异动解读 | 机构增持与芯片布局双重利好,中兴通讯盘中大涨5.09%

异动解读
Jul 09

中兴通讯今日盘中大涨5.09%,引起市场关注。

消息面上,近期多家国际机构连续增持公司股份,释放出积极信号。香港联交所资料显示,瑞银于7月2日增持中兴通讯63.62万股H股,增持后持股比例升至8.03%。此前,贝莱德也于6月25日增持H股,将多头持仓比例从6.52%提升至7.10%。机构投资者的持续看好为股价提供了支撑。

此外,公司在战略布局方面也取得进展。中兴通讯近期通过全资子公司中兴微电子在南京成立了注册资本1亿元的半导体技术公司,加码自研芯片布局。其自研相干DSP芯片、车规级SoC芯片等技术进展持续落地,市场对其“连接+算力”战略的预期有所提升,进一步推动了股价上涨。

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