智通财经APP获悉，中兴通讯(00763)涨超4%，截至发稿，涨3.84%，报24.35港元，成交额2.56亿港元。
消息面上，天风证券指出，GB300服务器即将出货、甲骨文合同落地，看好算力投资机遇。第一上海则表示，在美国限制先进芯片出口中国的行业大背景下，国产算力替代的紧迫性持续提升，而国产算力在AI应用持续迭代铺开的情况下，可用性大幅提升，龙头企业的先发优势将更加明显。该行继续看好国产算力的主线机会。
长城证券此前表示，2025年一季度，公司在巩固网络业务基本盘的同时，大力拓展智算、AI终端等第二曲线业务，推动公司营收重回增长轨道。该行认为，得益于ICT投资环境改善及公司自身准备，2025年收入有望重回增长轨道。同时算力业务将成为主要增长引擎，2025年随着DeepSeek推出，算力需求从训练转向推理，市场规模更大的推理需求将驱动头部互联网公司及运营商加大算力基础设施投资，公司有望抓住市场机遇，推动算力业务发展。
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