A股異動丨三大運營商集體大升 中國電信升停創新高 中國聯通升超7%
三大運營商大幅拉昇上揚,其中,中國電信首當其衝,股價升停創新高,此外H股亦升超6%創歷史新高,中國聯通升超7%,中國移動升4%。消息上,數據顯示DeepSeek上線20天,日活突破了2000萬。工信部運行監測協調局近日發佈2025年春節通信業務相關情況時提到,三家基礎電信企業均全面接入DeepSeek開源大模型。開源證券則表示,DeepSeek接入運營商一方面對於運營商的算力需求有望提升,或將帶動運營商雲計算業務與智算業務發展,一方面有望推動運營商自己的AI大模型和AI應用發展,運營商有望迎“盈利+估值”戴維斯雙擊,建議重視三大運營商投資機遇。(格隆匯)

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