中国联通(00762)于2025年2月14日周五盘中股价大涨5%,引发了市场的广泛关注。
消息面上,在系列有利因素的推动下,中国联通股价出现大幅上扬。首先,根据最新交易数据显示,2月13日南向资金增持中国联通1429.39万股,增加了市场对该公司股票的需求。另外,三大运营商包括中国联通均接入了DeepSeek开源大模型,有望从AI应用流量增长、云计算发展和智能终端需求等多个维度获得新的业务增长机遇,增强了市场对其长期发展前景的信心。
机构分析师指出,在DeepSeek模型赋能下,国内AI应用推广的深度和广度有望进一步加强,带动运营商多渠道业务收入增长。短期来看,南向资金的持续加仓行为或将继续为中国联通股价提供支撑,加上人工智能行业景气度提升,中国联通未来的业绩表现值得期待。
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