社区
首页
集团介绍
社区
资讯
行情
学堂
TigerAI
登录
注册
磁力安静书
IP属地:未知
+关注
帖子 · 6
帖子 · 6
关注 · 0
关注 · 0
粉丝 · 0
粉丝 · 0
磁力安静书
磁力安静书
·
2025-11-05
国家鼓励AI和数字经济,中兴早早布局算力,有远见
建银国际:降中兴通讯(00763.HK)目标价至38港元 料现处转型明年显成效
【建银国际:降中兴通讯(00763.HK)目标价至38港元 料现处转型明年显成效】智通财经APP获悉,建银国际发布研报称,由于中兴通讯(00763.HK)运营商业务销售更趋保守、产品结构变化带来的利润
建银国际:降中兴通讯(00763.HK)目标价至38港元 料现处转型明年显成效
看
552
回复
评论
点赞
1
编组 21备份 2
分享
举报
磁力安静书
磁力安静书
·
2025-09-04
作为应届生,我的梦想就是进!大!厂!
富瑞:降中兴通讯(00763.HK)评级至“跑输大市” 毛利率下滑致次季业绩逊预期
【富瑞:降中兴通讯(00763.HK)评级至“跑输大市” 毛利率下滑致次季业绩逊预期】智通财经APP获悉,富瑞发布研报称,中兴通讯(00763.HK)过去三个月股价累升约52%,受人工智能及ASIC芯
富瑞:降中兴通讯(00763.HK)评级至“跑输大市” 毛利率下滑致次季业绩逊预期
看
780
回复
评论
点赞
1
编组 21备份 2
分享
举报
磁力安静书
磁力安静书
·
2025-09-04
感觉中兴海外的业务越来越多了,这不赚钱机会来了
港股异动 | 中兴通讯(00763.HK)跌超7% 中期毛利率显著下滑 富瑞称二季业绩逊预期显示市场过度乐观
【港股异动 | 中兴通讯(00763.HK)跌超7% 中期毛利率显著下滑 富瑞称二季业绩逊预期显示市场过度乐观】智通财经APP获悉,中兴通讯(00763.HK)跌超7%,截至发稿,跌6.96%,报33
港股异动 | 中兴通讯(00763.HK)跌超7% 中期毛利率显著下滑 富瑞称二季业绩逊预期显示市场过度乐观
看
800
回复
评论
点赞
1
编组 21备份 2
分享
举报
磁力安静书
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~~
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。
中银国际:升中兴通讯(00763)目标价至37.58港元 维持“买入”评级
看
1,024
回复
评论
点赞
1
编组 21备份 2
分享
举报
磁力安静书
磁力安静书
·
2025-09-03
中兴真不愧是老牌企业,这个财报真不错
港股异动 | 中兴通讯跌超8%,中期毛利率显著下滑
智通财经APP获悉,中兴通讯 跌超7%,截至发稿,跌6.96%,报33.7港元,成交额9.89亿港元。消息面上,中兴通讯上半年营收715.53亿元,同比增长14.51%;净利润50.58亿元,同比下降11.77%。毛利率32.45%,同比下降7.99%。富瑞发布研报称,中兴通讯过去三个月股价累升约52%,受人工智能及ASIC芯片增长憧憬,但第二季业绩逊预期显示市场过度乐观。野村发表研究报告指,集团维持有效支出管理,尤其在研发方面,部分抵销毛利率下跌的影响。
港股异动 | 中兴通讯跌超8%,中期毛利率显著下滑
看
1,030
回复
评论
点赞
1
编组 21备份 2
分享
举报
磁力安静书
磁力安静书
·
2025-09-03
中兴前段时间有个电子宠物,还挺感兴趣的
中兴通讯:以“连接+算力”双轮驱动助力AI普惠落地
截至2025年上半年,中兴通讯AI专利申请已超5500件,近50%获得授权,在通信领域AI技术研发上形成深厚积累。在消费终端领域,中兴通讯以“AI for All”为理念,布局全场景AI终端矩阵。从智算基础设施到终端应用,从技术创新到生态构建,中兴通讯正以全栈实力推动AI技术从实验室走向产业实践,从高端领域迈向普惠大众,为我国人工智能产业高质量发展贡献中兴力量。
中兴通讯:以“连接+算力”双轮驱动助力AI普惠落地
看
730
回复
评论
点赞
1
编组 21备份 2
分享
举报
加载更多
热议股票
{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"4220013347454650","uuid":"4220013347454650","gmtCreate":1756910158544,"gmtModify":1756910185313,"name":"磁力安静书","pinyin":"clajscilianjingshu","introduction":"","introductionEn":null,"signature":"","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":0,"tweetSize":6,"questionSize":0,"limitLevel":999,"accountStatus":1,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[],"userBadgeCount":0,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":496967648669784,"gmtCreate":1762352815075,"gmtModify":1762352817530,"author":{"id":"4220013347454650","authorId":"4220013347454650","name":"磁力安静书","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4220013347454650","idStr":"4220013347454650"},"themes":[],"title":"","htmlText":"国家鼓励AI和数字经济,中兴早早布局算力,有远见","listText":"国家鼓励AI和数字经济,中兴早早布局算力,有远见","text":"国家鼓励AI和数字经济,中兴早早布局算力,有远见","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/496967648669784","repostId":"2581718162","repostType":2,"repost":{"id":"2581718162","kind":"live","pubTimestamp":1762308563,"share":"https://www.laohu8.com/m/news/2581718162?lang=zh_CN&edition=full","pubTime":"2025-11-05 