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高盛:中國移動雲服務降價只屬短期優惠 全年雲收入目標不變
uSMART盈立智投 05-19 10:49

高盛發表研究報告指出,中移動旗下雲服務降價50%至60%,其他主要互聯網雲服務商亦同步降價,引起投資者對中資電訊商定價競爭的憂慮。該行引述中移動資料,有關降價是在5月17至31日進行的爲期兩週促銷優惠,並非永久降價,促銷結束後價格將恢復正常水平。即使沒有相關折扣,中移動的定價水平亦相對同業低。公司維持今年雲收入目標800億元不變。此外,該行對中移動目標價75港元,評級中性。

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