中银国际：升中兴通讯(00763)目标价至37.58港元维持“买入”评级_老虎社区_美港股上老虎

中银国际：升中兴通讯(00763)目标价至37.58港元维持“买入”评级

智通财经2025-09-02

智通财经APP获悉，中银国际发布研报称，由于AI服务器出现突破，带动新的增长机会，中兴通讯(00763)次季收入同比升109%。该行预计，中兴通讯的毛利率将随着国产GPU逐步取代进口芯片而逐渐回升，较低的半导体成本可改善硬件毛利率，并会就广泛AI应用刺激更高需求。该行将中兴通讯目标价由29.28港元上调至37.58港元，重申“买入”评级。

网页链接

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。

磁力安静书
·2025-09-03
这里也有我的一份努力哇，激动的心，颤抖的手~~
回复
1
举报
斯山居士
·2025-09-03
唔，中兴还是可以的
回复
1
举报
海阔天空a
·2025-09-03
来了来了～～感觉大家努力付出有了成果，我为中兴扛大旗～
回复
1
举报

热议股票

7x24

全部

{"i18n":{"language":"zh_CN"},"data":{"share":"https://www.laohu8.com/m/news/2564287678?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-09-02 14:34","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2564287678","market":"fut","top_or_hot":-1,"title":"中银国际：升中兴通讯(00763)目标价至37.58港元 维持“买入”评级","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，中银国际发布研报称，由于AI服务器出现突破，带动新的增长机会，中兴通讯(00763)次季收入同比升109%。该行预计，中兴通讯的毛利率将随着国产GPU逐步取代进口芯片而逐渐回升，较低的半导体成本可改善硬件毛利率，并会就广泛AI应用刺激更高需求。该行将中兴通讯目标价由29.28港元上调至37.58港元，重申“买入”评级。</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1340411.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>中银国际：升中兴通讯(00763)目标价至37.58港元 维持“买入”评级</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n中银国际：升中兴通讯(00763)目标价至37.58港元 维持“买入”评级\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-02 14:34 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1340411.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，中银国际发布研报称，由于AI服务器出现突破，带动新的增长机会，中兴通讯(00763)次季收入同比升109%。该行预计，中兴通讯的毛利率将随着国产GPU逐步取代进口芯片而逐渐回升，较低的半导体成本可改善硬件毛利率，并会就广泛AI应用刺激更高需求。该行将中兴通讯目标价由29.28港元上调至37.58港元，重申“买入”评级。</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1340411.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"000063","symbol_name":"中兴通讯","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1340411.html","article_id":"2564287678","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2564287678","pubTimestamp":1756794868,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，中银国际发布研报称，由于AI服务器出现突破，带动新的增长机会，中兴通讯(00763)次季收入同比升109%。该行预计，中兴通讯的毛利率将随着国产GPU逐步取代进口芯片而逐渐回升，较低的半导体成本可改善硬件毛利率，并会就广泛AI应用刺激更高需求。该行将中兴通讯目标价由29.28港元上调至37.58港元，重申“买入”评级。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":["rate"],"viewcount":null,"language":"zh","relate_stocks":{"000063":"中兴通讯","00763":"中兴通讯"},"translate_title":"BOC International: Raise ZTE (00763) target price to HK $37.58 and maintain \"buy\" rating","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"000063":1,"00763":1},"content_text":"智通财经APP获悉，中银国际发布研报称，由于AI服务器出现突破，带动新的增长机会，中兴通讯(00763)次季收入同比升109%。该行预计，中兴通讯的毛利率将随着国产GPU逐步取代进口芯片而逐渐回升，较低的半导体成本可改善硬件毛利率，并会就广泛AI应用刺激更高需求。该行将中兴通讯目标价由29.28港元上调至37.58港元，重申“买入”评级。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":474693921505328,"gmtCreate":1756913422611,"gmtModify":1756915206230,"author":{"id":"4220013347454650","authorId":"4220013347454650","name":"磁力安静书","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4220013347454650","idStr":"4220013347454650"},"htmlText":"这里也有我的一份努力哇，激动的心，颤抖的手~~","listText":"这里也有我的一份努力哇，激动的心，颤抖的手~~","text":"这里也有我的一份努力哇，激动的心，颤抖的手~~","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/474693921505328","repostId":2564287678,"repostType":2,"repost":{"id":"2564287678","kind":"news","pubTimestamp":1756794868,"share":"https://www.laohu8.com/m/news/2564287678?lang=zh_CN&edition=full","pubTime":"2025-09-02 14:34","market":"fut","language":"zh","title":"中银国际：升中兴通讯(00763)目标价至37.58港元 维持“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2564287678","media":"智通财经","summary":"智通财经APP获悉，中银国际发布研报称，由于AI服务器出现突破，带动新的增长机会，中兴通讯(00763)次季收入同比升109%。