中原证券04月22日发布研报称,给予中国移动(600941.SH,最新价:113.15元)买入评级。评级理由主要包括:1)营收稳健增长,盈利能力保持国际一流运营商领先水平;2)成本管控良好,强化提质增效;3)个人市场精细运营,家庭市场价值拓展;4)政企市场加速推广“AI+DICT”服务,新兴市场贡献提升;5)资本开支占收比下降,精准投资增强数智底座;6)新兴业务推动行业转型升级,运营商加快智算中心...
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