摩根大通：中国电讯企业中首选中国移动股价防御性和股息能见度高

金融界04-24

摩根大通表示，中国电信（601728）第一季度业绩疲弱。尽管采取严格的成本控制措施，但由于工业数字化业务增长放缓，收入增长有所下降，息税折旧摊销前利润(EBITDA)和盈利增长亦有所放缓。应收账款激增导致现金流下降，但该行认为中国电信仍有望在今年实现收入增长良好，净利润率提高的全年指引目标。在中国电讯企业中，摩通首选中国移动（600941），认为中国移动的股价防御性和股息能见度(到2026年，派息...

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摩根大通：中国电讯企业中首选中国移动 股价防御性和股息能见度高

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摩根大通：中国电讯企业中首选中国移动股价防御性和股息能见度高