You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》摩通:中電信(00728.HK)為中國數字化轉型最大受益者
摩通發表報告,認為在中國電訊公司中,中國電信(00728.HK)是中國數字化轉型的最大受益者,因為其擁有最廣泛的IDC/雲業務,而且收入和盈利增長達到雙位數,以及派息增長路徑清晰,預計在2023年股息回報達11%。該行最看好的中國電訊公司依次為中國電信、中國移動(00941.HK)、中國聯通(00762.HK)及中國鐵塔(00788.HK)。 摩通表示,數字應用已成為電訊商的關鍵增長引擎,因為這項業務在今年首5個月貢獻了70%的行業收入增長,營運商正在積極培育5G 2C應用(例如5G RCS、元宇宙),5G 2B解決方案可能會在未來幾年內獲得關注,部分歸功於國有電訊公司強大的數據保護。該行預計,在中國數字化進程和推動「東數西算」戰略的推動下,營運商的IDC/雲收入將保持強勁增長。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.
uSMART
Wealth Growth Made Easy
Open Account