摩根大通报告指出,三大中资电讯股因推出针对中小企及零售用户的AI Token套餐,H股股价昨日(18日)上扬,反映投资者看好电讯商成为AI变现的“实体经济”受惠者。该行维持对中国移动(00941.HK) 、中国电信(00728.HK) 及中国联通(00762.HK) 的正面看法,均予“增持”评级。该行认为,AI变现及电讯服务“内卷”情况改善,有望带动ARPU从2026年起重拾增长,并使盈利从...
Source Link摩根大通报告指出,三大中资电讯股因推出针对中小企及零售用户的AI Token套餐,H股股价昨日(18日)上扬,反映投资者看好电讯商成为AI变现的“实体经济”受惠者。该行维持对中国移动(00941.HK) 、中国电信(00728.HK) 及中国联通(00762.HK) 的正面看法,均予“增持”评级。该行认为,AI变现及电讯服务“内卷”情况改善,有望带动ARPU从2026年起重拾增长,并使盈利从...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.