中電信(00728.HK)除息日升近3% 高盛指其率先採購AI伺服器擴大算力
中電信(00728.HK)今日(23日)除息,今早最高見3.86元。現報3.85元,升2.86%,成交3,870.6萬股,涉資1.48億元。同業中移動(00941.HK)現升約1%,聯通(00762.HK)則靠穩。
高盛發表報告,指中電信就人工智能(AI)伺服器正式招標。AI伺服器標書涵蓋不同規格的中央處理器(CPU)、圖像處理器(GPU)及冷卻解決方案。報告稱,招標與中電信專注擴大算力的方向一致。有關AI伺服器可用於內部AI模型開發及公用雲服務。報告予中電信H股「買入」,目標價5.1元。
報告稱,中電信正加快智能算力以滿足AI需求;今年計劃斥195億元人民幣(下同)用於算力基建,佔今年總資本開支預算990億元的約20%。
此外,高盛稱,電訊商對AI伺服器需求正在上升;今年中電信對GPU伺服器的採購量顯著高於2021年時。同業中移動及聯通今年則尚未就AI伺服器招標。
高盛補充,中電信已開發其自家AI LLM(大語言模型)TeleChat,於7月初面世。報告稱,AI伺服器採購將協助中電信進一步AI訓練及開發。
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