10:09","market":"hk","language":"zh","title":"建银国际:降中兴通讯(00763.HK)目标价至38港元 料现处转型明年显成效","url":"https://stock-news.laohu8.com/highlight/detail?id=2581718162","media":"智通财经","summary":"【建银国际:降中兴通讯(00763.HK)目标价至38港元 料现处转型明年显成效】智通财经APP获悉,建银国际发布研报称,由于中兴通讯(00763.HK)运营商业务销售更趋保守、产品结构变化带来的利润","content":"<html><body><div>\n<div>\n<b>【建银国际:降中兴通讯(00763.HK)目标价至38港元 料现处转型明年显成效】</b>智通财经APP获悉,建银国际发布研报称,由于中兴通讯(00763.HK)运营商业务销售更趋保守、产品结构变化带来的利润率压力,因此下调集团2025-2027年盈测分别23%/7%/7%。将其估值基准更新至2026年,下调H股目标价5%,由40港元降至38港元,维持“跑赢大市”评级。该行认为,中兴通讯现正处于向网络、云与计算基础设施提供商转型的关键阶段,预计自2026年起逐步显现成效。 </div>\n</div></body></html>","source":"live_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>建银国际:降中兴通讯(00763.HK)目标价至38港元 料现处转型明年显成效</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建银国际:降中兴通讯(00763.HK)目标价至38港元 料现处转型明年显成效\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-05 10:09 北京时间 <a href=https://www.zhitongcaijing.com/immediately.html?type=ganggu><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【建银国际:降中兴通讯(00763.HK)目标价至38港元 料现处转型明年显成效】智通财经APP获悉,建银国际发布研报称,由于中兴通讯(00763.HK)运营商业务销售更趋保守、产品结构变化带来的利润率压力,因此下调集团2025-2027年盈测分别23%/7%/7%。将其估值基准更新至2026年,下调H股目标价5%,由40港元降至38港元,维持“跑赢大市”评级。该行认为,中兴通讯现正处于向网络、云...</p>\n\n<a href=\"https://www.zhitongcaijing.com/immediately.html?type=ganggu\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.zhitongcaijing.com/immediately.html?type=ganggu","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2581718162","content_text":"【建银国际:降中兴通讯(00763.HK)目标价至38港元 料现处转型明年显成效】智通财经APP获悉,建银国际发布研报称,由于中兴通讯(00763.HK)运营商业务销售更趋保守、产品结构变化带来的利润率压力,因此下调集团2025-2027年盈测分别23%/7%/7%。将其估值基准更新至2026年,下调H股目标价5%,由40港元降至38港元,维持“跑赢大市”评级。该行认为,中兴通讯现正处于向网络、云与计算基础设施提供商转型的关键阶段,预计自2026年起逐步显现成效。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":552,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":474831944155216,"gmtCreate":1756946998694,"gmtModify":1756947000386,"author":{"id":"4220013347454650","authorId":"4220013347454650","name":"磁力安静书","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4220013347454650","idStr":"4220013347454650"},"themes":[],"htmlText":"作为应届生,我的梦想就是进!大!厂!","listText":"作为应届生,我的梦想就是进!大!厂!","text":"作为应届生,我的梦想就是进!大!厂!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/474831944155216","repostId":"2564281548","repostType":2,"repost":{"id":"2564281548","kind":"live","pubTimestamp":1756719058,"share":"https://www.laohu8.com/m/news/2564281548?lang=zh_CN&edition=full","pubTime":"2025-09-01 17:30","market":"hk","language":"zh","title":"富瑞:降中兴通讯(00763.HK)评级至“跑输大市” 毛利率下滑致次季业绩逊预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2564281548","media":"智通财经","summary":"【富瑞:降中兴通讯(00763.HK)评级至“跑输大市” 毛利率下滑致次季业绩逊预期】智通财经APP获悉,富瑞发布研报称,中兴通讯(00763.HK)过去三个月股价累升约52%,受人工智能及ASIC芯","content":"<html><body><div>\n<div>\n<b>【富瑞:降中兴通讯(00763.HK)评级至“跑输大市” 毛利率下滑致次季业绩逊预期】</b>智通财经APP获悉,富瑞发布研报称,中兴通讯(00763.HK)过去三个月股价累升约52%,受人工智能及ASIC芯片增长憧憬,但第二季业绩逊预期显示市场过度乐观。该行称,目前其对中兴今明两年净利润预测较市场预测低出分别26%及31%,22倍市盈率估值对比未来三年净利润负增长并不吸引,投资评级由“持有”降至“跑输大市”,H股目标价由18.82港元上调至27.27港元。 </div>\n</div></body></html>","source":"live_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>富瑞:降中兴通讯(00763.HK)评级至“跑输大市” 毛利率下滑致次季业绩逊预期</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富瑞:降中兴通讯(00763.HK)评级至“跑输大市” 毛利率下滑致次季业绩逊预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-01 17:30 北京时间 <a href=https://www.zhitongcaijing.com/immediately.html?type=ganggu><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【富瑞:降中兴通讯(00763.HK)评级至“跑输大市” 毛利率下滑致次季业绩逊预期】智通财经APP获悉,富瑞发布研报称,中兴通讯(00763.HK)过去三个月股价累升约52%,受人工智能及ASIC芯片增长憧憬,但第二季业绩逊预期显示市场过度乐观。该行称,目前其对中兴今明两年净利润预测较市场预测低出分别26%及31%,22倍市盈率估值对比未来三年净利润负增长并不吸引,投资评级由“持有”降至“跑...</p>\n\n<a href=\"https://www.zhitongcaijing.com/immediately.html?type=ganggu\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161631":"人工智能","BK0188":"融资融券","BK0055":"第三方支付","BK1529":"电讯设备","BK0012":"证金概念","BK4600":"加密货币概念","BK4170":"电脑硬件、储存设备及电脑周边","BK0171":"无线充电","LU1580142542.USD":"Blackrock Systematic China A-Share Opportunities A2 USD","BK4595":"比特币概念","LU1328615791.USD":"FULLERTON LUX FUNDS - ALL CHINA EQUITIES \"I\" (USD) ACC","BK0028":"国家队","LU1064130708.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"I\" (USD) ACC","LU2328871848.SGD":"Eastspring Investments - China A Shares Growth AS SGD","BK0018":"去IOE","BK0125":"芯片国产化","BK0148":"宽带提速","BK1526":"科网股","BK0090":"移动互联网","BK1149":"通信设备","LU1781817850.SGD":"Blackrock Systematic China A-Share Opportunities A2 SGD-H","00763":"中兴通讯","BK1607":"新IT概念","BK0058":"智慧城市","BK0030":"云计算","BK0196":"行业龙头","BK0000":"一带一路","BK0026":"智能家居","LU1064131003.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"A\" (USD) ACC","LU1969619763.USD":"EASTSPRING INV CHINA A SHARES GROWTH \"A\" (USD) ACC","BK0103":"IPV6","BK0167":"5G","BK1506":"5G概念","000063":"中兴通讯","BK0214":"IT设备","EBON":"亿邦国际","BK0067":"物联网","BK0123":"4G","LU2148510915.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"R\" (USD) ACC","BK0183":"MSCI概念"},"source_url":"https://www.zhitongcaijing.com/immediately.html?type=ganggu","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2564281548","content_text":"【富瑞:降中兴通讯(00763.HK)评级至“跑输大市” 毛利率下滑致次季业绩逊预期】智通财经APP获悉,富瑞发布研报称,中兴通讯(00763.HK)过去三个月股价累升约52%,受人工智能及ASIC芯片增长憧憬,但第二季业绩逊预期显示市场过度乐观。该行称,目前其对中兴今明两年净利润预测较市场预测低出分别26%及31%,22倍市盈率估值对比未来三年净利润负增长并不吸引,投资评级由“持有”降至“跑输大市”,H股目标价由18.82港元上调至27.27港元。","news_type":1,"symbols_score_info":{"161631":1,"00763":1,"000063":1,"EBON":1}},"isVote":1,"tweetType":1,"viewCount":780,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":474832184082896,"gmtCreate":1756946976084,"gmtModify":1756947281730,"author":{"id":"4220013347454650","authorId":"4220013347454650","name":"磁力安静书","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4220013347454650","idStr":"4220013347454650"},"themes":[],"htmlText":"感觉中兴海外的业务越来越多了,这不赚钱机会来了","listText":"感觉中兴海外的业务越来越多了,这不赚钱机会来了","text":"感觉中兴海外的业务越来越多了,这不赚钱机会来了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/474832184082896","repostId":"2564822670","repostType":2,"repost":{"id":"2564822670","kind":"live","pubTimestamp":1756782809,"share":"https://www.laohu8.com/m/news/2564822670?lang=zh_CN&edition=full","pubTime":"2025-09-02 