AI+數據要素引爆,1900億巨無霸狂飆漲停,高盛積極看多
AI大行情下,1800億市值的電信巨頭竟然漲停了。
今日,中國聯通A股盤中漲停,報6.05元/股,最終收漲8.73%,總市值1902億元。

港股中國聯通、中國電信漲超5%,中國移動漲超2%;中國電信、中國移動A股漲近2%。

新央企引爆數據要素
昨日,有媒體從多個權威渠道獲悉,國務院國資委正在籌備組建一家新央企,這家企業的名稱爲國家數據集團。
據悉,此次國家數據集團的組建並非簡單的資源堆砌,而是以市場化、專業化爲導向,探索數據資源的商業化運營模式。
有分析認爲,這背後的核心在於國企,數據要素可能是未來的新增稅源。
受此影響,雲創數據30CM漲停,股價創歷史新高,今年以來累計大漲逾122%,飛利信、易華錄、宏景科技等多股20CM封板,華嶸控股、烽火通信等近30股強勢漲停或漲超10%。

而中國聯通在數據服務行業處於領先,旗下子公司聯通數科通過構建數字政府應用場景,將大數據、區塊鏈、人工智能等技術融合創新,推動數據要素在政務領域的應用。
運營商迎來AI新機遇
受益於DeepSeek等企業AI技術的快速發展和應用,運營商有望迎來價值重估時刻。
上週,工信部發文,中國電信、中國聯通、中國移動均全面接入DeepSeek開源大模型。
對此,華泰證券認爲,在DeepSeek引領下,國內AI應用推廣的深度和廣度有望進一步加強,應用側更加繁榮,帶動流量及推理算力需求強勁增長,而電信運營商有望從三個維度受益:
1)網絡業務:DeepSeek的發佈或將幫助國內流量需求突破增長瓶頸,步入新一輪蓬勃發展週期。2)雲和數據中心業務:AI的需求分佈將由訓練向推理遷移,由科技巨頭向中小企業客戶遷移,爲AI雲和數據中心行業帶來長期需求景氣度。後續,運營商的兩項業務有望迎來成長性及盈利能力的雙重提升。3)端側業務:隨着機器人、機器狗、汽車、玩具、智能家居、眼鏡等智能終端陸續接入大模型,網絡連接需求將從“人與人”向“物與物”之間擴展,這一過程離不開電信運營商在設備網絡接入、雲邊協同、行業解決方案等領域提供助力。
此外,知名外資投行高盛也看好AI時代下運營商的增長點。
高盛表示,隨着最近Deepseek相關服務的推出,能看到電信運營商算力和IDC需求的增加。
高盛預計Deepseek相關業務的貢獻在2026年可能更加顯著,將運營商2026年的淨利潤預測上調2%-6%,2025年的淨利潤預測基本保持不變。
高盛還上調了運營商的目標價,將中國移動從86港元上調至89港元,中國電信從5.6港元上調至6.4港元,中國聯通H股從8.7港元上調至9.3港元,A股從4.7元上調至5元。
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.