港股异动 | 中兴通讯(00763)涨超4% 机构称算力业务有望成为公司主要增长引擎

智通财经2025-07-08

智通财经APP获悉，中兴通讯(00763)涨超4%，截至发稿，涨3.84%，报24.35港元，成交额2.56亿港元。消息面上，天风证券指出，GB300服务器即将出货、甲骨文合同落地，看好算力投资机遇。第一上海则表示，在美国限制先进芯片出口中国的行业大背景下，国产算力替代的紧迫性持续提升，而国产算力在AI应用持续迭代铺开的情况下，可用性大幅提升，龙头企业的先发优势将更加明显。该行继续看好国产算力的...

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