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柠檬不萌ka
柠檬不萌ka
·
2025-11-05
毛利率短期承压很正常，有扩规模、搞自研的解决方案托底
【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
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柠檬不萌ka
柠檬不萌ka
·
2025-11-05
财报数据不错，尤其是AI、5G、算力这些，表现很亮眼~
建银国际：降中兴通讯(00763.HK)目标价至38港元 料现处转型明年显成效
【建银国际：降中兴通讯(00763.HK)目标价至38港元 料现处转型明年显成效】智通财经APP获悉，建银国际发布研报称，由于中兴通讯(00763.HK)运营商业务销售更趋保守、产品结构变化带来的利润
建银国际：降中兴通讯(00763.HK)目标价至38港元 料现处转型明年显成效
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柠檬不萌ka
柠檬不萌ka
·
2025-10-31
短期看是阵痛，长期看是在换赛道，眼光要放长
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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柠檬不萌ka
柠檬不萌ka
·
2025-10-31
还行哎，大家没白忙活
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
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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>建银国际：降中兴通讯(00763.HK)目标价至38港元 料现处转型明年显成效</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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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建银国际：降中兴通讯(00763.HK)目标价至38港元 料现处转型明年显成效\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-05 10:09 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>【建银国际：降中兴通讯(00763.HK)目标价至38港元 料现处转型明年显成效】智通财经APP获悉，建银国际发布研报称，由于中兴通讯(00763.HK)运营商业务销售更趋保守、产品结构变化带来的利润率压力，因此下调集团2025-2027年盈测分别23%/7%/7%。将其估值基准更新至2026年，下调H股目标价5%，由40港元降至38港元，维持“跑赢大市”评级。该行认为，中兴通讯现正处于向网络、云...</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":"2581718162","content_text":"【建银国际：降中兴通讯(00763.HK)目标价至38港元 料现处转型明年显成效】智通财经APP获悉，建银国际发布研报称，由于中兴通讯(00763.HK)运营商业务销售更趋保守、产品结构变化带来的利润率压力，因此下调集团2025-2027年盈测分别23%/7%/7%。将其估值基准更新至2026年，下调H股目标价5%，由40港元降至38港元，维持“跑赢大市”评级。该行认为，中兴通讯现正处于向网络、云与计算基础设施提供商转型的关键阶段，预计自2026年起逐步显现成效。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":495183672598568,"gmtCreate":1761925595582,"gmtModify":1761925811874,"author":{"id":"4225019810992810","authorId":"4225019810992810","name":"柠檬不萌ka","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4225019810992810","authorIdStr":"4225019810992810"},"themes":[],"title":"","htmlText":"短期看是阵痛，长期看是在换赛道，眼光要放长","listText":"短期看是阵痛，长期看是在换赛道，眼光要放长","text":"短期看是阵痛，长期看是在换赛道，眼光要放长","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/495183672598568","repostId":"2579825334","repostType":2,"repost":{"id":"2579825334","kind":"live","pubTimestamp":1761880636,"share":"https://www.laohu8.com/m/news/2579825334?lang=zh_CN&edition=full","pubTime":"2025-10-31 11:17","market":"hk","language":"zh","title":"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","url":"https://stock-news.laohu8.com/highlight/detail?id=2579825334","media":"智通财经","summary":"【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","content":"<html><body><div>\n<div>\n<b>【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】</b>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。 </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)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</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{ margin-left:2em; }\nul{ list-style:disc; }\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 <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":552,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":495147139490248,"gmtCreate":1761916650483,"gmtModify":1761917747079,"author":{"id":"4225019810992810","authorId":"4225019810992810","name":"柠檬不萌ka","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4225019810992810","authorIdStr":"4225019810992810"},"themes":[],"title":"","htmlText":"还行哎，大家没白忙活","listText":"还行哎，大家没白忙活","text":"还行哎，大家没白忙活","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/495147139490248","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; 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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\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-30 17:24 北京时间 <a href=https://www.gelonghui.com/rss/live/live.xml><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<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...</p>\n\n<a href=\"https://www.gelonghui.com/rss/live/live.xml\">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.gelonghui.com/rss/live/live.xml","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2579190794","content_text":"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。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":789,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}