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- 斯山居士斯山居士
  ·2025-09-03
  唔，中兴还是可以的
  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
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