异动解读｜中兴通讯盘中上涨3.12%，多重AI及6G催化剂延续驱动估值修复

行情直击06-09

6月9日，中兴通讯(00763)盘中上涨3.12%，报28.78港元，成交额2.39亿港元。此前交易日该股因获利回吐一度回调逾5%，今日企稳反弹。

消息面上，近期多重利好持续发酵：摩根士丹利上调公司评级至"增持"，目标价上调至39港元，指出AI催化剂料于下半年点燃；工信部启动6G创新发展部省协同试点专项行动，明确到2029年形成自主创新6G技术方案，中兴作为通信设备龙头直接受益；此外，公司与字节跳动合作的豆包AI手机二代机预计近期发布，搭载系统级AI能力，首批产品售罄显示市场需求强劲。公司还与腾讯达成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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