股王誕生?中國移動真實市值還差茅臺8000多億
AI概念持續火爆,中國移動AH股持續獲資金追捧,H股年內漲幅超30%,A股年內漲51%,A股總市值超過900億,H股市值13998億港元,摺合12252億人民幣,中國移動總市值突破1.3萬億,距離茅臺尚有8000多億的距離。
不過,如果只以A股股價計算,中國移動市值高達2.19萬億,市值超過貴州茅臺。在社區平臺,網友們紛紛表示,“新股王誕生”。之所以造成如此大的差距,核心就是A股溢價H股逾70%。
中國移動獲內資持續掃貨,從年初的18.75億股一路增至21.04億股,淨增加2.3億股,持有流通股比重高達377.8%。
華金證券表示,公司持續推進業務佈局不斷深化升級,2022年數字化轉型收入達到2076億元,同比增長30.3%,該收入對通信服務收入增量貢獻達到79.5%,佔通信服務收入比提升至25.6%,是公司收入增長的第一引擎。
公司算力網絡佈局持續升級,優化“4+N+31+X”集約化梯次佈局,對外可用IDC機架達到46.7萬架,淨增6萬架;累計投產雲服務器超71萬臺,淨增超23萬臺,算力規模達到8.0EFLOPS,淨增2.8EFLOPS。2022年移動雲收入達503億元,同比增長108.1%,綜合實力邁入國內業界第一陣營,移動雲盤月活躍客戶達到1.66億戶,淨增3065萬戶,客戶規模排名業界第二。
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