<p><img src="https://imageproxy.pbkrs.com/https://staticx-tuner.zacks.com/images/articles/main/13/203.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="635" height="400" original-src="https://imageproxy.pbkrs.com/https://staticx-tuner.zacks.com/images/articles/main/13/203.jpg"/></p>
<p><em>圖片來源: Bigstock</em></p>
<h3><strong>關鍵要點</strong></h3>
<ul>
<li>AT&amp;T 發佈了用户和光纖增長，通過 Echo Star 頻譜整合擴展其 5G 容量。</li>
<li>儘管寬帶表現強勁，康卡斯特在其住宅連接與平台業務中面臨收入壓力。</li>
<li>此外，AT&amp;T 受益於 5G 建設、光纖增加以及旨在提升用户體驗和效率的人工智能工具。</li>
</ul>
<p>AT&amp;T 公司（T - 免費報告）和康卡斯特公司（CMCSA - 免費報告）是電信行業的主要參與者。推動美國電信市場增長的因素有很多，例如 5G 採用、光纖擴展和不斷增長的移動數據流量。</p>
<p>根據 Research and Markets 的報告，預計美國電信市場在 2024 年至 2029 年間將實現 6.8% 的年均複合增長率。憑藉深厚的行業經驗，AT&amp;T 和康卡斯特在競爭激烈的美國電信行業中佔據了強大的立足點。讓我們深入分析這兩家公司在競爭中的優勢和劣勢，以瞭解哪家公司更有可能從新興市場趨勢中獲得最大收益。</p>
<h3><strong>AT&amp;T 的優勢</strong></h3>
<p>AT&amp;T 在通信領域受益於強勁的勢頭。在第三季度，該公司的服務收入有所改善，得益於用户的穩健增長。非電話銷售和高價電話銷售的增加推動了設備收入的增長。</p>
<p>AT&amp;T 在本季度錄得淨光纖新增用户 288,000，而 Internet Air 新增用户 270,000。光纖寬帶業務的持續增長推動了消費者固定網絡業務的發展。</p>
<p>AT&amp;T 正在迅速擴展其全國 5G 基礎設施。該公司已在約 23,000 個基站快速部署了來自 Echo Star 的中頻段頻譜。這將確保在 48 個州的 5,300 個城市中為客户提供顯著的速度和容量提升。來自 Echo Star 的頻譜整合使移動下載速度提高了 80%，而 AT&amp;T Internet Air 用户的下載速度提高了 55%。</p>
<p>收購 Echo Star 是 AT&amp;T 的明智之舉，因為這消除了為了提升網絡容量而進行資本密集型基站建設的需求。這種網絡容量的提升將使 AT&amp;T 能夠滿足流媒體、遊戲、雲服務和各種人工智能應用等高級應用的需求。此外，網絡的增強也將支持第一響應者，因為 FirstNet 客户也將獲得 AT&amp;T 商業頻譜的訪問權限。</p>
<p>該公司還積極致力於整合人工智能，以提高其運營效率。Ask AT&amp;T Workflows 是一款新開發的人工智能代理工具，能夠處理客户服務更新請求，跨系統同步數據，並實時自動安裝信息。這些人工智能工具可以通過減少等待時間並讓員工專注於高優先級工作，顯著改善最終用户的體驗。對資源優化的日益重視可能對公司的盈利能力和現金流產生積極影響。</p>
<p>然而，該公司面臨來自其他行業領導者的激烈競爭，如 Verizon Communications, Inc.（VZ - 免費報告）、T-Mobile、康卡斯特等。Verizon 正在穩步擴大其光纖覆蓋，這影響了 AT&amp;T 的光纖擴展計劃。然而，憑藉強大的基礎、對客户服務的關注和利潤率的改善，AT&amp;T 有能力獲得競爭優勢。</p>
<h3><strong>康卡斯特的優勢</strong></h3>
<p>康卡斯特主要專注於寬帶互聯網和家庭 WiFi。該公司通過住宅連接與平台部門提供住宅寬帶服務、無線連接服務和商業視頻服務。該部門的收入在第三季度同比下降了 1.5%。下降主要是由於視頻和廣告業務的疲軟。下降趨勢部分被國內寬帶、國內無線和國際連接業務的強勁表現所抵消。</p>
<p>康卡斯特通過集成連接和無線融合建立了差異化的市場地位。該公司擁有強大的寬帶基礎設施，提供無縫的捆綁服務，將互聯網、無線和娛樂結合在統一的定價結構下。康卡斯特 Xfinity 是該國廣泛可用的寬帶服務之一。其混合光纖同軸（HFC）網絡提供了擴展網絡覆蓋和容量所需的靈活性和可擴展性。</p>
<p>該公司的 DOCSIS 3.1 技術為住宅和商業客户提供千兆以上的下行寬帶速度。它還積極推出 DOCSIS 4.0 技術，使公司能夠在現有 HFC 網絡上提供多千兆對稱寬帶速度。專注於核心網絡的虛擬化和自動化以提升運營效率是一個有利因素。</p>
<p>然而，由於來自其他寬帶提供商（如 AT&amp;T 和 Verizon）的競爭加劇，該公司在住宅連接與平台業務中正面臨下行趨勢。AT&amp;T 最近在美國新增了 1000 萬光纖互聯網用户。預計在 2026 年初完成的 Lumen 的大眾市場光纖業務收購將增加 100 萬光纖客户和 400 萬光纖地點，覆蓋 11 個美國州。</p>
<p>該公司有望在 2026 年底之前達到 6000 萬個光纖地點。Verizon 也在積極擴展其全國光纖基礎設施。這些因素可能進一步加劇競爭，阻礙康卡斯特的增長前景。</p>
<h3><strong>Zacks 對康卡斯特和 AT&amp;T 的估計比較如何？</strong></h3>
<p>Zacks 對 AT&amp;T 2025 年銷售額的共識估計顯示同比增長 2.14%，而每股收益（EPS）則顯示同比下降 8.85%。過去 60 天的每股收益估計呈上升趨勢。</p>
