摩根士丹利发表报告，认为大中华电信营运商的行业“啤打”值已大致过去，因此将行业评级由“吸引”下调至“中性”(In-Line)。互联网数据中心的前景依然强劲，未来可能出现供给端的缓解。根据该行经济团队的预测，内地2026年将持续面临通缩，十年期国债收益率触底，人民币汇价走强。美国在2026年上半年将进一步降息，该行将大中华电信营运商评级下调至“中性”。该行指，中资电讯商多年的上升周期驱动因素——包括...
Source Link摩根士丹利发表报告，认为大中华电信营运商的行业“啤打”值已大致过去，因此将行业评级由“吸引”下调至“中性”(In-Line)。互联网数据中心的前景依然强劲，未来可能出现供给端的缓解。根据该行经济团队的预测，内地2026年将持续面临通缩，十年期国债收益率触底，人民币汇价走强。美国在2026年上半年将进一步降息，该行将大中华电信营运商评级下调至“中性”。该行指，中资电讯商多年的上升周期驱动因素——包括...
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