《大行報告》摩通:聯通(00762.HK)夥騰訊組合營拓分發網絡及邊緣計算業務等業務 短期對股價正面
摩根大通發表研究報告指,中國聯通(00762.HK)附屬聯通創投計劃與騰訊(00700.HK)旗下騰訊創投設立合營企業,拓展分發網絡及邊緣計算業務等業務,預期將對中聯通的技術能力和工業互聯網業務發展有積極影響,標誌著兩家公司自2017年以來密切合作仍在持續。
該行指,合資公司將專注於發展分發網絡及邊緣計算業務平台開發、營運及產品創新的綜合能力,預期可帶來協同效應,認為中聯通股價將在短期內有正面反應,但相信相關合作關係不會推動股份長期可持續的重新評級。
摩通指,與其他電信公司相比,仍然對中聯通的資本支出前景感到擔心,同時股息政策不太吸引,因此維持「中性」評級,目標價為3.7元。
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