<p><img src="https://imageproxy.pbkrs.com/https://staticx-tuner.zacks.com/images/articles/charts/de/136665.jpg/query-dj03NjI0OTYyODQ?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="411" height="233" original-src="https://imageproxy.pbkrs.com/https://staticx-tuner.zacks.com/images/articles/charts/de/136665.jpg/query-dj03NjI0OTYyODQ"/></p>
<p><em>圖片來源：Zacks 投資研究</em></p>
<p>Zacks 共識估計顯示，康卡斯特 2025 年的銷售額預計同比下降 0.07%，每股收益（EPS）預計同比下降 3.46%。在過去 60 天中，EPS 的預期一直在下降。</p>
<p><img src="https://imageproxy.pbkrs.com/https://staticx-tuner.zacks.com/images/articles/charts/7a/136666.jpg/query-dj02ODg2MjE2OTQ?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="412" height="243" original-src="https://imageproxy.pbkrs.com/https://staticx-tuner.zacks.com/images/articles/charts/7a/136666.jpg/query-dj02ODg2MjE2OTQ"/></p>
<p><em>圖片來源：Zacks 投資研究</em></p>
<h3><strong>康卡斯特與美國電話電報的價格表現與估值</strong></h3>
<p>在過去一年中，美國電話電報上漲了 4.1%，而康卡斯特下跌了 31.4%。</p>
<p><img src="https://imageproxy.pbkrs.com/https://staticx-tuner.zacks.com/images/articles/charts/d1/136637.jpg/query-dj0xODM1NTc0MjQ3?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="620" height="272" original-src="https://imageproxy.pbkrs.com/https://staticx-tuner.zacks.com/images/articles/charts/d1/136637.jpg/query-dj0xODM1NTc0MjQ3"/></p>
<p><em>圖片來源：Zacks 投資研究</em></p>
<p>從估值角度來看，康卡斯特可能比美國電話電報更具吸引力。根據市盈率，康卡斯特的股票最近以 6.72 的前瞻性收益交易，低於美國電話電報的 10.79。</p>
<p><img src="https://imageproxy.pbkrs.com/https://staticx-tuner.zacks.com/images/articles/charts/c8/136640.jpg/query-dj00ODg5NzE5MjE?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="620" height="159" original-src="https://imageproxy.pbkrs.com/https://staticx-tuner.zacks.com/images/articles/charts/c8/136640.jpg/query-dj00ODg5NzE5MjE"/></p>
<p><em>圖片來源：Zacks 投資研究</em></p>
<h3><strong>結束語</strong></h3>
<p>目前，美國電話電報和康卡斯特均持有 Zacks 評級#3（持有）。</p>
<p>美國電話電報和康卡斯特都在積極擴展其網絡基礎設施，以推動用户增長。康卡斯特的 DOCSIS 4.0 部署是一個積極因素。然而，預期修正的下行趨勢突顯出投資者對康卡斯特增長潛力的信心減弱。</p>
<p>美國電話電報也在通過戰略收購和基礎設施擴展迅速擴大其光纖覆蓋範圍。此外，美國電話電報提升 5G 網絡容量和人工智能整合以增強客户服務和優化資源的舉措，對長期增長有利。隨着預期上調和更好的股價表現，美國電話電報目前似乎是更好的投資選擇。</p>
<hr/>
<p><em>更多來自此作者的文章：</em></p>
<p>Lululemon 的股票在強勁的第三季度業績後會繼續反彈嗎？</p>
<p>博通是第四季度財報臨近時最值得購買的芯片股票嗎？</p>
<p>收購和合作是否推動了萬事達卡的長期增長？</p>

美國電話電報

康卡斯特

<p>AT&T 和康卡斯特是美國電信市場的關鍵參與者，受益於 5G 的普及、光纖擴展和移動數據流量的增長。AT&T 正在擴大其 5G 容量並整合人工智能工具，而康卡斯特則專注於寬帶和家庭 WiFi。兩者都面臨來自 Verizon 等公司的競爭。預計美國電信市場將在 2024 年至 2029 年間以 6.8% 的年均增長率增長</p>

<p><img src="https://imageproxy.pbkrs.com/https://staticx-tuner.zacks.com/images/articles/main/13/203.jpg" alt="" original-src="https://staticx-tuner.zacks.com/images/articles/main/13/203.jpg"/></p>
