大行評級|中銀國際:重申中國移動“買入”評級 預計下半年展望趨於穩定
中銀國際發表報吿指,在傳統電訊服務放緩的背景下,中國移動第三季度盈利按年增長4.6%,符合該行預期。受惠折舊減少抵銷營運支出按年增長2.6%,營業利潤保持穩定。該行預計中國移動下半年展望趨於穩定,料其下半年盈利與第三季度持平,因為電訊公司將重點轉向人工智能/算力網絡,而傳統電信市場將保持穩定。中銀國際重申予中國移動H股“買入”評級,目標價維持82港元不變。報吿認為高股息且業務前景穩定的中國移動將成為股市流動性增加的主要受益者。
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