港股异动 | 电信股集体走高 三大运营商向Token经营转型 有望拉动整体Token消耗量提升

智通财经
Aug 14

智通财经APP获悉,电信股集体走高,截至发稿,中国电信(00728)涨3.96%,报4.72港元;中国联通(00762)涨1.6%,报6.365港元;中国移动(00941)涨1.17%,报82.15港元。

消息面上,三大电信运营商从流量经营向Token经营转型。中国电信由集团层面统一推出Token服务产品,分别面向开发者、中小微企业及个人家庭用户。中国联通在联通云网站推出标准化Token套餐。中国移动在多地先行Token套餐试点。从各省试点到集团统筹,从单一计费到生态适配,Token经营正成为运营商行业共识。

东北证券指出,三大电信运营商依托全国云网资源、政企渠道、海量用户基础,全面落地Token标准化服务。运营商入局重塑行业服务形态,算力不再是仅面向头部科技企业的专业底层资源,而是转化为面向中小企业、个人开发者的普惠基础服务,降低客户门槛,拉动整体Token消耗量进一步提升。

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