该行预计，中兴通讯的毛利率将随着国产GPU逐步取代进口芯片而逐渐回升，较低的半导体成本可改善硬件毛利率，并会就广泛AI应用刺激更高需求。该行将中兴通讯目标价由29.28港元上调至37.58港元，重申“买入”评级。","content":"<html><body><p>智通财经APP获悉，中银国际发布研报称，由于AI服务器出现突破，带动新的增长机会，<a href=\"https://laohu8.com/S/000063\">中兴通讯</a>(00763)次季收入同比升109%。该行预计，<a href=\"https://laohu8.com/S/00763\">中兴通讯</a>的毛利率将随着国产GPU逐步取代进口芯片而逐渐回升，较低的半导体成本可改善硬件毛利率，并会就广泛AI应用刺激更高需求。该行将中兴通讯目标价由29.28港元上调至37.58港元，重申“买入”评级。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>中银国际：升中兴通讯(00763)目标价至37.58港元 维持“买入”评级</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n中银国际：升中兴通讯(00763)目标价至37.58港元 维持“买入”评级\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-02 14:34 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1340411.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，中银国际发布研报称，由于AI服务器出现突破，带动新的增长机会，中兴通讯(00763)次季收入同比升109%。该行预计，中兴通讯的毛利率将随着国产GPU逐步取代进口芯片而逐渐回升，较低的半导体成本可改善硬件毛利率，并会就广泛AI应用刺激更高需求。该行将中兴通讯目标价由29.28港元上调至37.58港元，重申“买入”评级。</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1340411.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"000063":"中兴通讯","00763":"中兴通讯"},"source_url":"http://www.zhitongcaijing.com/content/detail/1340411.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2564287678","content_text":"智通财经APP获悉，中银国际发布研报称，由于AI服务器出现突破，带动新的增长机会，中兴通讯(00763)次季收入同比升109%。该行预计，中兴通讯的毛利率将随着国产GPU逐步取代进口芯片而逐渐回升，较低的半导体成本可改善硬件毛利率，并会就广泛AI应用刺激更高需求。该行将中兴通讯目标价由29.28港元上调至37.58港元，重申“买入”评级。","news_type":1,"symbols_score_info":{"000063":1,"00763":1}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":474684302762040,"gmtCreate":1756910704868,"gmtModify":1756911530871,"author":{"id":"4220013834454790","authorId":"4220013834454790","name":"斯山居士","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4220013834454790","idStr":"4220013834454790"},"htmlText":"唔，中兴还是可以的","listText":"唔，中兴还是可以的","text":"唔，中兴还是可以的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/474684302762040","repostId":2564287678,"repostType":2,"repost":{"id":"2564287678","kind":"news","pubTimestamp":1756794868,"share":"https://www.laohu8.com/m/news/2564287678?lang=zh_CN&edition=full","pubTime":"2025-09-02 14:34","market":"fut","language":"zh","title":"中银国际：升中兴通讯(00763)目标价至37.58港元 维持“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2564287678","media":"智通财经","summary":"智通财经APP获悉，中银国际发布研报称，由于AI服务器出现突破，带动新的增长机会，中兴通讯(00763)次季收入同比升109%。该行预计，中兴通讯的毛利率将随着国产GPU逐步取代进口芯片而逐渐回升，较低的半导体成本可改善硬件毛利率，并会就广泛AI应用刺激更高需求。该行将中兴通讯目标价由29.28港元上调至37.58港元，重申“买入”评级。","content":"<html><body><p>智通财经APP获悉，中银国际发布研报称，由于AI服务器出现突破，带动新的增长机会，<a href=\"https://laohu8.com/S/000063\">中兴通讯</a>(00763)次季收入同比升109%。该行预计，<a href=\"https://laohu8.com/S/00763\">中兴通讯</a>的毛利率将随着国产GPU逐步取代进口芯片而逐渐回升，较低的半导体成本可改善硬件毛利率，并会就广泛AI应用刺激更高需求。该行将中兴通讯目标价由29.28港元上调至37.58港元，重申“买入”评级。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>中银国际：升中兴通讯(00763)目标价至37.58港元 维持“买入”评级</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n中银国际：升中兴通讯(00763)目标价至37.58港元 维持“买入”评级\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-02 14:34 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1340411.