《大行》瑞银上调中移动(00941.HK)目标价至83元 AI投资带动资本开支上升

阿斯达克财经
Aug 14

瑞银发表报告指,中国移动(00941.HK) 第二季服务收入按年跌4.8%至2,330亿元人民币,EBITDA按年跌7.9%至970亿元人民币,纯利按年跌7.5%至500亿元人民币,较瑞银及市场预期低1%至9%,主要受增值税调整及宏观经济逆风影响。不过,云与AI相关业务表现强劲。数据中心收入按年增13.2%,云计算服务收入按年增18%。累计AIDC合约容量达7GW,其中5GW为上半年新增。管理层...

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