研報掘金丨中泰證券:維持中興通訊“買入”評級,加快拓展第二曲線創新業務
中泰證券日前研報指出,中興通訊(000063.SZ)24年實現歸母淨利潤84.25億元,同比下降9.66%;經營性現金流淨額達114.80億元,同比下降34.05%。運營商業務承壓拖累業績,政企與消費者業務快速增長。大模型及應用方面,自研星雲大模型涵蓋基礎大模型及研發、通信、行業等領域大模型,在提升研發效率、優化通信能效、助力行業生產效率提升等場景表現顯著,並積極開展端側AI 落地應用拓展。公司是國內ICT龍頭,積極順應數字經濟的歷史潮流,加快從CT領域拓展至IT領域,加快拓展第二曲線創新業務。維持“買入”評級。
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