港股異動丨電信股部分逆勢上升 中國移動績後一度升超2%
港股電信股部分逆勢上升,其中,中國移動績後一度升超2%,中國聯通升1.9%,數碼通電訊、香港寬頻飄紅。消息上,中國移動昨日盤後公吿,2024年營運收入為10408億元,同比增長3.1%;股東應占利潤為1384億元,同比增長5.0%。董事會建議2024年全年派息率為73%;末期股息每股2.49港元,連同已派發的中期股息,2024年全年股息合計每股5.09港元,同比增長5.4%。值得注意的是,2025年,公司計劃在算力領域投資373億元,佔資本開支的比例提升到25%,對推理資源的投資不設上限。有分析指,AI產業革命下,電信運營商的角色正在被重新定義,從算力基建到場景落地,從成本優化到生態共建。2025年將是AI應用加速爆發的一年,三大運營商也將迎來挖掘第二增長曲線的重要機遇期。(格隆匯)

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