智通财经APP获悉，电信股集体回落，截至发稿，中国联通(00762)跌5.04%，报9.43港元；中国电信(00728)跌4.35%，报5.94港元；中国移动(00941)跌0.66%，报83港元。
里昂此前发布研报称，部分投资者担心今年内地云端市场可能出现价格战，以及字节跳动的VolcanoEngine是否会成为触发价格战的因素。该行预计，内地云端市场短期不会出现极端价格战，因为内地所有的网络云端厂商都经历了两年的亏损或减少低利润业务。
瑞银则表示，电信运营商为AI资本支出和需求激增受益者。在三大中资电讯商中，中国电信在云及数据中心有最高的服务收入敞口，占20%，中国移动及联通分别为12%至13%。该行认为电讯股资本开支上升风险可控，当中中移动5G资本开支组合最高，相信其资本开支或自由现金流在人工智能资本开支增长下最具防守性。
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