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研報掘金丨中泰證券:首予中國移動“買入”評級,高分紅高股息價值凸顯
格隆匯 06-19 13:36

中泰證券研報指出,中國移動是全球網絡規模第一、客户規模第一、收入規模第一的通信信息服務商。公司主營業務範圍涵蓋個人、家庭、政企以及新興四大市場。公司是世界領先的通信運營商,近年來在雲計算、新興業務領域持續快速發展,隨着Deepseek 等大模型應用快速發展,有望帶來雲/IDC價值重估。公司高分紅高股息價值凸顯,且與國際主流通信運營商估值對比仍凸顯其價值低估。首次覆蓋,給予“買入”評級。

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