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《大行報告》瑞銀:聯通(00762.HK)與騰訊(00700.HK)組合營 有助捍衛雲市場份額
瑞銀發表研究報告指,內地當局披露聯通(00762.HK)與騰訊(00700.HK)子公司已成立合資企業,將合作拓展分發網絡及邊緣計算服務,合資公司分別由聯通及騰訊分別持股48%和42%。 文件又披露,聯通及騰訊目前分別佔據中國互聯網數據中心市場10%至15%及0%至5%的份額,另外分別佔據中國分發網絡市場0%至5%及5%至10%的份額。 瑞銀指,三大電信商近日都在大力推進內部研發及自建雲平台,而不是簡單地轉售雲服務,其中聯通是當中資源最少的企業,認為今次成立合資公司標誌著聯通與騰訊達成更緊密合作,有助雙方於同行競爭中捍衛雲市場份額,對聯通維持「中性」評級及目標價3.6元不變。 瑞銀又指,市場上有消息中電信(00728.HK)與阿里巴巴(09988.HK),以及中移動(00941.HK)與京東(09618.HK)亦各自達成合作,認為是互聯網雲服務提供商及國有電信公司之間的雙贏合作,當中比較看好阿里與中電信的產品組合及業務合作。
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