智通财经APP获悉，摩根大通发布研报称，看好三大电信商，因股东回报吸引、利润增长健康，以及AI带来的潜在云服务收入增长空间。首选中国电信(00728)，因其拥有最大的云业务敞口，而且传统移动和宽带服务最具韧性，目标价7.5港元。至于中国移动(00941)及中国联通(00762)目标价分别为110港元及12港元，均获“增持”评级。
过去3个月，内地三大电讯商包括中国移动、中国电信及中国联通的股价均跑输恒指。该行认为，目前三大电信商的股息率具吸引力，预期中移动、中电信及中联通全年股息率分别达6.3%、5.4%及5.6%。同时，第三季传统电讯服务收入增长较第二季放缓的情况，已反映于近期的股价弱势中，建议投资者趁股价落后时机吸纳。
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