大行評級|中銀國際:下調中國移動目標價至82港元 重申“買入”評級
中銀國際發表研報指,中國移動在嚴峻市場中取得優異成績,其在傳統電訊服務市場放緩下,上半年表現仍然向好,中期利潤按年增長5.3%,每股派息較去年同期增加7%,期內資本支出減少21%,同時實現5G網絡及AI算力佈局的大規模建設。雖然傳統電訊業務可能會持續放緩,但該行表示對AI及雲端驅動的政企業務發展維持正面看法,重申“買入”評級,目標價下調至82港元。
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