研報掘金丨國盛證券:中興通訊盈利能力持續提升,維持“買入”評級
國盛證券21日研報指出,2023年上半年5G基建超預期,中興通訊(000063.SZ)盈利能力持續提升。在當前算力網絡大融合時代,公司在通信和算力兩大領域有着充分佈局,持續聚焦的研發投入有助於幫助公司鞏固優勢,在算力時代厚積薄發。經歷過恢復、發展期後,公司邁入超越期並重點發展以服務器及存儲、5G行業應用、汽車電子、終端、數字能源等為代表的第二曲線業務。預計公司三大業務板塊還將繼續穩健發展,經歷制裁風波的中興通訊成功穿越週期,AI時代公司的未來有望更加精彩。維持“買入”評級。
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