里昂：上调中国三大电讯商目标价中国移动(00941)仍为首选

智通财经网

03-13

智通财经APP获悉，里昂发布研报称，预测中国三大电讯商去年下半年业绩疲弱，受工业互联网收入增长从双位数降至单位数影响。该行指出，中国政府及企业在信息技术开支上更为谨慎，电讯商也对云项目更具选择性，以此改善平均收益及现金流。同时，三大电讯商削减资本开支、延长5G基站折旧年期，以提升利润并增加派息。

随着资本开支下降趋势延续，里昂上调了对三大电讯商的目标价。其中，中国移动(00941)依旧是首选，因其去年及今年股息率预计可达6%及7%。而中国电信(00728)、中国联通(00762)在近期人工智能市场上涨期间，今明两年股息率降至5%及6%，且电讯商可能无法立刻从人工智能热潮中受益。

具体评级及目标价如下：

免责声明：投资有风险，本文并非投资建议，以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请，作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考，不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证，投资者应自行研究并在投资前寻求专业建议。

热议股票

1
2
3
4
5
6
7
8
9
10

{"basename":"/hans","ssrTDKData":{"titleTemplate":"%s - 老虎证券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎证券,老虎证券开户,老虎券商,老虎证券官网,老虎证券app,tigertrade老虎证券,股票,炒股,新加坡股票交易平台,投资,投资理财","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/hans/news/2519005869"},"companyName":"老虎证券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2519005869\",edition:\"fundamental\",,,undefined,":{"share":"https://ttm.financial/m/news/2519005869?lang=zh_CN&edition=fundamental","thumbnail":"https://img.zhitongcaijing.com/source/image/77477.jpg?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250","is_english":false,"pubTime":"2025-03-13 15:09","share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","id":"2519005869","market":"sg","top_or_hot":-1,"title":"里昂：上调中国三大电讯商目标价 中国移动(00941)仍为首选","media":"智通财经网","content":"<html><body><div> <p>智通财经APP获悉，里昂发布研报称，预测中国三大电讯商去年下半年业绩疲弱，受工业互联网收入增长从双位数降至单位数影响。该行指出，中国政府及企业在信息技术开支上更为谨慎，电讯商也对云项目更具选择性，以此改善平均收益及现金流。同时，三大电讯商削减资本开支、延长5G基站折旧年期，以提升利润并增加派息。</p><p>随着资本开支下降趋势延续，里昂上调了对三大电讯商的目标价。其中，<a href=\"https://laohu8.com/S/CHL\">中国移动</a>(00941)依旧是首选，因其去年及今年股息率预计可达6%及7%。而<a href=\"https://laohu8.com/S/601728\">中国电信</a>(00728)、<a href=\"https://laohu8.com/S/600050\">中国联通</a>(00762)在近期人工智能市场上涨期间，今明两年股息率降至5%及6%，且电讯商可能无法立刻从人工智能热潮中受益。</p><p>具体评级及目标价如下：</p><p><img src=\"https://img.zhitongcaijing.com/image/20250313/1741849795828983.png\" title=\"1741849795828983.png\"/></p> <div></div> </div></body></html>","source":"highlight_zhitongcaijin","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>里昂：上调中国三大电讯商目标价 中国移动(00941)仍为首选</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n里昂：上调中国三大电讯商目标价 中国移动(00941)仍为首选\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-03-13 15:09 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1261369.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，里昂发布研报称，预测中国三大电讯商去年下半年业绩疲弱，受工业互联网收入增长从双位数降至单位数影响。该行指出，中国政府及企业在信息技术开支上更为谨慎，电讯商也对云项目更具选择性，以此改善平均收益及现金流。同时，三大电讯商削减资本开支、延长5G基站折旧年期，以提升利润并增加派息。随着资本开支下降趋势延续，里昂上调了对三大电讯商的目标价。其中，中国移动(00941)依旧是首选，因其...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1261369.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"600941","symbol_name":"中国移动","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1261369.html","article_id":"2519005869","we_media_id":null,"thumbnails":["https://img.zhitongcaijing.com/source/image/77477.jpg?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2519005869","pubTimestamp":1741849744,"columns":[],"sourceInfo":{"source_id":"highlight_zhitongcaijin","name":"智通财经网"},"weMediaInfo":null,"summary":"该行指出，中国政府及企业在信息技术开支上更为谨慎，电讯商也对云项目更具选择性，以此改善平均收益及现金流。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":["rate"],"viewcount":null,"language":"zh","relate_stocks":{"600941":"中国移动","CHL":"中国移动","00941":"中国移动"},"translate_title":"Lyon: Raising the target price of China's three major telecom operators, China Mobile (00941) is still the first choice","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"600941":1,"00941":1,"CHL":1},"content_text":"智通财经APP获悉，里昂发布研报称，预测中国三大电讯商去年下半年业绩疲弱，受工业互联网收入增长从双位数降至单位数影响。该行指出，中国政府及企业在信息技术开支上更为谨慎，电讯商也对云项目更具选择性，以此改善平均收益及现金流。同时，三大电讯商削减资本开支、延长5G基站折旧年期，以提升利润并增加派息。随着资本开支下降趋势延续，里昂上调了对三大电讯商的目标价。其中，中国移动(00941)依旧是首选，因其去年及今年股息率预计可达6%及7%。而中国电信(00728)、中国联通(00762)在近期人工智能市场上涨期间，今明两年股息率降至5%及6%，且电讯商可能无法立刻从人工智能热潮中受益。具体评级及目标价如下：","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0}}}