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港股異動丨DeepSeek催化,三大運營商齊漲,中國電信再創新高
格隆匯 02-17 10:16

港股電信股持續走高,三大運營商齊漲,其中,中國電信盤初一度大漲超8%再創歷史新高,中國聯通漲近6%,中國移動跟漲。消息上,近日,中國電信、中國聯通、中國移動三大運營商相繼宣佈上線 DeepSeek。開源證券則表示,DeepSeek接入運營商一方面對於運營商的算力需求有望提升,或將帶動運營商雲計算業務與智算業務發展,一方面有望推動運營商自己的AI大模型和AI應用發展,運營商有望迎“盈利+估值”戴維斯雙擊,建議重視三大運營商投資機遇。(格隆匯)

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