CICC: Sustained Recommendation for Telecommunications Operators
2025-05-27 / Read about 0 minute
Author:小编   

A recent research report from CICC highlights that the communications sector is currently trading at historical lows in terms of valuation. The report advises investors to concentrate on three pivotal areas: Firstly, high-quality dividend-yielding assets within telecommunications operators; secondly, the burgeoning computing power sector, with a preference for stocks exhibiting high growth potential, attractive valuations, and robust future prospects; thirdly, the military communications, submarine cables, IoT (Internet of Things), and smart controller sectors, where demand is anticipated to gradually rebound, potentially driving performance and valuation enhancements.