异动解读｜中国电信盘中下跌3.21%，投行沽售评级叠加一季度业绩承压

行情直击07-22

7月22日，中国电信(00728)盘中下跌3.21%，报4.52港元，成交额1.78亿港元。

消息面上，高盛此前将中国电信评级由"中性"下调至"沽售"，12个月目标价由6港元大幅调低至4.2港元，当前股价已逼近该目标价。高盛指出，受5G服务消费疲弱、基站部署放缓及增值税率提升等因素影响，将公司2026至2028财年盈利预测分别下调13%、25%及26%。基本面方面，公司一季度主营收入同比下降2.32%，归母净利润同比下降17.08%，扣非净利润同比下降25.28%。此外，中国平安近期亦连续减持公司H股。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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