中兴通讯今日盘中大涨7.14%,引发了市场关注。主要原因包括:
一、中兴通讯作为全球领先的综合ICT龙头公司,预计将在AI浪潮下的AI终端、训推一体机、自研芯片等业务实现快速增长,带动公司业绩提升。
二、中兴通讯芯片研发公司全资子公司中兴微电子的业务潜力获看好,其打造的满足"云、边、端"多场景需求的产品体系,有望支撑公司竞争力持续引领。
三、高盛预期中兴通讯2024年第四季度营收及利润将实现同比大幅增长,反映市场对公司业绩预期向好。
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