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　　摩根士丹利发布研报称，上调对香港电讯-SS（06823）目标价，由10.3港元上调至11.5港元，维持“增持”评级，并把该股列为行业首选股。目标价对应预测股息率7.1厘，对应美国十年期债券目标收益率3.6厘有350点子利差。该利差较原假设缩窄50点子，反映市场在关税和政策不确定性中对高可见度股息支付的认可。

　　该行同时把电讯盈科（00008）目标价由3.9港元上调至4.5港元，基于香港电讯估值调整，投资评级维持“与大市同步”，基于当前估值已充分反映股息传递率风险。该行预计香港电讯今年每股股息将增长约4%，增速较2024年加快，受惠固定业务更稳定环境，以及移动业务稳固地位和持续的交叉销售机会。本港银行同业拆息已降至3.5厘，减轻利息负担，香港电讯能从成本节约和效率提升中获得更多收益。

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