电信股延续涨势！运营商迎来数据要素与云计算双重催化
2月21日，港股电信股延续涨势，中国联通一度大涨10%！阿里加码AI相关投资，运营商迎来数据要素与云计算双重催化。
消息面上，阿里巴巴Q3业绩及资本支出大超预期。阿里云收入重回双位数增长，增幅创约两年以来最大，AI相关产品收入连续六季度保持三位数增长。阿里季度资本开支达317.75亿元，环比大增80%。集团首席执行官吴泳铭表示，未来三年，集团在云和人工智能的基础设施投入将超越过去10年的总和。
华泰证券指出，国资委或将成立国家数据集团，探索数据资源商业化运营模式，结合日前运营商接入DeepSeek一事对未来作出两大展望：从运营商本身来讲，其海量优质数据资源或带来变现价值；结合运营商AI业务来讲，运营商的数据开放亦能帮助DeepSeek等模型进行训练迭代，未来AI商用化进程或提速。该行认为，电信运营商的AI云计算和数据业务均处在景气上行周期中，数据集团的组建将进一步强化该逻辑，建议关注三大运营商。
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