悄悄问一句，财报发了_老虎社区_美港股上老虎

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

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

推荐
最新

暂无评论

热议股票

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":474705023656784,"tweetId":"474705023656784","gmtCreate":1756916284238,"gmtModify":1756917368311,"author":{"id":4220019431455700,"idStr":"4220019431455700","authorId":4220019431455700,"authorIdStr":"4220019431455700","name":"溜溜宁静致远","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":0,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body>悄悄问一句，财报发了股价会不会涨啊？</body></html>","htmlText":"<html><head></head><body>悄悄问一句，财报发了股价会不会涨啊？</body></html>","text":"悄悄问一句，财报发了股价会不会涨啊？","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":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":"hk","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 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>瑞银：AI成中兴通讯(00763)第二增长曲线 升目标价至37.7港元</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&nbsp;&nbsp;&nbsp;<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":{"000063":"中兴通讯","00763":"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":{"000063":1,"00763":1}},"isVote":1,"tweetType":1,"viewCount":1447,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":34,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}

瑞银：AI成中兴通讯(00763)第二增长曲线 升目标价至37.7港元

评论

热议股票

瑞银：AI成中兴通讯(00763)第二增长曲线升目标价至37.7港元