《大行》瑞银下调中电信(00728.HK)及联通(00762.HK)目标价 料电讯股股息增长空间有限

阿斯达克财经
Mar 30

瑞银报告指,内地三大电讯商去年第四季业绩均未达预期。受宏观经济逆风及持续投入人工智能(AI)影响,净利润增长幅度低于预期。展望今年仍具挑战性,因电讯业正为多项目标承担沉重压力,包括提升国资委评估的股东权益报酬率或现金回收率;透过缩短上游供应商应付账款天数履行社会责任;增值税政策变动对传统电讯业务营收与利润造成压力,同时需加速转型至非传统电讯业务;人工智能技术快速发展下竞争格局动态变化;以及卫星及...

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