摩根士丹利发表研究报告指，香港电讯(06823.HK) 上半年经调整资金流(AFF)按年增长3%，符合该行预期，而进一步节省成本应可支持公司明年现金流增长。该行续予其“增持”评级，目标价14元。大摩表示，香港电讯采取轻资产AI模式，意味对现金流及资本开支的忧虑有限，惟AI业务仍处于早期阶段，采用曲线将会是下一个关键观察点。估计现价股息收益率为6.6%，基于稳健的执行力、成本节约和AI选择性，估值很...
Source Link摩根士丹利发表研究报告指，香港电讯(06823.HK) 上半年经调整资金流(AFF)按年增长3%，符合该行预期，而进一步节省成本应可支持公司明年现金流增长。该行续予其“增持”评级，目标价14元。大摩表示，香港电讯采取轻资产AI模式，意味对现金流及资本开支的忧虑有限，惟AI业务仍处于早期阶段，采用曲线将会是下一个关键观察点。估计现价股息收益率为6.6%，基于稳健的执行力、成本节约和AI选择性，估值很...
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