<p><em>Image: Bigstock</em></p>
<div class="lb-trans"><p><em>圖片來源: Bigstock</em></p>
</div><h3><strong>Key Takeaways</strong></h3>
<div class="lb-trans"><h3><strong>關鍵要點</strong></h3>
</div><ul>
<li>AT&amp;T posts subscriber and fiber gains, expanding its 5G capacity through the Echo Star spectrum integration.</li>
<li>Comcast faces revenue pressure in its Residential Connectivity &amp; Platforms despite broadband strength.</li>
<li>Additionally, AT&amp;T benefits from 5G build-out, fiber additions, and AI tools aimed at boosting user experience and efficiency.</li>
</ul>
<div class="lb-trans"><ul>
<li>AT&amp;T 發佈了用户和光纖增長，通過 Echo Star 頻譜整合擴展其 5G 容量。</li>
<li>儘管寬帶表現強勁，康卡斯特在其住宅連接與平台業務中面臨收入壓力。</li>
<li>此外，AT&amp;T 受益於 5G 建設、光纖增加以及旨在提升用户體驗和效率的人工智能工具。</li>
</ul>
</div><p>AT&amp;T Inc. (T - Free Report) and Comcast Corporation (CMCSA - Free Report) are prominent players in the telecommunications sector. There are multiple factors that are driving growth in the U.S. telecom market, such as 5G adoption, fiber expansion, and growing mobile data traffic.</p>
<div class="lb-trans"><p>AT&amp;T 公司（T - 免費報告）和康卡斯特公司（CMCSA - 免費報告）是電信行業的主要參與者。推動美國電信市場增長的因素有很多，例如 5G 採用、光纖擴展和不斷增長的移動數據流量。</p>
</div><p>Per a report by Research and Markets, the U.S. telecom market is expected to witness a 6.8% compound annual growth rate between 2024 and 2029. With deep industry acumen, both AT&amp;T and Comcast hold a strong foothold in the highly competitive U.S. telecom sector. Let's analyze the competitive strengths and weaknesses of the companies in depth to understand which is better positioned to maximize gains from the emerging market trends.</p>
<div class="lb-trans"><p>根據 Research and Markets 的報告，預計美國電信市場在 2024 年至 2029 年間將實現 6.8% 的年均複合增長率。憑藉深厚的行業經驗，AT&amp;T 和康卡斯特在競爭激烈的美國電信行業中佔據了強大的立足點。讓我們深入分析這兩家公司在競爭中的優勢和劣勢，以瞭解哪家公司更有可能從新興市場趨勢中獲得最大收益。</p>
</div><h3><strong>The Case for AT&amp;T</strong></h3>
<div class="lb-trans"><h3><strong>AT&amp;T 的優勢</strong></h3>
</div><p>AT&amp;T is benefiting from solid momentum in the communications segment. In the third quarter, the company’s service revenues improved, backed by solid subscriber gains. Higher volumes of non-phone sales and higher-priced phone sales are driving equipment revenues.</p>
<div class="lb-trans"><p>AT&amp;T 在通信領域受益於強勁的勢頭。在第三季度，該公司的服務收入有所改善，得益於用户的穩健增長。非電話銷售和高價電話銷售的增加推動了設備收入的增長。</p>
</div><p>AT&amp;T recorded net fiber additions of 288,000, while Internet Air added 270,000 subscribers during the quarter. The consistent gain in the fiber broadband business is driving growth in the Consumer Wireline aspect.</p>
