中国联通(00762)盘中涨超6%,截至发稿,股价上涨3.33%,现报9.30港元,成交额9.04亿港元。
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。
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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