研报掘金丨国泰海通:维持中兴通讯“增持”评级,目标价60.13元

格隆汇
Nov 12, 2025

格隆汇11月12日|国泰海通证券研报指出,中兴通讯Q3盈利主要受季度收入结构波动影响。公司25前三季度归母净利润53.22 亿元,同比-32.69%,25Q3归母净利润2.64 亿元,同比-87.84%、环比-89.85%。公司算力业务增长进一步提速。有望凭借业界领先的芯片全流程设计能力,进一步强化在AI领域的长期竞争实力。运营商业务受交付节奏、下游需求等影响有所承压,但算力业务继续发力,增长...

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