中国联通（00762）今日盘中大涨5.03%，引发市场广泛关注。截至发稿，该股报价8.29港元，成交额达5.6亿港元。
分析认为，此轮涨势可能与运营商数据资源价值化前景有关。近期，中国电信集团副总经理黄智勇表示，电信运营商将继续发挥海量数据资源优势，推动数据要素高效流通和价值释放。与此同时，北京宣布打造国家级数据交易所，加强北京国际大数据交易所与北京证券交易所联动，进一步突显了数据资源的战略重要性。
券商观点普遍看好运营商的发展前景。平安证券香港指出，数据已成为继土地、劳动力、资本、技术之后的第五大生产要素，建议关注拥有海量数据变现资源的运营商。华泰证券则预期，运营商的海量优质数据资源或带来变现价值，结合AI业务发展，未来AI商用化进程或将提速。这些积极因素可能是推动中国联通股价上涨的重要原因。
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