智通财经APP获悉，中兴通讯(00763)涨超4%，截至发稿，涨4.23%，报25.9港元，成交额4.88亿港元。
消息面上，高盛此前研报指出，预测中兴通讯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。此外，预计中兴第二季收入将同比增长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%。
长城证券认为，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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