11:13","market":"sh","language":"zh","title":"港股异动 | 中兴通讯(00763.HK)跌超7% 中期毛利率显著下滑 富瑞称二季业绩逊预期显示市场过度乐观","url":"https://stock-news.laohu8.com/highlight/detail?id=2564822670","media":"智通财经","summary":"【港股异动 | 中兴通讯(00763.HK)跌超7% 中期毛利率显著下滑 富瑞称二季业绩逊预期显示市场过度乐观】智通财经APP获悉,中兴通讯(00763.HK)跌超7%,截至发稿,跌6.96%,报33","content":"<html><body><div>\n<div>\n<b>【港股异动 | 中兴通讯(00763.HK)跌超7% 中期毛利率显著下滑 富瑞称二季业绩逊预期显示市场过度乐观】</b>智通财经APP获悉,中兴通讯(00763.HK)跌超7%,截至发稿,跌6.96%,报33.7港元,成交额9.89亿港元。 </div>\n</div></body></html>","source":"live_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>港股异动 | 中兴通讯(00763.HK)跌超7% 中期毛利率显著下滑 富瑞称二季业绩逊预期显示市场过度乐观</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港股异动 | 中兴通讯(00763.HK)跌超7% 中期毛利率显著下滑 富瑞称二季业绩逊预期显示市场过度乐观\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-02 11:13 北京时间 <a href=https://www.zhitongcaijing.com/immediately.html?type=ganggu><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【港股异动 | 中兴通讯(00763.HK)跌超7% 中期毛利率显著下滑 富瑞称二季业绩逊预期显示市场过度乐观】智通财经APP获悉,中兴通讯(00763.HK)跌超7%,截至发稿,跌6.96%,报33.7港元,成交额9.89亿港元。</p>\n\n<a href=\"https://www.zhitongcaijing.com/immediately.html?type=ganggu\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK0196":"行业龙头","000063":"中兴通讯","BK0000":"一带一路","BK0026":"智能家居","BK0103":"IPV6","LU1064131003.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"A\" (USD) ACC","BK0167":"5G","LU1969619763.USD":"EASTSPRING INV CHINA A SHARES GROWTH \"A\" (USD) ACC","BK1506":"5G概念","BK0214":"IT设备","BK0067":"物联网","BK0123":"4G","BK0018":"去IOE","00763":"中兴通讯","BK0183":"MSCI概念","BK0188":"融资融券","BK0055":"第三方支付","BK1529":"电讯设备","LU2148510915.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"R\" (USD) ACC","BK0012":"证金概念","BK0171":"无线充电","LU1580142542.USD":"Blackrock Systematic China A-Share Opportunities A2 USD","BK0028":"国家队","LU1328615791.USD":"FULLERTON LUX FUNDS - ALL CHINA EQUITIES \"I\" (USD) ACC","LU1064130708.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"I\" (USD) ACC","BK0125":"芯片国产化","LU2328871848.SGD":"Eastspring Investments - China A Shares Growth AS SGD","BK0148":"宽带提速","BK0090":"移动互联网","BK1526":"科网股","BK1149":"通信设备","LU1781817850.SGD":"Blackrock Systematic China A-Share Opportunities A2 SGD-H","BK1607":"新IT概念","BK0058":"智慧城市","BK0030":"云计算"},"source_url":"https://www.zhitongcaijing.com/immediately.html?type=ganggu","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2564822670","content_text":"【港股异动 | 中兴通讯(00763.HK)跌超7% 中期毛利率显著下滑 富瑞称二季业绩逊预期显示市场过度乐观】智通财经APP获悉,中兴通讯(00763.HK)跌超7%,截至发稿,跌6.96%,报33.7港元,成交额9.89亿港元。","news_type":1,"symbols_score_info":{"000063":1,"00763":1}},"isVote":1,"tweetType":1,"viewCount":800,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"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","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4220013347454650","idStr":"4220013347454650"},"themes":[],"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":"us","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 <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":{"00763":"中兴通讯","000063":"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":{"00763":1,"000063":1}},"isVote":1,"tweetType":1,"viewCount":1024,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":474681123627096,"gmtCreate":1756910242814,"gmtModify":1756911531504,"author":{"id":"4220013347454650","authorId":"4220013347454650","name":"磁力安静书","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4220013347454650","idStr":"4220013347454650"},"themes":[],"htmlText":"中兴真不愧是老牌企业,这个财报真不错","listText":"中兴真不愧是老牌企业,这个财报真不错","text":"中兴真不愧是老牌企业,这个财报真不错","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/474681123627096","repostId":"2564882260","repostType":2,"repost":{"id":"2564882260","kind":"news","pubTimestamp":1756784230,"share":"https://www.laohu8.com/m/news/2564882260?lang=zh_CN&edition=full","pubTime":"2025-09-02 11:37","market":"sh","language":"zh","title":"港股异动 | 中兴通讯跌超8%,中期毛利率显著下滑","url":"https://stock-news.laohu8.com/highlight/detail?id=2564882260","media":"智通财经","summary":"智通财经APP获悉,中兴通讯 跌超7%,截至发稿,跌6.96%,报33.7港元,成交额9.89亿港元。消息面上,中兴通讯上半年营收715.53亿元,同比增长14.51%;净利润50.58亿元,同比下降11.77%。毛利率32.45%,同比下降7.99%。富瑞发布研报称,中兴通讯过去三个月股价累升约52%,受人工智能及ASIC芯片增长憧憬,但第二季业绩逊预期显示市场过度乐观。野村发表研究报告指,集团维持有效支出管理,尤其在研发方面,部分抵销毛利率下跌的影响。","content":"<html><head></head><body><p>9月2日,<a href=\"https://laohu8.com/S/00763\">中兴通讯</a>盘中跌超8%, 消息面上,<a href=\"https://laohu8.com/S/00763\">中兴通讯</a>上半年营收715.53亿元,同比增长14.51%;净利润50.58亿元,同比下降11.77%。毛利率32.45%,同比下降7.99%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/234f5df22c802a5dc792b803549ee778\" tg-width=\"913\" tg-height=\"581\"/></p><p>富瑞发布研报称,中兴通讯过去三个月股价累升约52%,受人工智能及ASIC芯片增长憧憬,但第二季业绩逊预期显示市场过度乐观。目前其对中兴今明两年净利润预测较市场预测低出分别26%及31%,22倍市盈率估值对比未来三年净利润负增长并不吸引,投资评级由“持有”降至“跑输大市”,目标价上调至27.27港元。</p><p>野村发表研究报告指,集团维持有效支出管理,尤其在研发方面,部分抵销毛利率下跌的影响。该行认为,集团下半年继续面对利润率压力,并由明年起逐渐恢复,受惠较佳的成本优化。该行对中兴2025年至2027年收入预测上调8.5%至10%,反映AI服务器需求增强,但将同期盈利预测下调4%至21%,以反映利润率摊薄。</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>港股异动 | 中兴通讯跌超8%,中期毛利率显著下滑</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港股异动 | 中兴通讯跌超8%,中期毛利率显著下滑\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-02 11:37 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1340350.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>9月2日,中兴通讯盘中跌超8%, 消息面上,中兴通讯上半年营收715.53亿元,同比增长14.51%;净利润50.58亿元,同比下降11.77%。毛利率32.45%,同比下降7.99%。富瑞发布研报称,中兴通讯过去三个月股价累升约52%,受人工智能及ASIC芯片增长憧憬,但第二季业绩逊预期显示市场过度乐观。目前其对中兴今明两年净利润预测较市场预测低出分别26%及31%,22倍市盈率估值对比未来三年...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1340350.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3e02b7a55e84212cdc6dccb164e9665b","relate_stocks":{"BK0026":"智能家居","BK0103":"IPV6","LU1969619763.USD":"EASTSPRING INV CHINA A SHARES GROWTH \"A\" (USD) ACC","LU1064131003.