高盛：下调中国电信及中国联通评级至“中性” 创新业务增长短期受压

智通财经01-08

高盛发布研报称，对中国电讯商的资本开支从传统电讯网络转移至人工智能计算基建及新业务扩展持正面观点，但见内地电讯业短期的服务业务及创新业务增长短期受压。　　在电讯服务方面，见到未来增长更为停滞，因5G应用放缓影响付费用户及每用户平均收入增长，但就增值服务增加持正面看法，然而相信每用户平均收入扩张，将视乎人工智能应用及功能突破以推动用户流量。在创新业务方面，对长远人工智能相关方案收入贡献及计算资本...

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