中银国际：降中国通信服务(00552)目标价至4.57港元看好AI算力基建需求

智通财经04-02

智通财经APP获悉，中银国际发布研报称，考虑到未来两至三年电信投资放缓，下调中国通信服务(00552)今明两年盈利预测8.1%及11.8%，目标价由5.15港元下调至4.57港元，相当于2026年预测市盈率7.5倍，重申“买入”评级，对其中期增长维持乐观看法，并看好AI算力基建需求。中国通信服务2025年下半年收入同比跌3.2%，惟净利润稳定在14.8亿元人民币(下同)，低于该行及市场预期，主要...

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中银国际：降中国通信服务(00552)目标价至4.57港元 看好AI算力基建需求

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中银国际：降中国通信服务(00552)目标价至4.57港元看好AI算力基建需求