瑞银：AI成中兴通讯(00763)第二增长曲线升目标价至37.7港元_老虎社区_美港股上老虎

瑞银：AI成中兴通讯(00763)第二增长曲线升目标价至37.7港元

智通财经网2025-09-01

智通财经APP获悉，瑞银发布研报称，人工智能将成为中兴通讯(00763)的第二增长曲线，电讯商将资本开支转向人工智能计算基础设施，而中兴的市场份额正持续提升，同时非营运商业务方面，服务器业务亦正成为关键增长动力。瑞银将中兴目标价由26.45港元升至37.7港元，基于2026年及之后更高盈利增长及目标市盈率倍数。维持“中性”评级，预测今年政企收入将年倍增，并估算服务器产品将为2026年净利润贡献约...

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溜溜宁静致远
·2025-09-04
悄悄问一句，财报发了股价会不会涨啊？
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不吃西红柿啊哈
·2025-09-03
中兴不愧是真·大厂，抗风险能力还是强啊
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href=http://www.zhitongcaijing.com/content/detail/1340028.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，瑞银发布研报称，人工智能将成为中兴通讯(00763)的第二增长曲线，电讯商将资本开支转向人工智能计算基础设施，而中兴的市场份额正持续提升，同时非营运商业务方面，服务器业务亦正成为关键增长动力。瑞银将中兴目标价由26.45港元升至37.7港元，基于2026年及之后更高盈利增长及目标市盈率倍数。维持“中性”评级，预测今年政企收入将年倍增，并估算服务器产品将为2026年净利润贡献约...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1340028.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":{"00763":"中兴通讯","000063":"中兴通讯"},"source_url":"http://www.zhitongcaijing.com/content/detail/1340028.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2564815299","content_text":"智通财经APP获悉，瑞银发布研报称，人工智能将成为中兴通讯(00763)的第二增长曲线，电讯商将资本开支转向人工智能计算基础设施，而中兴的市场份额正持续提升，同时非营运商业务方面，服务器业务亦正成为关键增长动力。瑞银将中兴目标价由26.45港元升至37.7港元，基于2026年及之后更高盈利增长及目标市盈率倍数。维持“中性”评级，预测今年政企收入将年倍增，并估算服务器产品将为2026年净利润贡献约20%。中兴通讯今年第二季收入同比增长近21%，较市场预期高12%，主要来自于人工智能需求下服务器产品销售增长，推动政府及企业业务强劲增长，期内毛利及净利润分别跌4.1%及12.9%，较市场预期低2%至3%，相信是由于收入组合转向服务器产品导致毛利率下降。更多港股重磅资讯，下载智通财经app更多港股及海外理财资讯，请点击www.zhitongcaijing.com（搜索“智通财经”）；欲加入智通港股投资群，请加智通客服微信(ztcjkf)","news_type":1,"symbols_score_info":{"00763":1,"000063":1}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":474645049258000,"gmtCreate":1756901550169,"gmtModify":1756905311997,"author":{"id":"4220003533452550","authorId":"4220003533452550","name":"不吃西红柿啊哈","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4220003533452550","idStr":"4220003533452550"},"htmlText":"中兴不愧是真·大厂，抗风险能力还是强啊","listText":"中兴不愧是真·大厂，抗风险能力还是强啊","text":"中兴不愧是真·大厂，抗风险能力还是强啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/474645049258000","repostId":2564815299,"repostType":2,"repost":{"id":"2564815299","kind":"highlight","pubTimestamp":1756719049,"share":"https://www.laohu8.com/m/news/2564815299?lang=zh_CN&edition=full","pubTime":"2025-09-01 17:30","market":"us","language":"zh","title":"瑞银：AI成中兴通讯(00763)第二增长曲线 升目标价至37.7港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2564815299","media":"智通财经网","summary":"智通财经APP获悉，瑞银发布研报称，人工智能将成为中兴通讯的第二增长曲线，电讯商将资本开支转向人工智能计算基础设施，而中兴的市场份额正持续提升，同时非营运商业务方面，服务器业务亦正成为关键增长动力。瑞银将中兴目标价由26.45港元升至37.7港元，基于2026年及之后更高盈利增长及目标市盈率倍数。","content":"<html><body><p>智通财经APP获悉，瑞银发布研报称，人工智能将成为<a href=\"https://laohu8.com/S/000063\">中兴通讯</a>(00763)的第二增长曲线，电讯商将资本开支转向人工智能计算基础设施，而中兴的市场份额正持续提升，同时非营运商业务方面，服务器业务亦正成为关键增长动力。瑞银将中兴目标价由26.45港元升至37.7港元，基于2026年及之后更高盈利增长及目标市盈率倍数。维持“中性”评级，预测今年政企收入将年倍增，并估算服务器产品将为2026年净利润贡献约20%。</p><p><a href=\"https://laohu8.com/S/00763\">中兴通讯</a>今年第二季收入同比增长近21%，较市场预期高12%，主要来自于人工智能需求下服务器产品销售增长，推动政府及企业业务强劲增长，期内毛利及净利润分别跌4.1%及12.9%，较市场预期低2%至3%，相信是由于收入组合转向服务器产品导致毛利率下降。</p><p>更多港股重磅资讯，下载智通财经app</p><p>更多港股及海外理财资讯，请点击www.zhitongcaijing.com（搜索“智通财经”）；欲加入智通港股投资群，请加智通客服微信(ztcjkf)</p> </body></html>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta 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href=http://www.zhitongcaijing.com/content/detail/1340028.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，瑞银发布研报称，人工智能将成为中兴通讯(00763)的第二增长曲线，电讯商将资本开支转向人工智能计算基础设施，而中兴的市场份额正持续提升，同时非营运商业务方面，服务器业务亦正成为关键增长动力。瑞银将中兴目标价由26.45港元升至37.7港元，基于2026年及之后更高盈利增长及目标市盈率倍数。维持“中性”评级，预测今年政企收入将年倍增，并估算服务器产品将为2026年净利润贡献约...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1340028.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":{"00763":"中兴通讯","000063":"中兴通讯"},"source_url":"http://www.zhitongcaijing.com/content/detail/1340028.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2564815299","content_text":"智通财经APP获悉，瑞银发布研报称，人工智能将成为中兴通讯(00763)的第二增长曲线，电讯商将资本开支转向人工智能计算基础设施，而中兴的市场份额正持续提升，同时非营运商业务方面，服务器业务亦正成为关键增长动力。瑞银将中兴目标价由26.45港元升至37.7港元，基于2026年及之后更高盈利增长及目标市盈率倍数。维持“中性”评级，预测今年政企收入将年倍增，并估算服务器产品将为2026年净利润贡献约20%。中兴通讯今年第二季收入同比增长近21%，较市场预期高12%，主要来自于人工智能需求下服务器产品销售增长，推动政府及企业业务强劲增长，期内毛利及净利润分别跌4.1%及12.9%，较市场预期低2%至3%，相信是由于收入组合转向服务器产品导致毛利率下降。更多港股重磅资讯，下载智通财经app更多港股及海外理财资讯，请点击www.zhitongcaijing.com（搜索“智通财经”）；欲加入智通港股投资群，请加智通客服微信(ztcjkf)","news_type":1,"symbols_score_info":{"00763":1,"000063":1}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":0,"commentSize":2,"repostSize":2,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}