乘AI之风,算力、终端业务有望开启新一轮增长

东方财富
Sep 26

中兴通讯(000063)投资要点:全球领先的综合信息与通信技术解决方案提供商。公司深耕ICT行业40年,拥有ICT行业完整的、端到端的产品和解决方案,集设计、开发、生产、销售、服务于一体,聚焦运营商网络、政企业务、消费者三大业务。根据Dell'OroGroup数据,2023年,公司在全球电信设备市场市占率为11%,位列全球第四、国内第二,市场地位较稳固。随着5G网络建设逐步进入平台期,公司加速向“...

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