【1 月 7 日,杰富瑞发布报告称】杰富瑞指出,中兴通讯股价自去年 12 月 13 日以来升幅回调 50%,市场对其人工智能预期过高。中兴旗下子公司中兴微电子无 AI 芯片设计经验,大部分收入来自内部业务。该行认为,因硬件限制,AI 智能手机未普及,即便字节跳动允许中兴安装 AI,情况仍持续。中兴超 60%收入来自电讯设备,电讯营运商资本开支见顶,盈利前景疲弱。杰富瑞对中兴 2024 及 2025...
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