<div class="lb-trans"><p>AT&amp;T 在本季度錄得淨光纖新增用户 288,000，而 Internet Air 新增用户 270,000。光纖寬帶業務的持續增長推動了消費者固定網絡業務的發展。</p>
</div><p>AT&amp;T is rapidly expanding its 5G infrastructure nationwide. The company has rapidly deployed mid-band spectrum from Echo Star at around 23,000 cell sites. This will ensure a significant increase in speed and capacity for customers in 5,300 cities across 48 states. The integration of the spectrum from Echo Star has improved download speed for mobility by 80%, while it has improved 55% for AT&amp;T Internet Air users.</p>
<div class="lb-trans"><p>AT&amp;T 正在迅速擴展其全國 5G 基礎設施。該公司已在約 23,000 個基站快速部署了來自 Echo Star 的中頻段頻譜。這將確保在 48 個州的 5,300 個城市中為客户提供顯著的速度和容量提升。來自 Echo Star 的頻譜整合使移動下載速度提高了 80%，而 AT&amp;T Internet Air 用户的下載速度提高了 55%。</p>
</div><p>The acquisition of Echo Star is a smart move from AT&amp;T as it eliminates the requirement of capital-intensive construction of cell sites to boost network capacity. This network capacity enhancement will allow AT&amp;T to meet the requirements of advanced applications such as streaming, gaming, cloud services, and various AI use cases. Along with this, the network boost will also support first responders, as the FirstNet customers will also get access to AT&amp;T commercial spectrum.</p>
<div class="lb-trans"><p>收購 Echo Star 是 AT&amp;T 的明智之舉，因為這消除了為了提升網絡容量而進行資本密集型基站建設的需求。這種網絡容量的提升將使 AT&amp;T 能夠滿足流媒體、遊戲、雲服務和各種人工智能應用等高級應用的需求。此外，網絡的增強也將支持第一響應者，因為 FirstNet 客户也將獲得 AT&amp;T 商業頻譜的訪問權限。</p>
</div><p>The company is also actively working to integrate AI to enhance efficiency across its operations. Ask AT&amp;T Workflows is a newly developed AI agent tool that takes customer service update requests, synchronizes data across systems, and auto-installs information in real time. The AI tools can significantly improve end users’ experience by reducing wait times and allowing employees to focus on high-priority work. Such growing emphasis on resource optimization can have a positive impact on the company’s profitability and cash flow.</p>
<div class="lb-trans"><p>該公司還積極致力於整合人工智能，以提高其運營效率。Ask AT&amp;T Workflows 是一款新開發的人工智能代理工具，能夠處理客户服務更新請求，跨系統同步數據，並實時自動安裝信息。這些人工智能工具可以通過減少等待時間並讓員工專注於高優先級工作，顯著改善最終用户的體驗。對資源優化的日益重視可能對公司的盈利能力和現金流產生積極影響。</p>
</div><p>However, the company faces stiff competition from other industry leaders, such as Verizon Communications, Inc. (VZ - Free Report), T-Mobile, Comcast, and others. Verizon is steadily expanding its fiber footprint, which affects AT&amp;T’s fiber expansion initiatives. However, with a strong foundation, focus on customer service, and margin improvement, AT&amp;T is well equipped to gain a competitive edge.</p>
