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《大行》高盛料中興(00763.HK)次季收入按年增12% 維持「中性」評級
阿思達克 06-05 10:17
高盛發表研究報告,預計中興通訊(00763.HK)第二季收入將按年增長12%至356億元人民幣,受惠於企業和消費客戶對AI基礎設施、AI設備及AI軟件不斷上升的需求,相信企業及消費電子業務將繼續成為中興通訊的主要增長動力,次季毛利率預期將進一步提升至37.8%,對比首季為34.3%。 該行預測中興次季淨利潤將按季增長12%至27億元人民幣,並看好公司通過AI創新來實現業務擴張。但考慮到非電訊業務對收入貢獻提升或導致毛利率下降,高盛將2025至2027年盈利預測下調4%、4%及2%,收入預測則下調約1%,以反映電訊商的網絡資本支出周期放緩,維持「中性」評級,H股目標價由原先33元降至29.3元。
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