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溜溜宁静致远
溜溜宁静致远
·
2025-10-31
中兴的发展势头还是挺猛的，坐等年报
港股异动 | 中兴通讯(00763.HK)再跌近5% 高毛利率运营商业务下滑 富瑞称第三季业绩远逊预期
【港股异动 | 中兴通讯(00763.HK)再跌近5% 高毛利率运营商业务下滑 富瑞称第三季业绩远逊预期】智通财经APP获悉，中兴通讯(00763.HK)再跌近5%，截至发稿，跌4.68%，报33.4
港股异动 | 中兴通讯(00763.HK)再跌近5% 高毛利率运营商业务下滑 富瑞称第三季业绩远逊预期
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溜溜宁静致远
溜溜宁静致远
·
2025-09-04
我想投简历的手已经按不住了~
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
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溜溜宁静致远
溜溜宁静致远
·
2025-09-04
刚刚毕业，许愿能进中兴，啊...求求了~
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
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溜溜宁静致远
溜溜宁静致远
·
2025-09-04
大环境这样，中兴还继续撑住，有点子水平的
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
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溜溜宁静致远
溜溜宁静致远
·
2025-09-04
中兴还是挺有实力的
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
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溜溜宁静致远
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？
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。
瑞银：AI成中兴通讯(00763)第二增长曲线 升目标价至37.7港元
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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{ 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.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":1127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":474708021035416,"gmtCreate":1756916391961,"gmtModify":1756917368805,"author":{"id":"4220019431455700","authorId":"4220019431455700","name":"溜溜宁静致远","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4220019431455700","idStr":"4220019431455700"},"themes":[],"htmlText":"刚刚毕业，许愿能进中兴，啊...求求了~","listText":"刚刚毕业，许愿能进中兴，啊...求求了~","text":"刚刚毕业，许愿能进中兴，啊...求求了~","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/474708021035416","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 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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":576,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":474707318120960,"gmtCreate":1756916370546,"gmtModify":1756917368658,"author":{"id":"4220019431455700","authorId":"4220019431455700","name":"溜溜宁静致远","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4220019431455700","idStr":"4220019431455700"},"themes":[],"htmlText":"大环境这样，中兴还继续撑住，有点子水平的","listText":"大环境这样，中兴还继续撑住，有点子水平的","text":"大环境这样，中兴还继续撑住，有点子水平的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/474707318120960","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 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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":1175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":474706120892504,"gmtCreate":1756916345662,"gmtModify":1756917368301,"author":{"id":"4220019431455700","authorId":"4220019431455700","name":"溜溜宁静致远","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4220019431455700","idStr":"4220019431455700"},"themes":[],"htmlText":"中兴还是挺有实力的","listText":"中兴还是挺有实力的","text":"中兴还是挺有实力的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/474706120892504","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 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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) 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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":1089,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":474705023656784,"gmtCreate":1756916284238,"gmtModify":1756917368311,"author":{"id":"4220019431455700","authorId":"4220019431455700","name":"溜溜宁静致远","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4220019431455700","idStr":"4220019431455700"},"themes":[],"htmlText":"悄悄问一句，财报发了股价会不会涨啊？","listText":"悄悄问一句，财报发了股价会不会涨啊？","text":"悄悄问一句，财报发了股价会不会涨啊？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/474705023656784","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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}\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瑞银：AI成中兴通讯(00763)第二增长曲线 升目标价至37.7港元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-01 17:30 北京时间 <a 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,"tweetType":1,"viewCount":1447,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}