<div class="lb-trans"><p>然而，該公司面臨來自其他行業領導者的激烈競爭，如 Verizon Communications, Inc.（VZ - 免費報告）、T-Mobile、康卡斯特等。Verizon 正在穩步擴大其光纖覆蓋，這影響了 AT&amp;T 的光纖擴展計劃。然而，憑藉強大的基礎、對客户服務的關注和利潤率的改善，AT&amp;T 有能力獲得競爭優勢。</p>
</div><h3><strong>The Case for Comcast</strong></h3>
<div class="lb-trans"><h3><strong>康卡斯特的優勢</strong></h3>
</div><p>Comcast is primarily focused on broadband Internet and in-home WiFi. The company offers residential broadband services, wireless connectivity services, and business video services through the Residential Connectivity &amp; Platforms segment. Revenues from this segment decreased 1.5% year-over-year in the third quarter. The decline was primarily induced by weakness in the video and advertising business. The declining trend is partially offset by strength in domestic broadband, domestic wireless, and international connectivity business.</p>
<div class="lb-trans"><p>康卡斯特主要專注於寬帶互聯網和家庭 WiFi。該公司通過住宅連接與平台部門提供住宅寬帶服務、無線連接服務和商業視頻服務。該部門的收入在第三季度同比下降了 1.5%。下降主要是由於視頻和廣告業務的疲軟。下降趨勢部分被國內寬帶、國內無線和國際連接業務的強勁表現所抵消。</p>
</div><p>Comcast has established a differentiated market position through integrated connectivity and wireless convergence. The company boasts a robust broadband infrastructure to offer seamless bundled services combining Internet, wireless, and entertainment under unified pricing structures. Comcast Xfinity is one of the widely accessible broadband services in the country. Its Hybrid Fiber-Coaxial (HFC) network provides the required flexibility and scalability to expand network coverage and capacity.</p>
<div class="lb-trans"><p>康卡斯特通過集成連接和無線融合建立了差異化的市場地位。該公司擁有強大的寬帶基礎設施，提供無縫的捆綁服務，將互聯網、無線和娛樂結合在統一的定價結構下。康卡斯特 Xfinity 是該國廣泛可用的寬帶服務之一。其混合光纖同軸（HFC）網絡提供了擴展網絡覆蓋和容量所需的靈活性和可擴展性。</p>
</div><p>The company’s DOCSIS 3.1 technology facilitates gigabit-plus downstream broadband speeds to residential and business customers. It is also actively rolling out DOCSIS 4.0 technology, which is allowing the company to deliver multigigabit symmetrical broadband speeds over the existing HFC network. Focus on virtualization and automation of the core network to boost operational efficiency is a tailwind.</p>
<div class="lb-trans"><p>該公司的 DOCSIS 3.1 技術為住宅和商業客户提供千兆以上的下行寬帶速度。它還積極推出 DOCSIS 4.0 技術，使公司能夠在現有 HFC 網絡上提供多千兆對稱寬帶速度。專注於核心網絡的虛擬化和自動化以提升運營效率是一個有利因素。</p>
