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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%
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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
  非常抱歉，此主贴已删除
  651 评论
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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
  1,000 评论
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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; 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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&nbsp;&nbsp;&nbsp;<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":{"LU1781817850.SGD":"Blackrock Systematic China A-Share Opportunities A2 SGD-H","BK0090":"移动互联网","BK1526":"科网股","BK0058":"智慧城市","BK0030":"云计算","BK0196":"行业龙头","BK0000":"一带一路","LU1064131003.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"A\" (USD) ACC","LU1580142542.USD":"Blackrock Systematic China A-Share Opportunities A2 USD","BK0026":"智能家居","LU1969619763.USD":"EASTSPRING INV CHINA A SHARES GROWTH \"A\" (USD) ACC","BK0103":"IPV6","BK1506":"5G概念","BK0167":"5G","BK0214":"IT设备","BK0067":"物联网","LU2148510915.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"R\" (USD) ACC","BK0123":"4G","BK0018":"去IOE","BK0183":"MSCI概念","BK1529":"电讯设备","BK0188":"融资融券","BK0055":"第三方支付","BK0012":"证金概念","BK0171":"无线充电","LU1328615791.USD":"FULLERTON LUX FUNDS - ALL CHINA EQUITIES \"I\" (USD) ACC","BK1607":"新IT概念","LU1064130708.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"I\" (USD) ACC","LU2328871848.SGD":"Eastspring Investments - China A Shares Growth AS SGD","00763":"中兴通讯","BK0028":"国家队","BK1149":"通信设备","BK0148":"宽带提速","BK0125":"芯片国产化"},"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":1000,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}