研報掘金丨華泰證券:維持中國電信“買入”評級,看好數字化業務在AI時代發展前景
華泰證券研報指出,中國電信(601728.SH)2024年實現歸母淨利潤330億元,同比增長8.4%,略高於我們此前預期(326 億元)。公司計劃2024年全年派發每股股息0.26元(含税),派息率達到72%,股息同比增長11.4%。關注到DeepSeek 發佈後,天翼雲智算算力利用率持續提升,AIDC等相關業務增長動能加強,看好公司數字化業務在AI時代的發展前景,維持“買入”評級。
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