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<Research>Citi: CHINA MOBILE May Face ST Pressure During Transformation, Ride on Tokenized Business Model in LT
Recommend 58 Positive 93 Negative 63 |
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CHINA MOBILE (00941.HK) held its 2026 Mobile Cloud Conference on May 8, Citi said in its report. The conference brought together China's top regulatory authorities, local governments, SOEs, research institutions and industry bellwethers, focusing on topics including computing power infrastructure, domestic AI localization and commercialization of AI Agents. Key highlights of the conference included adopting tokenization as the monetization strategy for its computing power, model services and AI applications; Token consumption to be driven by autonomous Agents; full-stack localization and coordinated computing power as core requirements; and a strategic transformation into an integrated technology service provider. The broker assumed that CHINA MOBILE may face certain pressure in the short term during its transformation process, but in the long run it is well positioned to capture opportunities from an autonomous Agent-driven tokenized business model, which represents a positive development. The rating is Buy with a TP of HKD105.1. Auto-translated by AI This article was automatically translated by AI, the original language version should be considered the authoritative version. AASTOCKS.com Limited does not guarantee its accuracy or completeness and accepts no liability for any damages or losses arising from the use of this translation. More Details
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