炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！
金吾财讯 | 野村发表研报指，中兴通讯(00763)2024财年收入及盈利分别按年下跌2.4%及9.7%，可能由于中国电信行业持续疲弱的需求所致。虽然消费者及企业两大板块的增长仍然健康，但企业板块的毛利率按年下降19.6个百分点至15.3%，该行认为这主要受到服务器业务加速扩张的影响。
该行将中兴通讯2025至2026财年收入预测下调4.6%至5.2%，以反映电信行业需求增长低于预期。该行亦下调2025财年的盈利预测3%；上调2026财年盈利预测4%，反映毛利率降低，但有效的营运费用控制应有助于公司在2026财年实现更好的每股盈利。
另外，该行首次引入对中兴通讯2027财年的收入及盈利增长预测，分别为按年增长8.5%及7.7%，并维持该股的“中性”评级，目标价由21港元上调至28港元。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.