智通财经APP获悉，电信股尾盘涨幅扩大，截至发稿，中国联通(00762)涨4.46%，报9.6港元；中国电信(00728)涨4.48%，报6.06港元；中国通信服务(00552)涨3.66%，报4.82港元；中国移动(00941)涨2.26%，报81.3港元。
消息面上，政府工作报告首次提出了6G等新词，提出建立未来产业投入增长机制，培育生物制造、量子科技、具身智能、6G等未来产业，同时要扩大5G规模化应用，加快工业互联网创新发展，优化全国算力资源布局，打造具有国际竞争力的数字产业集群。银河证券此前指出，6G最重要特点为天地一体化及人工智能；6G前沿技术逐步突破,看好以三大运营商为首的6G硬件产业链发展。
高盛在研报中指出，三大电信运营商正悄然成为中国AI大潮下的核心受益者。华泰证券则指出，电信运营商深化“AI+”行动，有望加速多场景商业闭环。电信运营商有望凭借其高质量的智算中心及算力网络资源（来自运营商云），为央企的AI部署、模型优化等提供支持，未来运营商云计算和AI业务收入有望随之提升，看好运营商云业务迎来价值重估。
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