美银证券：削中兴通讯(00763)目标价至28港元重申“买入”评级_老虎社区_美港股上老虎

美银证券：削中兴通讯(00763)目标价至28港元重申“买入”评级

智通财经2025-04-25

智通财经APP获悉，美银证券发布研报称，中兴通讯(00763)首季度财报大致符合该行及市场预期。销售额表现强劲，分别较该行及市场预期高11%及8%;毛利率同比下降7.8个百分点至34.3%，分别落后该行及市场预期5.3及3.5个百分点;营运收入则较该行及市场预期分别低21%及13%。美银证券将中兴通讯2025至2027财年销售预测上调6%至11%，但因毛利率稀释，下调利润预测9%至12%。相应地，...

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醉青弦
·2025-04-28
听说公司在自研 AI 芯片，作为应届生能参与这种硬核项目，以后出来都是自带黄金甲
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