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，中银国际发布研报称，由于AI服务器出现突破，带动新的增长机会，中兴通讯(00763)次季收入同比升109%。该行预计，中兴通讯的毛利率将随着国产GPU逐步取代进口芯片而逐渐回升，较低的半导体成本可改善硬件毛利率，并会就广泛AI应用刺激更高需求。该行将中兴通讯目标价由29.28港元上调至37.58港元，重申“买入”评级。</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1340411.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"000063":"中兴通讯","00763":"中兴通讯"},"source_url":"http://www.zhitongcaijing.com/content/detail/1340411.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2564287678","content_text":"智通财经APP获悉，中银国际发布研报称，由于AI服务器出现突破，带动新的增长机会，中兴通讯(00763)次季收入同比升109%。该行预计，中兴通讯的毛利率将随着国产GPU逐步取代进口芯片而逐渐回升，较低的半导体成本可改善硬件毛利率，并会就广泛AI应用刺激更高需求。该行将中兴通讯目标价由29.28港元上调至37.58港元，重申“买入”评级。","news_type":1,"symbols_score_info":{"000063":1,"00763":1}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":474663264162048,"gmtCreate":1756906051499,"gmtModify":1756906053370,"author":{"id":"4208949471513250","authorId":"4208949471513250","name":"海阔天空a","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4208949471513250","idStr":"4208949471513250"},"htmlText":"来了来了～～感觉大家努力付出有了成果，我为中兴扛大旗～","listText":"来了来了～～感觉大家努力付出有了成果，我为中兴扛大旗～","text":"来了来了～～感觉大家努力付出有了成果，我为中兴扛大旗～","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/474663264162048","repostId":2564287678,"repostType":2,"repost":{"id":"2564287678","kind":"news","pubTimestamp":1756794868,"share":"https://www.laohu8.com/m/news/2564287678?lang=zh_CN&edition=full","pubTime":"2025-09-02 14:34","market":"fut","language":"zh","title":"中银国际：升中兴通讯(00763)目标价至37.58港元 维持“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2564287678","media":"智通财经","summary":"智通财经APP获悉，中银国际发布研报称，由于AI服务器出现突破，带动新的增长机会，中兴通讯(00763)次季收入同比升109%。该行预计，中兴通讯的毛利率将随着国产GPU逐步取代进口芯片而逐渐回升，较低的半导体成本可改善硬件毛利率，并会就广泛AI应用刺激更高需求。该行将中兴通讯目标价由29.28港元上调至37.58港元，重申“买入”评级。","content":"<html><body><p>智通财经APP获悉，中银国际发布研报称，由于AI服务器出现突破，带动新的增长机会，<a href=\"https://laohu8.com/S/000063\">中兴通讯</a>(00763)次季收入同比升109%。该行预计，<a href=\"https://laohu8.com/S/00763\">中兴通讯</a>的毛利率将随着国产GPU逐步取代进口芯片而逐渐回升，较低的半导体成本可改善硬件毛利率，并会就广泛AI应用刺激更高需求。该行将中兴通讯目标价由29.28港元上调至37.58港元，重申“买入”评级。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>中银国际：升中兴通讯(00763)目标价至37.58港元 维持“买入”评级</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n中银国际：升中兴通讯(00763)目标价至37.58港元 维持“买入”评级\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-02 14:34 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1340411.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，中银国际发布研报称，由于AI服务器出现突破，带动新的增长机会，中兴通讯(00763)次季收入同比升109%。该行预计，中兴通讯的毛利率将随着国产GPU逐步取代进口芯片而逐渐回升，较低的半导体成本可改善硬件毛利率，并会就广泛AI应用刺激更高需求。该行将中兴通讯目标价由29.28港元上调至37.58港元，重申“买入”评级。</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1340411.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"000063":"中兴通讯","00763":"中兴通讯"},"source_url":"http://www.zhitongcaijing.com/content/detail/1340411.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2564287678","content_text":"智通财经APP获悉，中银国际发布研报称，由于AI服务器出现突破，带动新的增长机会，中兴通讯(00763)次季收入同比升109%。该行预计，中兴通讯的毛利率将随着国产GPU逐步取代进口芯片而逐渐回升，较低的半导体成本可改善硬件毛利率，并会就广泛AI应用刺激更高需求。该行将中兴通讯目标价由29.28港元上调至37.58港元，重申“买入”评级。","news_type":1,"symbols_score_info":{"000063":1,"00763":1}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":0,"commentSize":3,"repostSize":3,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}