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中國電信漲超5%,近兩月累漲逾三成,機構指電信運營商有望迎來利潤、估值雙提升

電信股今日普漲,其中,中國電信表現最爲亮眼,盤中一度升近7%領跑板塊。截至發稿,該股漲5.38%,報4.11港元,成交額6.12億港元,近兩月累漲逾三成。

消息上,中國電信將與Conflux Network合作,在香港推出首個BSIM試點項目。據悉,BSIM卡集成了Conflux的樹圖、雙重權益證明和工作量證明技術,可爲世界上任何區塊鏈實現最高的系統性能。

浙商證券研報表示,數字經濟主航下,運營商有望迎來利潤、估值雙提升。截止2023年1月31日,H股移動、電信、聯通PB估值0.86/0.75/0.43倍,明顯低於全球運營商PB  均值1.5倍,運營商作爲數字經濟“國家隊”, 價值將進一步重估,持續推薦電信運營商。

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