研報掘金丨國聯證券:中國聯通穩中向好,有望受益AI前景,維持“買入”評級
國聯證券研報指出,2024年中國聯通(600050.SH)歸母淨利潤爲90.30億元,同比增長10.49%。基礎業務穩中提質,數智創新驅動增長。算力投資同比增長19%,建成300餘訓推資源池,智算規模超17EFLOPS。2025年預計固定資產投資550億元,算力投資預增28%,設人工智能重點基礎設施和重大工程特別預算。核心技術攻堅成果顯著,AI大模型賦能千行百業研發費用同比增長9.1%,科創人才佔比達42%。經營性現金流承壓,股東回報顯著提升。公司穩中向好,有望受益AI前景,維持“買入”評級。
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