</div><p>However, the company is witnessing a downtrend in the Residential Connectivity &amp; Platforms due to growing competition from other broadband providers such as AT&amp;T and Verizon. AT&amp;T recently added 10 million fiber Internet customers in the United States. The acquisition of Lumen’s Mass Markets fiber business, which is expected to close in early 2026, will add 1 million fiber customers and 4 million fiber locations across 11 U.S. states.</p>
<div class="lb-trans"><p>然而，由於來自其他寬帶提供商（如 AT&amp;T 和 Verizon）的競爭加劇，該公司在住宅連接與平台業務中正面臨下行趨勢。AT&amp;T 最近在美國新增了 1000 萬光纖互聯網用户。預計在 2026 年初完成的 Lumen 的大眾市場光纖業務收購將增加 100 萬光纖客户和 400 萬光纖地點，覆蓋 11 個美國州。</p>
</div><p>The company is well-positioned to reach 60 million total fiber locations by the end of 2026. Verizon is also actively expanding its fiber infrastructure nationwide. These factors can further intensify competition and impede Comcast’s growth prospects.</p>
<div class="lb-trans"><p>該公司有望在 2026 年底之前達到 6000 萬個光纖地點。Verizon 也在積極擴展其全國光纖基礎設施。這些因素可能進一步加劇競爭，阻礙康卡斯特的增長前景。</p>
</div><h3><strong>How Do Zacks Estimates Compare for Comcast &amp; AT&amp;T?</strong></h3>
<div class="lb-trans"><h3><strong>Zacks 對康卡斯特和 AT&amp;T 的估計比較如何？</strong></h3>
</div><p>The Zacks Consensus Estimate for AT&amp;T’s 2025 sales indicates growth of 2.14% year-over-year, while EPS implies a decline of 8.85% year-over-year. The EPS estimates have been trending upward over the past 60 days.</p>
<div class="lb-trans"><p>Zacks 對 AT&amp;T 2025 年銷售額的共識估計顯示同比增長 2.14%，而每股收益（EPS）則顯示同比下降 8.85%。過去 60 天的每股收益估計呈上升趨勢。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://staticx-tuner.zacks.com/images/articles/charts/de/136665.jpg/query-dj03NjI0OTYyODQ" alt="" original-src="https://staticx-tuner.zacks.com/images/articles/charts/de/136665.jpg?v=762496284"/></p>
<p><em>Image Source: Zacks Investment Research</em></p>
<div class="lb-trans"><p><em>圖片來源：Zacks 投資研究</em></p>
</div><p>The Zacks Consensus Estimate for Comcast’s 2025 sales indicates a decline of 0.07% year-over-year, while EPS is projected to decline 3.46% year-over-year. The EPS estimates have been trending southward over the past 60 days.</p>
<div class="lb-trans"><p>Zacks 共識估計顯示，康卡斯特 2025 年的銷售額預計同比下降 0.07%，每股收益（EPS）預計同比下降 3.46%。在過去 60 天中，EPS 的預期一直在下降。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://staticx-tuner.zacks.com/images/articles/charts/7a/136666.jpg/query-dj02ODg2MjE2OTQ" alt="" original-src="https://staticx-tuner.zacks.com/images/articles/charts/7a/136666.jpg?v=688621694"/></p>
<p><em>Image Source: Zacks Investment Research</em></p>
<div class="lb-trans"><p><em>圖片來源：Zacks 投資研究</em></p>
</div><h3><strong>Price Performance &amp; Valuation of Comcast &amp; AT&amp;T</strong></h3>
