电信股大涨 中国联通涨超12% 中国电信涨超8%再创新高

格隆汇
21 Feb

港股电信股迎来大涨,其中,中国联通大幅上涨超12%表现最佳,中国电信大涨超8%再创历史新高,中国通信服务涨超7%,中国移动涨超2%,香港电讯、香港宽频跟涨。

消息上,未来AI商用化进程或提速。有机构认为,电信运营商的AI云计算和数据业务均处在景气上行周期中,数据集团的组建将进一步强化该逻辑,建议关注三大运营商。值得注意的是,阿里巴巴Q3业绩及资本支出大超预期。集团首席执行官吴泳铭表示,未来三年,集团在云和人工智能的基础设施投入将超越过去10年的总和。分析指出,阿里资本开支远超预期,新一轮AIDC投建狂潮有望开启。

责任编辑:栎树

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10