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國泰君安:三中資電訊商遭美除牌對基本面無重大影響
格隆匯 01-04 16:50

國泰君安證券發表報吿表示,紐約證券交易所決定對中國三家電信運營商的美國存託股票啟動下市程序,由於有關公司在紐交所的日均交易量中佔有一定的比例,故認為下市程序將對三家電信運營商的股價在短期內造成負面影響,但相信不會對其基本面造成重大影響,同時認為電信服務行業仍然被低估,因此維持“跑贏大市”的投資評級。

報吿指,三大電信運營商業務穩步發展,去年首11個月三大電信運營商的電信業務收入按年增長3.5%至12451億元人民幣,增速較去年上半年提高0.3個百分點,同時較去年首10個月提高0.2個百分點。其中,固定增值業務去年首11個月收入按年增長24.1%至1592億元人民幣。

報吿又指,由於5G用户比例的不斷上升,以及IPTV、IDC、大數據、雲計算、人工智能等新興業務的不斷髮展,預計三大電信運營商的業務將持續穩步增長。

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