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港股異動丨電信股大漲 中國聯通漲超12% 中國電信漲超8%再創新高
格隆匯 02-21 10:51
港股電信股迎來大漲,其中,中國聯通大幅上漲超12%表現最佳,中國電信大漲超8%再創歷史新高,中國通信服務漲超7%,中國移動漲超2%,香港電訊、香港寬頻跟漲。消息上,未來AI商用化進程或提速。有機構認爲,電信運營商的AI雲計算和數據業務均處在景氣上行週期中,數據集團的組建將進一步強化該邏輯,建議關注三大運營商。值得注意的是,阿里巴巴Q3業績及資本支出大超預期。集團首席執行官吳泳銘表示,未來三年,集團在雲和人工智能的基礎設施投入將超越過去10年的總和。分析指出,阿里資本開支遠超預期,新一輪AIDC投建狂潮有望開啓。(格隆匯)

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