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"A\" (USD) ACC","BK0167":"5G","BK1526":"科网股","BK1149":"通信设备","BK0214":"IT设备","BK0067":"物联网","BK1607":"新IT概念","BK0123":"4G","BK0183":"MSCI概念","00763":"中兴通讯","BK0018":"去IOE","LU2148510915.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"R\" (USD) ACC","BK0188":"融资融券","BK0055":"第三方支付","BK0012":"证金概念","BK0171":"无线充电","LU1580142542.USD":"Blackrock Systematic China A-Share Opportunities A2 USD","BK0028":"国家队","LU1328615791.USD":"FULLERTON LUX FUNDS - ALL CHINA EQUITIES \"I\" (USD) ACC","LU1064130708.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"I\" (USD) ACC","BK0148":"宽带提速","LU2328871848.SGD":"Eastspring Investments - China A Shares Growth AS SGD","BK0125":"芯片国产化","BK1506":"5G概念","BK0090":"移动互联网","LU1781817850.SGD":"Blackrock Systematic China A-Share Opportunities A2 SGD-H","BK0058":"智慧城市","BK0030":"云计算","BK1529":"电讯设备","BK0196":"行业龙头","BK0000":"一带一路"},"source_url":"http://www.zhitongcaijing.com/content/detail/1340350.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2564882260","content_text":"9月2日,中兴通讯盘中跌超8%, 消息面上,中兴通讯上半年营收715.53亿元,同比增长14.51%;净利润50.58亿元,同比下降11.77%。毛利率32.45%,同比下降7.99%。富瑞发布研报称,中兴通讯过去三个月股价累升约52%,受人工智能及ASIC芯片增长憧憬,但第二季业绩逊预期显示市场过度乐观。目前其对中兴今明两年净利润预测较市场预测低出分别26%及31%,22倍市盈率估值对比未来三年净利润负增长并不吸引,投资评级由“持有”降至“跑输大市”,目标价上调至27.27港元。野村发表研究报告指,集团维持有效支出管理,尤其在研发方面,部分抵销毛利率下跌的影响。该行认为,集团下半年继续面对利润率压力,并由明年起逐渐恢复,受惠较佳的成本优化。该行对中兴2025年至2027年收入预测上调8.5%至10%,反映AI服务器需求增强,但将同期盈利预测下调4%至21%,以反映利润率摊薄。","news_type":1,"symbols_score_info":{"00763":1.1}},"isVote":1,"tweetType":1,"viewCount":1030,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":474682310656136,"gmtCreate":1756910222452,"gmtModify":1756911531532,"author":{"id":"4220013347454650","authorId":"4220013347454650","name":"磁力安静书","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4220013347454650","idStr":"4220013347454650"},"themes":[],"htmlText":"中兴前段时间有个电子宠物,还挺感兴趣的","listText":"中兴前段时间有个电子宠物,还挺感兴趣的","text":"中兴前段时间有个电子宠物,还挺感兴趣的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/474682310656136","repostId":"2564015819","repostType":2,"repost":{"id":"2564015819","kind":"news","pubTimestamp":1756721491,"share":"https://www.laohu8.com/m/news/2564015819?lang=zh_CN&edition=full","pubTime":"2025-09-01 18:11","market":"hk","language":"zh","title":"中兴通讯:以“连接+算力”双轮驱动助力AI普惠落地","url":"https://stock-news.laohu8.com/highlight/detail?id=2564015819","media":"新华网","summary":"截至2025年上半年,中兴通讯AI专利申请已超5500件,近50%获得授权,在通信领域AI技术研发上形成深厚积累。在消费终端领域,中兴通讯以“AI for All”为理念,布局全场景AI终端矩阵。从智算基础设施到终端应用,从技术创新到生态构建,中兴通讯正以全栈实力推动AI技术从实验室走向产业实践,从高端领域迈向普惠大众,为我国人工智能产业高质量发展贡献中兴力量。","content":"<html><body><article><p><strong>筑基算力底座:构建全栈智算解决方案</strong></p><p>公司打造的“分布式高性能国产智算资源池”已参与多个万卡池、千卡池建设,自研的定海芯片支持多种算力加速硬件,AIBooster训推平台实现大模型高效部署与迁移成本降低。在2025年世界人工智能大会上,曦智科技、壁仞科技、<a href=\"https://laohu8.com/S/000063\">中兴通讯</a>等单位联合研发的“分布式OCS全光互连芯片及超节点应用创新方案”荣获SAIL奖,该方案构建的超低延迟、超高带宽可扩展GPU算力网络,为大模型训练提供了强大支撑。