《大行》高盛料中兴(00763.HK)次季收入按年增12% 维持“中性”评级

阿斯达克财经
Jun 05, 2025

高盛发表研究报告,预计中兴通讯(00763.HK) 第二季收入将按年增长12%至356亿元人民币,受惠于企业和消费客户对AI基础设施、AI设备及AI软件不断上升的需求,相信企业及消费电子业务将继续成为中兴通讯的主要增长动力,次季毛利率预期将进一步提升至37.8%,对比首季为34.3%。该行预测中兴次季净利润将按季增长12%至27亿元人民币,并看好公司通过AI创新来实现业务扩张。但考虑到非电讯业务对...

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