智通财经APP获悉，中国联通(00762)涨超6%，截至发稿，涨6.11%，报9.54港元，成交额7.68亿港元。
消息面上，近日，佛山市人工智能应用赋能中心依托广东联通的技术实力和创新能力，支持DeepSeek V3/R1模型的本地化部署。中信证券认为，运营商是政企部署AI大模型的重要合作伙伴，运营商凭借公有云优势，依托多个万卡集群，结合AI智算服务平台，有效解决行业客户对定制化、数据安全等多方面的诉求。看好千行百业AI模型部署订单加速落地，运营商有望凭借智算+AI模型部署能力，拓宽收入边界，提升盈利能力。
此外，摩根士丹利发布研报称，仍看好内地电信商维持分红，同时预期行业可受惠于5G周期后资本开支减少，以及营运资金状况潜在改善。该行预测，内地电信行业今年服务收入增长率将略为回升至3.2%，对比2024年为2.7%，但仍低于经济增长步伐，主因是传统业务受压及新业务重点转移至现金流，该行预期中联通今年股息增幅将达到20%。
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