中银国际：料中国移动(00941)收购可整合市场 目标价维持88.3港元

Group 1 - China Mobile (00941) plans to acquire approximately 14.44% stake in Hong Kong Broadband (01310) for about HKD 1.08 billion, increasing its total holding to 29.9% [1] - This acquisition is expected to enhance China Mobile's competitiveness in the high-profit broadband market, alongside the expansion of its enterprise and residential services [1] - The expansion of the fiber backbone network will support China Mobile's cross-border cloud services and AI initiatives, positioning Hong Kong as a future international computing hub [1] Group 2 - CICC maintains a "Buy" rating on China Mobile with a target price of HKD 88.3 [1]