智通财经APP获悉，电信股午后走高，截至发稿，中国联通(00762)涨8.79%，报7.67港元；中国电信(00728)涨5.36%，报4.91港元；中国移动(00941)涨2.78%，报77.6港元；中国通信服务(00552)涨2.47%，报4.57港元。
高盛发表报告称，中国电讯服务业7-8月收入复苏，趋势优于预期，均同比增长2.3%，增速高于2024年第二季。该行认为，数据表明在移动数据收入稳定的带动下，产业增长有企稳迹象。报告表示，7月至8月的数据趋势好于高盛对电讯公司第三季度的预估。故该行对其预估略作调整，以反映较稳定的收入趋势。
国元证券指出，传统电信业务稳中有进，新兴业务规模持续扩大，卫星、量子等战略项目积累亦在推进。同时，精细化管理推动毛利率和期间费用率亦在持续优化，通信代际节奏带动资本开支收缩，派息率指引乐观。我们认为，三大运营商作为优质的高股息高分红资产，在主业维稳的同时不断开拓增长新动能，在新兴领域大有可为。
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