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《大行報告》大摩:中電信(00728.HK)有信心「天翼雲」今年純利可錄雙位數增長
阿思達克 06-30 14:38
摩根士丹利發表研究報告指,中國電信(00728.HK)日前舉行投資者交流活動,管理層仍維持旗下「天翼雲」今年純利增幅達雙位數及收入達到1,000億元人民幣的目標。 管理層認為,現時企業的雲端採用率仍然較低,只有約30%,對比歐美達80%,看好中國龐大規模的數字經濟市場發展。大摩又指,中電信亦提到,在多年前就開始對人工智能進行研發,並探索在能源節約、獲客等領域的應用,又透露正在為特定垂直行業開發其專有的人工智能模型。 大摩對中電信給予「增持」評級,目標價為5元。
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