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- 冒险传说冒险传说
  ·2025-10-30
  我大中兴就是牛！干就完了！
  港股异动 | 中兴通讯(00763.HK)跌超10% 运营商需求下行及确收节奏影响三季度纯利同比减少88%
  【港股异动 | 中兴通讯(00763.HK)跌超10% 运营商需求下行及确收节奏影响三季度纯利同比减少88% 】智通财经APP获悉，中兴通讯(00763.HK)绩后重挫逾10%，截至发稿，跌10.
  港股异动 | 中兴通讯(00763.HK)跌超10% 运营商需求下行及确收节奏影响三季度纯利同比减少88%
  540 评论
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- 冒险传说冒险传说
  ·2025-10-30
  收款一直很稳，现金流结构很健康
  运营商需求下行及确收节奏影响，中兴通讯三季度纯利同比减少88%
  10月28日晚，中兴通讯发布2025年前三季度业绩，该集团取得营业收入1005.2亿元，同比增加11.63%；归属于上市公司普通股股东的净利润53.22亿元，同比减少32.69%。单季度来看，该公司第三季度实现营业收入289.7亿元，同比增加5%，归母净利润2.64亿元，同比减少88%。华泰证券表示，公司短期业绩承压系运营商需求下行及确收节奏影响，公司长期围绕算力第二曲线发展的逻辑并未改变。
  运营商需求下行及确收节奏影响，中兴通讯三季度纯利同比减少88%
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- 冒险传说冒险传说
  ·2025-09-04
  求带~有没有学长学姐能帮我内推的
  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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】智通财经APP获悉，中兴通讯(00763.HK)绩后重挫逾10%，截至发稿，跌10.67%，报35.34港元，成交额10.38亿港元。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":540,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":494797190869672,"gmtCreate":1761830619496,"gmtModify":1761830886480,"author":{"id":"4220050418456960","authorId":"4220050418456960","name":"冒险传说","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4220050418456960","idStr":"4220050418456960"},"themes":[],"title":"","htmlText":"收款一直很稳，现金流结构很健康","listText":"收款一直很稳，现金流结构很健康","text":"收款一直很稳，现金流结构很健康","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/494797190869672","repostId":"1148653974","repostType":2,"repost":{"id":"1148653974","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1761789087,"share":"https://www.laohu8.com/m/news/1148653974?lang=zh_CN&edition=full","pubTime":"2025-10-30 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justify;\">华泰证券表示，公司短期业绩承压系运营商需求下行及确收节奏影响，公司长期围绕算力第二曲线发展的逻辑并未改变。前三季度，该行观察到公司全栈算力布局持续迎来突破：1）芯片方面，公司自研DPU（定海系列）及大容量交换芯片（凌云及天屹系列），实现国产GPU卡大规模高性能互联；2）智算服务器方面，公司已进入阿里、腾讯、字节、百度、京东等国内多家互联网厂商及金融、电力头部企业核心业务场景，公司亦打造面向高性能训练及推理的正交超节点系统，支撑打造万卡及以上的超大规模集群。</p></body></html>","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>运营商需求下行及确收节奏影响，中兴通讯三季度纯利同比减少88%</title>\n<style 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}\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运营商需求下行及确收节奏影响，中兴通讯三季度纯利同比减少88%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-10-30 09:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>10月30日，<a href=\"https://laohu8.com/S/000063\">中兴通讯</a>大跌近12%！运营商需求下行及确收节奏影响，三季度纯利同比减少88%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c8619b764f9f7dec9c55a21d4c95ea56\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>10月28日晚，中兴通讯发布2025年前三季度业绩，该集团取得营业收入1005.2亿元，同比增加11.63%；归属于上市公司普通股股东的净利润53.22亿元，同比减少32.69%。单季度来看，该公司第三季度实现营业收入289.7亿元，同比增加5%，归母净利润2.64亿元，同比减少88%。华泰证券认为，利润下滑主因公司高毛利率的运营商业务收入同比下滑、占比降低，而收入结构偏向于低毛利率算力业务。</p><p style=\"text-align: justify;\">华泰证券表示，公司短期业绩承压系运营商需求下行及确收节奏影响，公司长期围绕算力第二曲线发展的逻辑并未改变。前三季度，该行观察到公司全栈算力布局持续迎来突破：1）芯片方面，公司自研DPU（定海系列）及大容量交换芯片（凌云及天屹系列），实现国产GPU卡大规模高性能互联；2）智算服务器方面，公司已进入阿里、腾讯、字节、百度、京东等国内多家互联网厂商及金融、电力头部企业核心业务场景，公司亦打造面向高性能训练及推理的正交超节点系统，支撑打造万卡及以上的超大规模集群。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3e02b7a55e84212cdc6dccb164e9665b","relate_stocks":{"BK0148":"宽带提速","LU1064130708.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"I\" (USD) ACC","LU2328871848.SGD":"Eastspring 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ACC"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148653974","content_text":"10月30日，中兴通讯大跌近12%！运营商需求下行及确收节奏影响，三季度纯利同比减少88%。10月28日晚，中兴通讯发布2025年前三季度业绩，该集团取得营业收入1005.2亿元，同比增加11.63%；归属于上市公司普通股股东的净利润53.22亿元，同比减少32.69%。单季度来看，该公司第三季度实现营业收入289.7亿元，同比增加5%，归母净利润2.64亿元，同比减少88%。华泰证券认为，利润下滑主因公司高毛利率的运营商业务收入同比下滑、占比降低，而收入结构偏向于低毛利率算力业务。华泰证券表示，公司短期业绩承压系运营商需求下行及确收节奏影响，公司长期围绕算力第二曲线发展的逻辑并未改变。前三季度，该行观察到公司全栈算力布局持续迎来突破：1）芯片方面，公司自研DPU（定海系列）及大容量交换芯片（凌云及天屹系列），实现国产GPU卡大规模高性能互联；2）智算服务器方面，公司已进入阿里、腾讯、字节、百度、京东等国内多家互联网厂商及金融、电力头部企业核心业务场景，公司亦打造面向高性能训练及推理的正交超节点系统，支撑打造万卡及以上的超大规模集群。","news_type":1,"symbols_score_info":{"00763":1.5,"000063":1.5}},"isVote":1,"tweetType":1,"viewCount":398,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":474832977350664,"gmtCreate":1756947256348,"gmtModify":1756947281953,"author":{"id":"4220050418456960","authorId":"4220050418456960","name":"冒险传说","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4220050418456960","idStr":"4220050418456960"},"themes":[],"htmlText":"求带~有没有学长学姐能帮我内推的","listText":"求带~有没有学长学姐能帮我内推的","text":"求带~有没有学长学姐能帮我内推的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/474832977350664","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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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":679,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}