异动解读｜中兴通讯盘中上涨4%，连续回调后企稳反弹，大摩增持评级及AI催化延续支撑

行情直击06-15 11:21

6月15日，中兴通讯(00763)盘中上涨4%，报27.04港元，成交额3.27亿港元。此前该股因获利回吐叠加通信设备板块走弱，自高位连续回调多个交易日，股价从约29港元回落至26港元附近，短期抛压充分释放后今日企稳反弹。

消息面上，摩根士丹利此前将中兴通讯H股评级上调至"增持"，目标价升至39港元，看好其下半年盈利增长拐点及AI催化剂。公司与字节跳动围绕豆包AI助理深化合作，首批AI手机产品售罄显示市场需求强劲；同时与腾讯达成AI云电脑合作，进一步丰富AI商业化路径。大摩预计公司下半年将受低基数支撑重返盈利正增长，当前短期盈利风险已大致被市场消化。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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