金吾财讯 | 中兴通讯(00763)股价发力，截至发稿，涨4.51%，报36.62港元，成交额6.55亿港元。中银国际发布研报称，由于AI服务器出现突破，带动新的增长机会，中兴通讯(00763)次季收入同比升109%。该行预计，中兴通讯的毛利率将随着国产GPU逐步取代进口芯片而逐渐回升，较低的半导体成本可改善硬件毛利率，并会就广泛AI应用刺激更高需求。长城证券指出，上半年，公司把握AI在网络基础设施、算力基础设施、行业应用、端侧带来的发展机遇，巩固国内运营商基本盘、提升海外运营商市占率；同时深化算力需求的拓展，加快AI端侧产品升级，有效推动公司营收增长提速。该行认为，作为国内ICT行业龙头，不断加快从连接向算力拓展，聚焦大国大网大T战略高速发展，公司业绩或将保持稳健发展。
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