瑞银：降中国移动(00941)评级至“中性” 目标价降至81港元缺乏催化剂

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智通财经APP获悉，瑞银发布研报称，中国移动(00941)股价上行潜力有限，缺乏重新估值催化剂，将目标价从100港元下调至81港元，并将评级从“买入”下调至“中性”。报告指，虽然中国电信营运商对股息派发的承诺以及持续的成本控制，但由于互联网巨头在AI能力上领先并持续抢占云市场份额，同时传统电信业务在宏观环境下受压，认为股价上行空间有限。以2026年预期股息率7-8%、盈利年均复合增长率处于低单位...

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瑞银：降中国移动(00941)评级至“中性” 目标价降至81港元 缺乏催化剂

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瑞银：降中国移动(00941)评级至“中性” 目标价降至81港元缺乏催化剂