智通财经APP获悉，花旗发布研报称，维持中国联通(00762)“买入”评级，目标价为6.9港元。联通2025财政年度电脑相关资本支出指引目标为同比增加28%，而管理层强调人工智能投资将来自另一个资金池，并视需求而定。
花旗指出，中国联通去年第四季收入995亿人民币，较该行和市场预期分别高出8%和5%;EBITDA同比下跌9%至190亿人民币，较该行和市场预期分别低5%和12%。净利润同比增长7%至16亿人民币，较该行和市场预期低3%和4%。2024财政年度每股派息同比提升20%至0.404元人民币，派息比率为60%，略高于该行预期。
报告提到，联通2024财政年度整体资本支出为610亿人民币，同比减少17%，未达650亿的指引目标，而2025财政年度的支出指引目标为550亿人民币，同比减少约10%，该行认为这可能对中兴通讯(00763)不利。
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