金吾财讯 | 中国联通(00762)股价连日走高，截至发稿，报8.1港元，涨3.32%，成交额3.44亿港元。消息面上，日前，中国联通正式发布“5G-A行动计划”，宣布2025年中国联通计划在39个重点城市主城区全面启动5G-A业务，其他300余城市重点场景启动5G-A业务。同时，中国联通5G-A行动计划将引入通感一体、通智一体、天地一体等前沿技术，拓展5G能力边界，实现超过5Gbps的网络峰值速度，为各类用户提供5G-A全新体验。华泰证券表示，该行认为，在DeepSeek引领下，国内AI应用推广的深度和广度有望进一步加强，应用侧更加繁荣，带动流量及推理算力需求强劲增长，而电信运营商有望从三个维度受益：1）网：AI应用的繁荣伴随着数据流量需求的高增长，未来十年运营商来自数据流量的收入增长中枢有望提升；2）云：AI云计算在DeepSeek大模型的赋能下行业景气度提升，运营商云业务有望迎来收入的增长及利润率的改善，同时，数据中心业务有望受益；3）端：AI与智能终端加速融合，连接需求从“人与人”向“物与物”拓展。
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