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Guosen: The three major telecommunications companies are expected to be reevaluated in the Cloud Computing Business era of AI. All are recommended for attention.
Guosen recommends paying attention to CHINA MOBILE (600941.SH, 00941), CHINA TELECOM (601728.SH, 00728), and China United Network Communications (600050.SH, 00762) to benefit from the growth trend under the development of AI.
The Returns At China United Network Communications (SHSE:600050) Aren't Growing
China Galaxy Securities: The importance of computational power is increasing, and the development of sub-sectors like optical modules is accelerating.
The current Sector of computing power, in the continuous development of inference applications, does not show a trend of declining demand for computing power; instead, the demand for computing power is further stimulated.
US FCC Investigates Chinese Communications Firms for Allegedly Skirting Restrictions
Bank of China International: Reaffirmed China United Network Communications (00762) "Buy" rating and raised the Target Price to HKD 15.02.
The bank indicated that the dividend payment increased by 5 percentage points year-on-year, highlighting the management's commitment to improving shareholder returns.
China International Capital Corporation: China United Network Communications (00762) fires the first shot in the enhancement of operator computing power, with the three major operators intensifying their computing power layout.
The three major operators are ramping up their computing power layout, and a transformation in Technology innovation is imminent.
