免费体验“高时效”国际投行研报“T+0至T+1”“原研报”可至底部下载瑞银——中国电信行业——股息稳定,超额收益有限翻译精华1. 评级全面下调,超额收益空间受限:瑞银下调所有中国电信运营商A/H股评级,其中中国移动(CM)A/H股、中国电信(CT)A/H股及中国联通(CU)H股从“买入”降至“中性”,中国联通A股从“买入”降至“卖出”。下调核心逻辑是行业缺乏重估催化剂,互联网巨头在AI能力上领先且...
Source Link免费体验“高时效”国际投行研报“T+0至T+1”“原研报”可至底部下载瑞银——中国电信行业——股息稳定,超额收益有限翻译精华1. 评级全面下调,超额收益空间受限:瑞银下调所有中国电信运营商A/H股评级,其中中国移动(CM)A/H股、中国电信(CT)A/H股及中国联通(CU)H股从“买入”降至“中性”,中国联通A股从“买入”降至“卖出”。下调核心逻辑是行业缺乏重估催化剂,互联网巨头在AI能力上领先且...
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