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研報掘金丨國盛證券:維持中國聯通“買入”評級,持續推進創新發展

國盛證券研報指出,7月19日,2024年聯通合作伙伴大會–算網生態大會在上海召開。在人工智能催化傳統行業發展的時代背景下,中國聯通(600050.SH)在傳統運營商中呈現出發力早,戰略部署快,業務佔比高等特點。此次生態大會,圍繞“算力築基、智聯互通、算網能力”三方面部署國內戰略大局。展望未來,該行認為,公司有望繼續憑藉自身紮實的算力基礎能力,進一步拓寬其他應用場景,向數據、算法等領域全面突破,實現智算業務的可持續增長。公司持續推進創新發展,重點投入算網數智,聯通雲、數據中心等業務加速發展,創新轉型持續拓寬增長極,移動、固網等根基業務穩步發展,維持“買入”評級。

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