杰富瑞发表报告指出,虽然 中兴通讯 股价已由自去年12月13日以来的升幅回调50%,但市场对公司的 人工智能 (AI)预期仍可能过高。中兴旗下子公司中兴微电子并无 AI芯片 设计经验,且大部分收入来自内部业务。因此,该行认为市场对中兴将受惠AI特定应用 集成电路 (ASIC)的增长是不切实际。该行认为,由于硬件限制,AI 智能手机 尚未普及,故即使字节跳动允许中兴在其智能手机上安装AI,有关情况仍...
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