智通财经APP获悉，电信运营商集体爆发，截至发稿，中国联通(00762)涨8.86%，报8.97港元；中国电信(00728)涨5.27%，报6.19港元；中国移动(00941)涨1.69%，报81.25港元。
消息面上，微信近日正式灰度测试接入DeepSeek；百度搜索将全面接入DeepSeek和文心大模型深度搜索功能；广州、深圳政务系统接入DeepSeek。浙商证券指出，运营商IDC市场份额国内前三，上架率有望提升；运营商是国产算力主力军，智算盈利有望明显改善；AI爆发同时拉动通用云计算有望进入成长周期；IDC和云计算业务为运营商带来价值重估。此外，稳增长、高股息，低利率环境下投资价值提升。
高盛发布研报称，中国电信运营商已在其各自的云平台上部署了Deepseek，并预计将推出更多与Deepseek相关的产品/服务。预计这些产品/服务未来几年可能成为推动电信运营商进一步增长的动力。考虑到Deepseek相关业务仍处于非常早期的阶段，高盛认为目前估算其长期盈利影响的不确定性较大；来自行业的初步反馈表明，随着客户对Deepseek的使用增加，云计算和IDC业务将率先受益。
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