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中國移動(600941.SH)漲超5%創上市新高
格隆匯 02-09 10:37
格隆匯2月9日丨繼昨日收漲5.42%後,中國移動A股今日再度拉昇,盤中一度漲超5%至64.66元,創上市新高價,市值逼近1.4萬億元。H股目前漲超1%報56.85港元。中信證券最新研報認為,中國移動是全球運營商龍頭,擁有全球最大的通信網絡,移動和寬帶用户數居全球第一。核心競爭力凸顯,從產業視角看,公司作為全球運營商龍頭,地位穩固,用户規模與網絡資源具備顯著優勢;從財務視角看,公司盈利能力出眾,新興業務發展良好,ARPU值持續提升,長期成長可期;從估值視角看,公司優質資產加成,現金流充沛,當前估值仍處歷史低位,投資價值凸顯。中國移動是兼具科技與消費屬性的優質核心資產,5G時代增長邏輯重構,極具配置價值。
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