</p><img src=\"https://mmbiz.qpic.cn/mmbiz_png/O9F3NTo58ypxlXuJekC87RZMslBohnWel4asRQV8Sw0fp3dvqCacJ1AmzgSanaZrOjcjnbtgdZq6SwaAbEKWhg/640?wx_fmt=png&from=appmsg\"/><p><a href=\"https://laohu8.com/S/00763\">中兴通讯</a>AiCube智算一体机作为算力普惠的关键载体,展现出卓越性能:支持671亿参数规模大模型实现毫秒级响应,可承载上千用户并发访问。其全栈开放架构允许硬件自由选配CPU/GPU,软件无缝兼容主流AI框架,使新模型部署速度提升数十倍,在东风汽车生产车间实现车型设计效率从“月”级向“秒”级的跨越,在河北三甲医院病理科达成分钟级诊断报告生成,准确率突破95%。这种“开箱即用”的特性大幅降低了企业AI部署门槛,完美契合政策中“降低行业AI应用成本”的要求。</p><img src=\"https://mmbiz.qpic.cn/mmbiz_png/O9F3NTo58ypxlXuJekC87RZMslBohnWedc4aoaBSLGtdKkRDyN9Rml39FyzWToVVoAFgJHJ5ibsfj5MBVibv95mQ/640?wx_fmt=png&from=appmsg\"/><p>在绿色算力方面,中兴通讯预制模块化数据中心方案将建设工期缩短40%,其电源电池产品为全球85万座5G基站提供支撑,年降碳达600万吨,实现了算力增长与可持续发展的协同推进。公司在<a href=\"https://laohu8.com/S/002244\">滨江</a>工厂实践的感知智能、交互智能、认知智能、决策智能、行为智能“五维智能”体系,更成为智能制造与绿色算力融合的实例。</p><p><strong>突破</strong>AI内核:大模型引领技术创新</p><p>中兴通讯在AI技术创新领域持续突破,自主研发的<a href=\"https://laohu8.com/S/300648\">星云</a>大模型Nebula Coder-V6在2025年5月SuperCLUE中文大模型测评中,以67.4分的成绩斩获推理专项榜单金牌。该模型在科学推理维度以53.19分排名第一,代码生成维度以86.59分稳居第一梯队,展现出在复杂问题解决与工程实践方面的强劲实力。截至2025年上半年,中兴通讯AI专利申请已超5500件,近50%获得授权,在通信领域AI技术研发上形成深厚积累。</p><p>在网络智能化领域,中兴通讯通过AI全域原生技术重塑网络价值。其AIR Net高阶自智方案借助三大引擎推动网络运维向“Agentic Operation”演进,AI全光园区方案解决多场景网络难题,HI-NET优智承载网方案通过业界首款通感算一体CPE、全球领先AI原生路由器等创新产品,实现“端边网算”高效协同。针对低空经济等新场景,公司搭载业界首个“通感大模型”的低空综合方案已完成100余个商用及试点项目,持续拓展无线通信边界。</p><p>面向产业智能化需求,中兴数字星云4.0平台整合大模型技术,在18个行业打造数字化标杆项目。在太仓港,智能烟火检测系统通过视觉智能平台与CV大模型大幅降低硬件成本与虚警率;在青岛地铁,青铁大模型及智能体实现城轨运营效能全面提升;在南京江宁,一网统管分析研判系统提高政府治理精准度。</p><img src=\"https://mmbiz.qpic.cn/mmbiz_png/O9F3NTo58ypxlXuJekC87RZMslBohnWedqYHpcPpg1KBAMYX3zDkibbiaEsr1eVsL0xZ3kM3AohnBBhbrbdpjbOg/640?wx_fmt=png&from=appmsg\"/><p><strong>普惠生态构建:从行业赋能到终端普及</strong></p><p>中兴通讯构建覆盖行业与消费终端的全场景AI生态。在行业应用层面,与河北移动联合发布的AI诊断应用,通过智能分析技术提升通信网络运维效率;与浙江大学合作的智海教育一体机提供AI通识课与实践实训,加速人工智能教育普及;为善诊打造的智能总检一体机,为医疗机构提供高效标准化的体检报告服务。</p><p>在消费终端领域,中兴通讯以“AI for All”为理念,布局全场景AI终端<a href=\"https://laohu8.com/S/301365\">矩阵</a>。在2025MWC上海展会上,公司打造“AI生活的一天”沉浸式场景,以“网、算、屏、体”四大件为核心的AI家庭方案,通过多级MOE架构的家庭vDC底座,提供20余种产品的24小时全场景服务。其中,智能网关深度融合家庭知识库,AIWi-Fi7首创全向天线+智能漫游组网,智慧中屏化身私人教练,AI陪伴机器人搭载情绪识别系统,构建起智慧家庭新范式。</p><img src=\"https://mmbiz.qpic.cn/mmbiz_png/O9F3NTo58ypxlXuJekC87RZMslBohnWec4UCNiapvSzb3PhL829VQiciaNbcqF5rleiaCw4NmVZV7EnXadXPhO2ERA/640?wx_fmt=png&from=appmsg\"/><p>中兴终端事业部总裁倪飞提出的“GUI+LUI”人机交互新范式,在努比亚系列终端上得到充分体现。努比亚Flip2接入阶跃星辰多模态能力后,实现一键IP人物形象与主题壁纸生成;努比亚Neo3GT手机配备AI游戏空间与二次元智能助手,为用户提供实时战术建议。“大-中-小”屏AI云电脑生态涵盖27英寸自由屏、二合一云笔电与云PAD,支持多模态交互与跨系统切换,满足办公学习娱乐多元需求。</p><img src=\"https://mmbiz.qpic.cn/mmbiz_png/O9F3NTo58ypxlXuJekC87RZMslBohnWeQWlZlqVNwwkt0dguch4VkicDudzpqJoV4b70ojQNag66Sicjiav9LQrpw/640?wx_fmt=png&from=appmsg\"/><p>面向未来,中兴通讯总裁徐子阳表示,公司将持续深化“网络连接和智能算力的领导者”定位,以“智联共生、数实融合”为方向,强化“网算端能”核心能力。</p><p>从智算基础设施到终端应用,从技术创新到生态构建,中兴通讯正以全栈实力推动AI技术从实验室走向产业实践,从高端领域迈向普惠大众,为我国人工智能产业高质量发展贡献中兴力量。