里昂发布研报称,中资电讯股将陆续公布2025年中期业绩,预期行业收入增速将放缓至约1%至2%,主要因工业互联网收入受宏观疲软及客户趋向谨慎所影响。虽然AI热潮带动IDC需求,但里昂认为电讯商的AI云产品尚未成熟,同时移动服务收入正面临市场饱和与竞争加剧的压力,不过预期透过严格控制成本,以及资本支出下降,预计净利润仍可实现3%至9%增长,股息回报率维持于5%至6%的吸引水平。里昂预测中国移动(...
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