大行評級|花旗:上調中興通訊目標價至27.5港元 將迎來AI發展機遇
花旗發表研究報告指,經審視中興通訊去年第四季業績表現,以及參與投資者電話會議後,已更新估值模型,預期雖然中國電信營運商的5G投資下行趨勢仍在持續,但人工智能服務器、智能交換機等計算相關產品未來將實現穩健增長,同時消費業務也應能抵銷營運商網絡收入疲軟的影響。花旗將中興通訊今明兩年每股盈利預測下調14%至18%,看好該公司正從傳統電信公司向計算基礎設施供應商轉型,長遠預料將有更多AI相關的產品和解決方案推出,計及即將來到的AI發展機遇,將目標價由19.8港元上調至27.5港元,維持“買入”評級。
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