泰证券:首予中国移动“买入”评级,高分红高股息价值凸显

格隆汇
19 Jun

中泰证券研报指出,中国移动是全球网络规模第一、客户规模第一、收入规模第一的通信信息服务商。公司主营业务范围涵盖个人、家庭、政企以及新兴四大市场。公司是世界领先的通信运营商,近年来在云计算、新兴业务领域持续快速发展,随着Deepseek 等大模型应用快速发展,有望带来云/IDC价值重估。公司高分红高股息价值凸显,且与国际主流通信运营商估值对比仍凸显其价值低估。首次覆盖,给予“买入”评级。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10