</p><img src=\"https://mmbiz.qpic.cn/mmbiz_png/O9F3NTo58yrEu99ZibHcibB6Xq9EY3RH2nDZUE3R1XdQZN5GBk04I0xT1BTbPWzjmBUMAPibMDqTLCep4krspfszQ/640?wx_fmt=png\"/></article></body></html>","source":"tencent","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>中兴通讯:以“连接+算力”双轮驱动助力AI普惠落地</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中兴通讯:以“连接+算力”双轮驱动助力AI普惠落地\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-01 18:11 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250901183926950be175&s=b><strong>新华网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>筑基算力底座:构建全栈智算解决方案公司打造的“分布式高性能国产智算资源池”已参与多个万卡池、千卡池建设,自研的定海芯片支持多种算力加速硬件,AIBooster训推平台实现大模型高效部署与迁移成本降低。在2025年世界人工智能大会上,曦智科技、壁仞科技、中兴通讯等单位联合研发的“分布式OCS全光互连芯片及超节点应用创新方案”荣获SAIL奖,该方案构建的超低延迟、超高带宽可扩展GPU算力网络,为大模型...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250901183926950be175&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1607":"新IT概念","BK1529":"电讯设备","00763":"中兴通讯","BK1506":"5G概念","BK1526":"科网股","BK1149":"通信设备"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250901183926950be175&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2564015819","content_text":"筑基算力底座:构建全栈智算解决方案公司打造的“分布式高性能国产智算资源池”已参与多个万卡池、千卡池建设,自研的定海芯片支持多种算力加速硬件,AIBooster训推平台实现大模型高效部署与迁移成本降低。在2025年世界人工智能大会上,曦智科技、壁仞科技、中兴通讯等单位联合研发的“分布式OCS全光互连芯片及超节点应用创新方案”荣获SAIL奖,该方案构建的超低延迟、超高带宽可扩展GPU算力网络,为大模型训练提供了强大支撑。中兴通讯AiCube智算一体机作为算力普惠的关键载体,展现出卓越性能:支持671亿参数规模大模型实现毫秒级响应,可承载上千用户并发访问。其全栈开放架构允许硬件自由选配CPU/GPU,软件无缝兼容主流AI框架,使新模型部署速度提升数十倍,在东风汽车生产车间实现车型设计效率从“月”级向“秒”级的跨越,在河北三甲医院病理科达成分钟级诊断报告生成,准确率突破95%。这种“开箱即用”的特性大幅降低了企业AI部署门槛,完美契合政策中“降低行业AI应用成本”的要求。在绿色算力方面,中兴通讯预制模块化数据中心方案将建设工期缩短40%,其电源电池产品为全球85万座5G基站提供支撑,年降碳达600万吨,实现了算力增长与可持续发展的协同推进。公司在滨江工厂实践的感知智能、交互智能、认知智能、决策智能、行为智能“五维智能”体系,更成为智能制造与绿色算力融合的实例。突破AI内核:大模型引领技术创新中兴通讯在AI技术创新领域持续突破,自主研发的星云大模型Nebula Coder-V6在2025年5月SuperCLUE中文大模型测评中,以67.4分的成绩斩获推理专项榜单金牌。该模型在科学推理维度以53.19分排名第一,代码生成维度以86.59分稳居第一梯队,展现出在复杂问题解决与工程实践方面的强劲实力。截至2025年上半年,中兴通讯AI专利申请已超5500件,近50%获得授权,在通信领域AI技术研发上形成深厚积累。在网络智能化领域,中兴通讯通过AI全域原生技术重塑网络价值。其AIR Net高阶自智方案借助三大引擎推动网络运维向“Agentic Operation”演进,AI全光园区方案解决多场景网络难题,HI-NET优智承载网方案通过业界首款通感算一体CPE、全球领先AI原生路由器等创新产品,实现“端边网算”高效协同。针对低空经济等新场景,公司搭载业界首个“通感大模型”的低空综合方案已完成100余个商用及试点项目,持续拓展无线通信边界。面向产业智能化需求,中兴数字星云4.0平台整合大模型技术,在18个行业打造数字化标杆项目。在太仓港,智能烟火检测系统通过视觉智能平台与CV大模型大幅降低硬件成本与虚警率;在青岛地铁,青铁大模型及智能体实现城轨运营效能全面提升;在南京江宁,一网统管分析研判系统提高政府治理精准度。普惠生态构建:从行业赋能到终端普及中兴通讯构建覆盖行业与消费终端的全场景AI生态。在行业应用层面,与河北移动联合发布的AI诊断应用,通过智能分析技术提升通信网络运维效率;与浙江大学合作的智海教育一体机提供AI通识课与实践实训,加速人工智能教育普及;为善诊打造的智能总检一体机,为医疗机构提供高效标准化的体检报告服务。在消费终端领域,中兴通讯以“AI for All”为理念,布局全场景AI终端矩阵。在2025MWC上海展会上,公司打造“AI生活的一天”沉浸式场景,以“网、算、屏、体”四大件为核心的AI家庭方案,通过多级MOE架构的家庭vDC底座,提供20余种产品的24小时全场景服务。其中,智能网关深度融合家庭知识库,AIWi-Fi7首创全向天线+智能漫游组网,智慧中屏化身私人教练,AI陪伴机器人搭载情绪识别系统,构建起智慧家庭新范式。中兴终端事业部总裁倪飞提出的“GUI+LUI”人机交互新范式,在努比亚系列终端上得到充分体现。努比亚Flip2接入阶跃星辰多模态能力后,实现一键IP人物形象与主题壁纸生成;努比亚Neo3GT手机配备AI游戏空间与二次元智能助手,为用户提供实时战术建议。“大-中-小”屏AI云电脑生态涵盖27英寸自由屏、二合一云笔电与云PAD,支持多模态交互与跨系统切换,满足办公学习娱乐多元需求。面向未来,中兴通讯总裁徐子阳表示,公司将持续深化“网络连接和智能算力的领导者”定位,以“智联共生、数实融合”为方向,强化“网算端能”核心能力。从智算基础设施到终端应用,从技术创新到生态构建,中兴通讯正以全栈实力推动AI技术从实验室走向产业实践,从高端领域迈向普惠大众,为我国人工智能产业高质量发展贡献中兴力量。","news_type":1,"symbols_score_info":{"00763":1}},"isVote":1,"tweetType":1,"viewCount":730,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}