<div class="lb-trans"><h3><strong>康卡斯特與美國電話電報的價格表現與估值</strong></h3>
</div><p>Over the past year, AT&amp;T has gained 4.1%, while Comcast has declined 31.4%.</p>
<div class="lb-trans"><p>在過去一年中，美國電話電報上漲了 4.1%，而康卡斯特下跌了 31.4%。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://staticx-tuner.zacks.com/images/articles/charts/d1/136637.jpg/query-dj0xODM1NTc0MjQ3" alt="" original-src="https://staticx-tuner.zacks.com/images/articles/charts/d1/136637.jpg?v=1835574247"/></p>
<p><em>Image Source: Zacks Investment Research</em></p>
<div class="lb-trans"><p><em>圖片來源：Zacks 投資研究</em></p>
</div><p>Comcast may look more attractive than AT&amp;T from a valuation standpoint. Going by the price/earnings ratio, Comcast’s shares have recently been trading at 6.72 forward earnings, which is lower than the 10.79 reading for AT&amp;T.</p>
<div class="lb-trans"><p>從估值角度來看，康卡斯特可能比美國電話電報更具吸引力。根據市盈率，康卡斯特的股票最近以 6.72 的前瞻性收益交易，低於美國電話電報的 10.79。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://staticx-tuner.zacks.com/images/articles/charts/c8/136640.jpg/query-dj00ODg5NzE5MjE" alt="" original-src="https://staticx-tuner.zacks.com/images/articles/charts/c8/136640.jpg?v=488971921"/></p>
<p><em>Image Source: Zacks Investment Research</em></p>
<div class="lb-trans"><p><em>圖片來源：Zacks 投資研究</em></p>
</div><h3><strong>End Note</strong></h3>
<div class="lb-trans"><h3><strong>結束語</strong></h3>
</div><p>AT&amp;T and Comcast both carry a Zacks Rank #3 (Hold) rating at the moment.</p>
<div class="lb-trans"><p>目前，美國電話電報和康卡斯特均持有 Zacks 評級#3（持有）。</p>
</div><p>Both AT&amp;T and Comcast are actively expanding their network infrastructure to drive subscriber growth. Comcast's DOCSIS 4.0 deployment is a positive factor. However, a downtrend in estimate revision underscores dwindling investors’ confidence in Comcast’s growth potential.</p>
<div class="lb-trans"><p>美國電話電報和康卡斯特都在積極擴展其網絡基礎設施，以推動用户增長。康卡斯特的 DOCSIS 4.0 部署是一個積極因素。然而，預期修正的下行趨勢突顯出投資者對康卡斯特增長潛力的信心減弱。</p>
</div><p>AT&amp;T is also rapidly expanding its fiber footprint with strategic acquisitions and infrastructure expansion. Moreover, AT&amp;T’s initiative to boost 5G network capacity and AI integration to enhance customer service and optimize resources bodes well for long-term growth. With upward estimate revisions and a better stock price performance, AT&amp;T appears to be the better investment option right now.</p>
<div class="lb-trans"><p>美國電話電報也在通過戰略收購和基礎設施擴展迅速擴大其光纖覆蓋範圍。此外，美國電話電報提升 5G 網絡容量和人工智能整合以增強客户服務和優化資源的舉措，對長期增長有利。隨着預期上調和更好的股價表現，美國電話電報目前似乎是更好的投資選擇。</p>
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美國電話電報與康卡斯特：你應該選擇押注哪隻電信股票？