摩根士丹利发表研究报告，预料中资电讯商第三季整体表现平平，AI相关业务收入增长或不足以抵销传统收入的疲弱，对第四季前景亦维持审慎看法，目前对中国移动(00941.HK) 、中国电信(00728.HK) 、中国联通(00762.HK) 及中国铁塔(00788.HK) 仍给予“增持”评级，中通服(00552.HK) 评级为“与大市同步”。大摩预期行业服务收入于第三季仅轻微按年上升，增速较第二季放缓，...
Source Link摩根士丹利发表研究报告，预料中资电讯商第三季整体表现平平，AI相关业务收入增长或不足以抵销传统收入的疲弱，对第四季前景亦维持审慎看法，目前对中国移动(00941.HK) 、中国电信(00728.HK) 、中国联通(00762.HK) 及中国铁塔(00788.HK) 仍给予“增持”评级，中通服(00552.HK) 评级为“与大市同步”。大摩预期行业服务收入于第三季仅轻微按年上升，增速较第二季放缓，...
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