目标价遭“双杀”!两大投行调低中国移动评级

智领云网
Feb 10

近日,国际投行高盛与瑞银相继发布研报,下调中国移动(00941.HK)评级与目标价,引发市场关注。高盛将目标价从105港元大幅下调至88港元,评级从“买入”降至“中性”。无独有偶,瑞银更显悲观,将目标价从100港元砍至81港元,同样降至“中性”评级。两大行齐泼冷水,背后原因值得深究。增长引擎失速,传统业务承压高盛指出,5G电信服务增长持续放缓是核心压制因素。根据最新数据,2025年12月中国5G...

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