According to Zhitong Finance APP, the Telecommunication Sector continues its upward trend. As of the time of writing, China United Network Communications (00762) rose by 4.21% to HKD 8.17; CHINA TELECOM (00728) increased by 2.13% to HKD 5.76; CHINA MOBILE (00941) climbed by 1.09% to HKD 78.75.

In recent news, the Ministry of Industry and Information Technology's Operation Monitoring and Coordination Bureau mentioned in its report on the telecommunications Business related to the Spring Festival in 2025 that all three major basic telecommunication companies have fully accessed the DeepSeek open-source large model, enabling its application in multiple scenarios and products, and providing exclusive computing power solutions and supporting environments for the popular DeepSeek-R1 model to enhance the performance of domestic large models.

Zheshang pointed out that operators hold the top three market shares in the IDC market domestically, with the listing rate expected to increase; operators are the main force of domestic computing power, with the profitability of intelligent computing likely to improve significantly; the explosion of AI is also expected to drive general Cloud Computing into a growth cycle; IDC and Cloud Computing Businesses bring value reassessment to operators. Moreover, stable growth and high dividends enhance investment value in a low-interest-rate environment.