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港股異動 | 中國聯通漲6%領漲電信股,機構稱雲計算或提供千億元級別市值彈性

智通財經APP獲悉,電信股再度拉昇,截至發稿,$中國聯通(00762.HK)$漲6%,$中國電信(00728.HK)$漲近4%,$中國移動(00941.HK)$漲超1%。

消息面上,中信證券發佈研報稱,看好運營商雲計算增速持續領跑,預期伴隨收入提升與盈利能力改善,雲計算單獨估值將爲運營商帶來千億元級別的市值彈性。

瑞銀髮布研究報告稱,強調繼續看好內地電信板塊,認爲隨着企業業務收入及利潤貢獻持續增加,電信公司正轉變爲數字經濟孵化器,資本支出更具靈活性,資本回報率可能提高。

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