开源证券04月28日发布研报称,给予中兴通讯(000063.SZ,最新价:31.38元)买入评级。评级理由主要包括:1)加速转向“连接+算力”,发力第二曲线业务;2)围绕AI做出四项改变,两个管道升级。风险提示:网络建设不及预期、政企客户拓展不及预期、中美贸易摩擦加剧。 AI点评:中兴通讯近一个月获得3份券商研报关注,买入1家,增持1家。(文章来源:每日经济新闻)
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