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- 矿泉水瓶矿泉水瓶
  ·2025-11-05
  投入算力赛道，现在花钱值得
  【券商聚焦】建银国际维持中兴通讯“跑赢大盘”评级指国内运营商网络投资放缓对相关业务造成压力
  维持中兴通讯H股“跑赢大盘”评级，目标价从40.00港元下调至38.00港元；维持中兴通讯A股“跑赢大盘”评级，目标价从54.00元人民币下调至50.00元人民币。该机构认为，中兴通讯目前正处于向“网络、云与计算基础设施提供商”转型的过程中，预计2026年起，转型成果或将逐步显现。
  【券商聚焦】建银国际维持中兴通讯“跑赢大盘”评级指国内运营商网络投资放缓对相关业务造成压力
  721 评论
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- 矿泉水瓶矿泉水瓶
  ·2025-10-31
  大力发展算力和AI，中兴的想法一直都是对的，也符合当下发展趋势
  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
  339 评论
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- 矿泉水瓶矿泉水瓶
  ·2025-10-31
  AI与手机等各类终端产品融合的市场空间真的巨大
  研报掘金丨开源证券：维持中兴通讯“买入”评级，看好第二曲线业务长期发展
  开源证券研报指出，中兴通讯2025年前三季度实现归母净利润53.22亿元，2025Q3实现归母净利润2.64亿元。公司加速突破国内智算市场，运营商市场持续提升海外市占率。分板块来看，2025前三季度，
  研报掘金丨开源证券：维持中兴通讯“买入”评级，看好第二曲线业务长期发展
  523 评论
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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(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\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-31 11:17 北京时间&nbsp;&nbsp;&nbsp;<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)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33.42港元，成交额7.89亿港元。</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":{},"source_url":"https://www.zhitongcaijing.com/immediately.html?type=ganggu","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2579825334","content_text":"【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33.42港元，成交额7.89亿港元。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":339,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":495145713619392,"gmtCreate":1761916421111,"gmtModify":1761916480628,"author":{"id":"4225019577992670","authorId":"4225019577992670","name":"矿泉水瓶","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4225019577992670","idStr":"4225019577992670"},"themes":[],"title":"","htmlText":"AI与手机等各类终端产品融合的市场空间真的巨大","listText":"AI与手机等各类终端产品融合的市场空间真的巨大","text":"AI与手机等各类终端产品融合的市场空间真的巨大","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/495145713619392","repostId":"2579190794","repostType":2,"repost":{"id":"2579190794","kind":"live","pubTimestamp":1761816245,"share":"https://www.laohu8.com/m/news/2579190794?lang=zh_CN&edition=full","pubTime":"2025-10-30 17:24","market":"sh","language":"zh","title":"研报掘金丨开源证券：维持中兴通讯“买入”评级，看好第二曲线业务长期发展","url":"https://stock-news.laohu8.com/highlight/detail?id=2579190794","media":"格隆汇","summary":"开源证券研报指出，中兴通讯2025年前三季度实现归母净利润53.22亿元，2025Q3实现归母净利润2.64亿元。公司加速突破国内智算市场，运营商市场持续提升海外市占率。分板块来看，2025前三季度，","content":"<html><body><p>开源证券研报指出，中兴通讯2025年前三季度实现归母净利润53.22亿元，2025Q3实现归母净利润2.64亿元。公司加速突破国内智算市场，运营商市场持续提升海外市占率。分板块来看，2025前三季度，公司网络板块收入占总营收50%，公司持续深耕空天地一体、通感一体等技术，5G-A实现商用并持续推动6G演进；算力板块营收同比增长180%，占总营收25%，其中，服务器及存储同比增长250%，数据中心产品同比增长120%，公司智算服务器已进入BBAT、京东、美团等国内多家互联网及金融头部企业，并在海外深化合作，实现规模商用，数据中心在国内获多个核心节点项目，积极拓展拉美、北非、中亚等海外市场；家庭及个人板块占总营收25%，个人业务营收双位数增长，其中海外手机同比增长超25%，公司发布红魔11Pro系列、努比亚Z80Ultra等新机，深度集成豆包AI大模型。公司全面投入AI，自研芯片+超节点服务器+高速交换机筑牢智算底座。伴随5G-A商用落地以及算力持续建设，看好第二曲线业务长期发展，维持“买入”评级。</p></body></html>","source":"live_gelonghui","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>研报掘金丨开源证券：维持中兴通讯“买入”评级，看好第二曲线业务长期发展</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; 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