《大行報告》摩通:內地雲市場減價戰下 料中資電訊股今年相關收入仍可達標
摩根大通發表報告指,自5月初以來,中資電訊股的股價累跌4%至8%,跑輸恆指表現,原因之一是市場對內地雲計算市場價格競爭的擔憂。不過,該行相信,即使行業競爭加劇,內地電信商今年仍能實現雲計算收入目標,而即將進行的阿里雲分拆應成為它們未來12個月股價的積極催化劑。
該行認為,最近內地電訊股股價回調是為長線投資者提供了吸納機會,考慮到中移動(00941.HK)防守性高和股息率吸引,以及中電信(00728.HK)在營運商中擁有最廣泛的雲業務範疇,維持「跑嬴大市」評級。
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